UNITED WAY OF CENTRAL EASTERN CALIFORNIA DBA UNITED WAY OF KERN COUNTY (EIN 952274560) - Form 990 Financial Analysis & Trantor Score

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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

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.

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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%)

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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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

Governance

Voting Members

Independent Members

Employees

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

$146,730

Total Directors

Key Employees

Highest Compensated

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

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