UNITED WAY OF CENTRAL EASTERN CALIFORNIA DBA UNITED WAY OF KERN COUNTY

EIN: 952274560 501(c)(3) Philanthropy & Grantmaking

BAKERSFIELD, CA

Total Revenue
$2,326,431
Total Expenses
$2,827,323
Total Assets
$1,582,661
Net Assets
$222,636
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1963
Legal Domicile
CA
Principal Officer
ERIC ARIAS
Phone
6618341820
Tax Period
2023-07-01 to 2024-06-30

UNITED WAY OF CENTRAL EASTERN CALIFORNIA DBA UNITED WAY OF KERN COUNTY, founded in 1963, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.3M in total revenue in fiscal year 2023. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $2.8M exceeded revenue, resulting in a 22% operating deficit.

Mission

THE MISSION OF THE UNITED WAY OF KERN COUNTY IS TO "MOBILIZE DONORS, ADVOCATES AND VOLUNTEERS TO IMPROVE LIVES IN KERN COUNTY." THE ORGANIZATION ACCOMPLISHES THIS BY RAISING AND INVESTING FINANCIAL RESOURCES IN PROGRAMS THAT ADVANCE THE COMMON GOOD; COLLABORATING WITH OTHER ORGANIZATIONS TO LEVERAGE RESOURCES AROUND CRITICAL COMMUNITY ISSUES; ENGAGING VOLUNTEERS IN SERVICE; AND ADVOCATING FOR PUBLIC POLICIES THAT FURTHER ITS OBJECTIVES.

Program Service Accomplishments

Program 1
Expenses: $848,196

EARLY CHILDHOOD LITERACY AND DEVELOPMENT: THE ORGANIZATION WORKS TO IMPROVE HEALTH AND SCHOOL READINESS AMONG PRE-SCHOOL CHILDREN BY EMPOWERING PARENTS AND CAREGIVERS TO BE THEIR CHILDREN'S FIRST...

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EARLY CHILDHOOD LITERACY AND DEVELOPMENT: THE ORGANIZATION WORKS TO IMPROVE HEALTH AND SCHOOL READINESS AMONG PRE-SCHOOL CHILDREN BY EMPOWERING PARENTS AND CAREGIVERS TO BE THEIR CHILDREN'S FIRST TEACHERS. PROGRAMS INCLUDE RAISING A READER, WHICH PROVIDES BOOK DISTRIBUTIONS TO LOW-INCOME PRESCHOOLS; BORNLEARNING, WHICH PROVIDES PARENT EDUCATION MATERIALS, BOOKS AND RESOURCES TO FAMILIES OF NEWBORNS AND YOUNG CHILDREN; AND A BOOK-OF-THE-MONTH CLUB, WHICH PROVIDES FREE CHILDREN'S BOOKS TO MORE THAN 440 FAMILIES EACH MONTH. BORNLEARNING TRAILS HAVE BEEN INSTALLED IN SIX LOCAL PARKS, PROVIDING EDUCATIONAL ACTIVITIES FOR PARENTS TO ENGAGE IN WITH THEIR CHILDREN AS THEY ENJOY TIME TOGETHER AT PLAY.

Program 2
Expenses: $1,130,929

VITA PROGRAM:DURING THE YEAR, UWKC LED A COALITION OF PUBLIC, PRIVATE AND NONPROFIT ORGANIZATIONS IN PROVIDING FREE VOLUNTEER INCOME TAX ASSISTANCE (VITA) SERVICES TO LOW AND MODERATE-INCOME...

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VITA PROGRAM:DURING THE YEAR, UWKC LED A COALITION OF PUBLIC, PRIVATE AND NONPROFIT ORGANIZATIONS IN PROVIDING FREE VOLUNTEER INCOME TAX ASSISTANCE (VITA) SERVICES TO LOW AND MODERATE-INCOME TAXPAYERS. THE GROUP, KNOWN COLLECTIVELY AS THE KERN VITA PARTNERSHIP, OPERATES FIXED-SITE AND MOBILE TAX PREPARATION CENTERS, STAFFED BY IRS-CERTIFIED VOLUNTEERS. THE GOAL IS TO HELP ELIGIBLE RESIDENTS CLAIM ALL THE TAX BENEFITS THEY HAVE EARNED, PARTICULARLY THE EARNED INCOME TAX CREDIT AND THE CHILD TAX CREDIT. NEARLY 2,700 TAX RETURNS WERE FILED, AND $4.4 MILLION IN REFUNDS CLAIMED.

