STOCKTON, CA
4 risk indicators measuring financial stability and operational resilience
Sign in with your work email to view Tuckman-Chang indicators
Sign In — Free (10 views/day)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.
TO IMPROVE THE LIVES OF PEOPLE BY MOBILIZING THE CARING POWER OF COMMUNITIES. WE ENVISION A COMMUNITY WHERE GENEROSITY OF INDIVIDUALS AND BUSINESSES IS COUPLED WITH SERVICES PROVIDED BY COMMUNITY ORGANIZATIONS TO IMPROVE PEOPLE'S LIVES.
THE UNITED WAY OF SAN JOAQUIN COUNTY'S MAIN PURPOSE INCLUDES ASSESSING ON A CONTINUAL BASIS, THE COMMUNITY'S NEED FOR HUMAN SERVICES AND DEVELOPING FINANCIAL RESOURCES TO MEET HUMAN SERVICE NEEDS OF...
THE UNITED WAY OF SAN JOAQUIN COUNTY'S MAIN PURPOSE INCLUDES ASSESSING ON A CONTINUAL BASIS, THE COMMUNITY'S NEED FOR HUMAN SERVICES AND DEVELOPING FINANCIAL RESOURCES TO MEET HUMAN SERVICE NEEDS OF THE COMMUNITY.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
Sign in to view Trantor Score and financial metrics
Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 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% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
Sign in to view all financial metrics
Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| 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 |
| 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 |
Compare UNITED WAY OF SAN JOAQUIN COUNTY with other nonprofits in California and across the country.