UNITED WAY OF SAN JOAQUIN COUNTY (EIN 941279805) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1926

Legal Domicile

Principal Officer

KRISTEN BIRTWHISTLE

Phone

2094696980

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF SAN JOAQUIN COUNTY, founded in 1926, is a community nonprofit that reported $2.3M in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $476K, a strong 20% operating margin.

Mission

TO IMPROVE THE LIVES OF PEOPLE BY MOBILIZING THE CARING POWER OF COMMUNITIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,847,548

Program Service Revenue $397,871

Investment Income $69,988

Other Revenue $8,069

TOTAL REVENUE $2,323,476

Expense Breakdown

Grants Paid $0

Salaries & Benefits $886,184

Fundraising Expenses $0

Program Expenses $1,433,197

Other Expenses $961,753

TOTAL EXPENSES $1,847,937

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,323,476	$1,856,012	+0.3%
Expenses	$1,847,937	$1,693,262	+0.1%
Net Income	$475,539	$162,750	+1.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$277,850

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRADLEY BURRELL	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
CAROL ORNELAS	DIRECTOR	5.00	Director	$0	$0	$0
DEVINDER GREWAL	DIRECTOR	5.00	Director	$0	$0	$0
VENA FORD	DIRECTOR	5.00	Director	$0	$0	$0
PHILLIP MERLO	DIRECTOR	5.00	Director	$0	$0	$0
ANDREA ANDRADE	DIRECTOR	5.00	Director	$0	$0	$0
LAUREN SCHOENTHALER	DIRECTOR	5.00	Director	$0	$0	$0
NELLY VALDOVINOS	DIRECTOR	5.00	Director	$0	$0	$0
ANNA MARIE CARTER	DIRECTOR (EFF 1/25)	5.00	Director	$0	$0	$0
CARMEN PADILLA	DIRECTOR (EFF 1/25)	5.00	Director	$0	$0	$0
ALEX SUGAR	DIRECTOR (EFF 5/25)	5.00	Director	$0	$0	$0
ROBIN BAGLIETTO	DIRECTOR (THRU 6/25)	5.00	Director	$0	$0	$0
KRISTEN BIRTWHISTLE	PRESIDENT & CEO	40.00	Officer	$152,655	$12,184	$164,839
SAMNANG PRAK	FINANCE DIRECTOR	40.00	Officer	$101,853	$11,158	$113,011

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$2,323,476	$1,847,937	$4,075,710	$475,539
2024	$1,856,012	$1,693,262	$3,919,562	$162,750
2023	$1,495,991	$1,441,507	$3,668,980	$54,484
2022	$1,054,427	$1,143,318	$2,521,174	$-88,891
2021	$2,271,646	$1,879,673	$2,628,843	$391,973
2020	$2,862,901	$2,730,557	$2,300,411	$132,344
2019	$1,644,390	$1,645,584	$2,226,100	$-1,194
2018	$1,743,308	$1,737,439	$1,957,996	$5,869

UNITED WAY OF SAN JOAQUIN COUNTY