Program 3
Expenses: $339,279

HOMELESS COLLABORATIVE PROJECT MANAGEMENT:UWKC IS THE LEAD AGENCY FOR THE KERN COUNTY HOMELESS COLLABORATIVE, A GROUP OF 24 PUBLIC, PRIVATE AND NONPROFIT ORGANIZATIONS WORKING TO REDUCE HOMELESSNESS...

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HOMELESS COLLABORATIVE PROJECT MANAGEMENT:UWKC IS THE LEAD AGENCY FOR THE KERN COUNTY HOMELESS COLLABORATIVE, A GROUP OF 24 PUBLIC, PRIVATE AND NONPROFIT ORGANIZATIONS WORKING TO REDUCE HOMELESSNESS IN KERN COUNTY. UWKC ACTS AS THE COLLABORATIVE'S FISCAL SPONSOR AND EMPLOYS A FULL-TIME PROJECT MANAGER TO OVERSEE AND FACILITATE THE WORK OF THE COLLABORATIVE AND ITS MANY STANDING AND AD HOC COMMITTEES. WITH UWKC SUPPORT, THE COLLABORATIVE SUBMITS AN ANNUAL APPLICATION FOR FEDERAL FUNDING, WHICH BRINGS $3 MILLION TO $5 MILLION PER YEAR TO KERN COUNTY AGENCIES SERVING THE HOMELESS; CONDUCTS AN ANNUAL POINT-IN-TIME COUNT OF THE HOMELESS; CONDUCTS HOMELESS OUTREACH EVENTS; AND CONTINUALLY EDUCATES THE COMMUNITY ON THE ISSUE OF HOMELESSNESS.

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Trantor Score

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,363,436
Program Service Revenue $1,701
Investment Income $13,557
Other Revenue $-52,263
TOTAL REVENUE $2,326,431

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,504,751
Fundraising Expenses $282,734
Program Expenses $2,318,404
Other Expenses $1,322,572
TOTAL EXPENSES $2,827,323

Year-over-Year Comparison

2023 2022 Change
Revenue $2,326,431 $2,914,668 -0.2%
Expenses $2,827,323 $2,826,417 +0.0%
Net Income $-500,892 $88,251 -6.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
12
Independent Members
12
Employees
34
Volunteers
160

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
6
$146,730
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOE GARCIA CHAIR 2.00
Officer Director
$0 $0 $0
SANDEEP SINGH MALHI VICE CHAIR 2.00
Officer Director
$0 $0 $0
JORDAN KAUFMAN TREASURER 2.00
Officer Director
$0 $0 $0
EMILY DURAN BOARD MEMBER 1.00
Director
$0 $0 $0
DR TIMOTHY FULENWIDER BOARD MEMBER 1.00
Director
$0 $0 $0
DR JESSICA GRIMES BOARD MEMBER 1.00
Director
$0 $0 $0
ANA MONTENEGRO BOARD MEMBER 1.00
Director
$0 $0 $0
ANTONIO LOZANO BOARD MEMBER 1.00
Director
$0 $0 $0
ENDEE GRIJALVA BOARD MEMBER 1.00
Director
$0 $0 $0
ERIC ARIAS BOARD MEMBER 1.00
Director
$0 $0 $0
MATT ROGERS PAST CHAIR 2.00
Officer Director
$0 $0 $0
JAVIER LOZANO PAST CHAIR 2.00
Officer Director
$0 $0 $0
MARI PEREZ-DOWLING PRESIDENT 40.00
Officer
$146,730 $0 $146,730
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
2024 No data No data No data No data
2024 $2,326,431 $2,827,323 $1,582,661 $-500,892
2023 $2,914,668 $2,826,417 $1,899,383 $88,251
2022 $1,766,869 $1,941,178 $1,890,643 $-174,309
2021 $3,190,166 $3,392,795 $1,772,653 $-202,629
2020 $3,075,838 $3,018,017 $3,211,998 $57,821
2019 $2,110,561 $2,133,076 $2,468,226 $-22,515
2018 $1,125,378 $1,240,387 $792,259 $-115,009
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