Arrowhead United Way

EIN: 951934586 501(c)(3) Philanthropy & Grantmaking

San Bernardino, CA

Total Revenue
$613,836
Total Expenses
$769,179
Total Assets
$1,077,354
Net Assets
$1,014,871
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1957
Legal Domicile
CA
Phone
9098849441
Tax Period
2023-07-01 to 2024-06-30

Arrowhead United Way, founded in 1957, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $614K in total revenue in fiscal year 2023. Revenue fell 50% from the prior year — a significant decline worth monitoring. Expenses of $769K exceeded revenue, resulting in a 25% operating deficit.

Mission

We work collaboratively with our partner agencies, other community organizations, public agencies, corporations, philanthropic, faith-based organizations and individuals. We focus on solutions.

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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 (2023)

Revenue Breakdown

Contributions & Grants $608,285
Program Service Revenue $0
Investment Income $5,551
Other Revenue $0
TOTAL REVENUE $613,836

Expense Breakdown

Grants Paid $240,004
Salaries & Benefits $343,762
Fundraising Expenses $209,085
Program Expenses $337,645
Other Expenses $185,413
TOTAL EXPENSES $769,179

Year-over-Year Comparison

2023 2022 Change
Revenue $613,836 $1,216,876 -0.5%
Expenses $769,179 $1,328,848 -0.4%
Net Income $-155,343 $-111,972 +0.4%
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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Governance

Voting Members
16
Independent Members
16
Employees
7
Volunteers
100

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
$111,133
Total Directors
17
$111,133
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Diana Rodriguez Board Chair 2
Officer Director
$0 $0 $0
George San Martin VP-Resource Director 1
Officer Director
$0 $0 $0
Kevin Fischer VP-Finance Chair 1
Officer Director
$0 $0 $0
Alton Garrett VP-Community Impact 2
Officer Director
$0 $0 $0
Roz Nolan Secretary 1
Director
$0 $0 $0
Brenda Dowdy Board Member 1
Director
$0 $0 $0
Joseph Gist Board Member 1
Director
$0 $0 $0
Jerry Gutierrez Board Member 1
Director
$0 $0 $0
Charles Karsch Board Member 1
Director
$0 $0 $0
Mike Kennedy Board Member 1
Director
$0 $0 $0
Barbara McGee Board Member 1
Director
$0 $0 $0
Pam Montana Board Member 1
Director
$0 $0 $0
Sandra Rodriguez Board Member 1
Director
$0 $0 $0
Olivia Rosas Board Member 1
Director
$0 $0 $0
Martin Serna Board Member 1
Director
$0 $0 $0
Stacie Traficante Board Member 1
Director
$0 $0 $0
Gwen Rodgers President/CEO 40
Officer Director Highest
$111,133 $0 $111,133
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 No data No data No data No data
2024 $613,836 $769,179 $1,077,354 $-155,343
2023 $1,216,876 $1,328,848 $1,219,840 $-111,972
2022 $1,799,832 $1,571,853 $1,338,284 $227,979
2021 $1,697,915 $1,796,139 $1,096,639 $-98,224
2020 $2,075,874 $1,725,074 $1,242,166 $350,800
2019 $1,261,061 $1,218,704 $885,605 $42,357
2018 $1,884,006 $1,943,774 $917,317 $-59,768
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