United Way of Merced County

EIN: 942633265 501(c)(3) Philanthropy & Grantmaking

Merced, CA

Total Revenue
$6,496,223
Total Expenses
$4,351,118
Total Assets
$5,799,319
Net Assets
$3,673,861
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1954
Legal Domicile
CA
Principal Officer
Robert Hypes
Phone
2094465042
Tax Period
2024-07-01 to 2025-06-30

United Way of Merced County, founded in 1954, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.5M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.1M, a strong 33% operating margin.

Mission

We mobilize the caring power of our community to advance health stability and opportunity for all.

Program Service Accomplishments

Program 1
Expenses: $2,406,074 Revenue: $1,564,946

United Way of Merced County operates a range of community support programs aimed at strengthening economic stability access to information and organizational capacity across Merced County and the...

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United Way of Merced County operates a range of community support programs aimed at strengthening economic stability access to information and organizational capacity across Merced County and the surrounding region. Programs include free tax preparation assistance through the Volunteer Income Tax Assistance VITA program 2-1-1 information and referral services connecting residents to local resources language access services to reduce communication barriers for limited-English-proficient individuals capacity-building support for nonprofit organizations through its RISE initiative and disaster relief coordination in response to local emergencies. Together these programs reflect the organizations commitment to ensuring equitable access to essential services and building a more resilient community.

Program 2
Expenses: $1,307,540 Revenue: $2,492,908

United Way of Merced County provides community-based healthcare services designed to improve health outcomes for underserved populations in Merced County. Through its Enhanced Care Management ECM...

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United Way of Merced County provides community-based healthcare services designed to improve health outcomes for underserved populations in Merced County. Through its Enhanced Care Management ECM Community Supports CS and Community Health Worker CHW programs the organization connects individuals to care coordination social services and health education. These programs serve individuals enrolled in Medi-Cal who face complex health and social needs with the goal of reducing barriers to care addressing social determinants of health and supporting whole-person wellness. Services are delivered through direct outreach care navigation and collaboration with managed care plans healthcare providers and community-based organizations.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,316,701
Program Service Revenue $4,057,854
Investment Income $75,063
Other Revenue $46,605
TOTAL REVENUE $6,496,223

Expense Breakdown

Grants Paid $675,039
Salaries & Benefits $2,457,703
Fundraising Expenses $28,802
Program Expenses $3,713,614
Other Expenses $1,218,376
TOTAL EXPENSES $4,351,118

Year-over-Year Comparison

2024 2023 Change
Revenue $6,496,223 $5,597,150 +0.2%
Expenses $4,351,118 $5,575,634 -0.2%
Net Income $2,145,105 $21,516 +98.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
10
Employees
49
Volunteers
51

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
5
$223,466
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Robert Hypes Chief Executive Officer 40.00
Officer
$107,760 $13,350 $121,110
Jonathan Towell Chief Operating Officer 40.00
Officer
$93,956 $8,400 $102,356
Susan Walsh President 1.00
Officer Director
$0 $0 $0
Joy Alexander Vice President 1.00
Officer Director
$0 $0 $0
Jessica Moran Treasurer 1.00
Officer Director
$0 $0 $0
Sheilah Brooks Director 1.00
Director
$0 $0 $0
Bob Harmon Director 1.00
Director
$0 $0 $0
Will Kelly Director 1.00
Director
$0 $0 $0
Teri Kleinen Director 1.00
Director
$0 $0 $0
Christie Hendricks Director 1.00
Director
$0 $0 $0
Colton Dennis Director 1.00
Director
$0 $0 $0
Ashely Smith-Jenkins Director 1.00
Director
$0 $0 $0
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 $6,496,223 $4,351,118 $5,799,319 $2,145,105
2024 $5,597,150 $5,575,634 $4,246,774 $21,516
2023 $2,706,222 $2,327,412 $6,550,340 $378,810
2022 $2,373,690 $2,256,886 $2,169,672 $116,804
2021 $2,166,830 $2,254,198 $2,335,887 $-87,368
2020 $2,180,824 $1,614,527 $2,576,805 $566,297
2019 $1,637,007 $1,608,855 $1,249,112 $28,152
2018 $1,486,617 $1,544,421 $1,418,051 $-57,804
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