UNITED WAY OF TULARE COUNTY

EIN: 946100424 501(c)(3) Philanthropy & Grantmaking

TULARE, CA

Total Revenue
$1,057,501
Total Expenses
$1,157,247
Total Assets
$1,407,268
Net Assets
$1,231,299
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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
1963
Legal Domicile
CA
Principal Officer
ROSEMARY CASO
Phone
5596851766
Tax Period
2024-04-01 to 2025-03-31

UNITED WAY OF TULARE COUNTY, founded in 1963, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.1M in total revenue in fiscal year 2024. Revenue fell 34% from the prior year — a significant decline worth monitoring.

Mission

UNITED WAY OF TULARE COUNTY STRENGTHENS 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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $856,400
Program Service Revenue $53,008
Investment Income $23,026
Other Revenue $125,067
TOTAL REVENUE $1,057,501

Expense Breakdown

Grants Paid $235,416
Salaries & Benefits $523,930
Fundraising Expenses $131,171
Program Expenses $865,100
Other Expenses $397,901
TOTAL EXPENSES $1,157,247

Year-over-Year Comparison

2024 2023 Change
Revenue $1,057,501 $1,597,904 -0.3%
Expenses $1,157,247 $1,211,870 0.0%
Net Income $-99,746 $386,034 -1.3%
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

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Governance

Voting Members
18
Independent Members
18
Employees
11
Volunteers
271

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
11
$108,865
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
WAYNE CLARK BOARD MEMBER 1.00
Director
$0 $0 $0
CHRIS GOMEZ BOARD MEMBER 1.00
Director
$0 $0 $0
KURT HARDCASTLE BOARD MEMBER 1.00
Director
$0 $0 $0
FRANCENA MARTINEZ BOARD MEMBER 1.00
Director
$0 $0 $0
PABLO MARTINEZ BOARD MEMBER 1.00
Director
$0 $0 $0
DEREK ONSTOTT BOARD MEMBER 1.00
Director
$0 $0 $0
CRYSTAL WILLIAMS BOARD MEMBER 1.00
Director
$0 $0 $0
STEFANI WOODS BOARD MEMBER 1.00
Director
$0 $0 $0
STACEY BEACHY SECRETARY 1.00
Officer
$0 $0 $0
KRIS BRUCE BOARD MEMBER 1.00
Officer
$0 $0 $0
MARY JO ESTES BOARD MEMBER 1.00
Officer
$0 $0 $0
KARISHMA FAZALBHOY BOARD MEMBER 1.00
Officer
$0 $0 $0
STACY FLENORY BOARD MEMBER 1.00
Officer
$0 $0 $0
SUSANA HANSON 2ND VP 1.00
Officer
$0 $0 $0
JEREMY MORRIS TREARURER 1.00
Officer
$0 $0 $0
JC PALERMO 1ST VP 1.00
Officer
$0 $0 $0
CRAIG RUSSELL SECRETARY 1.00
Officer
$0 $0 $0
DREW SORENSEN PRESIDENT 1.00
Officer
$0 $0 $0
ROSEMARY CASO EXECUTIVE DIRECTOR 40.00
Officer
$108,865 $0 $108,865
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 $1,057,501 $1,157,247 $1,407,268 $-99,746
2024 $1,597,904 $1,211,870 $1,501,264 $386,034
2023 $958,333 $1,089,920 $1,091,597 $-131,587
2022 $1,314,410 $1,363,184 $1,282,557 $-48,774
2021 $3,387,372 $2,802,503 $1,232,719 $584,869
2020 $715,624 $798,445 $777,469 $-82,821
2019 $1,061,846 $1,281,683 $873,472 $-219,837
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