2024-05-15T18:18:21-05:00 2023-06-30 273401331 ALICIA OREJEL CPA 1175 IDAHO STREET SUITE 203 REDLANDS CA 92374 990 2022-07-01 330502676 INLAND EMPIRE UNITED WAY INLA 9099802857 1511 S VINEYARD AVE ONTARIO CA 91761 KIMBERLY STARRS PRESIDENT & CEO 9099802857 2024-05-15 1 KIMBERLY STARRS 999009999 1 ALICIA OREJEL P00847432 9092560975 2024-05-15 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KIMBERLY STARRS 1511 S VINEYARD AVE ONTARIO CA 91761 1053532 0 X WWW.INLANDSOCALUW.ORG X 1992 CA THE MISSION OF INLAND EMPIRE UNITED WAY IS TO ENGAGE THE COMMUNITY TO IMPROVE THE LIVES AND FUTURES OF THOSE IN NEED. WE ENVISION A CARING COMMUNITY WHERE EVERYONE HAS ACCESS TO NEEDED RESOURCES TO SUCCEED. PARTNERING WITH A NETWORK OF LOCAL NON-PROFIT ORGANIZATIONS, UNITED WAY DELIVERS CRITICAL SERVICES TO OUR COMMUNITY, AND INCREASES THE POWER OF LOCAL CHARITIES BY PROVIDING DEDICATED VOLUNTEERS. 31 31 0 0 0 0 3834535 1017363 0 0 619 27664 73439 8505 3908593 1053532 0 0 0 0 1574319 682387 0 0 0 2522870 541034 4097189 1223421 -188596 -169889 2951190 3279063 576013 1745682 2375177 1533381 X THE MISSION OF INLAND EMPIRE UNITED WAY IS TO ENGAGE THE COMMUNITY TO IMPROVE THE LIVES AND FUTURES OF THOSE IN NEED. WE ENVISION A CARING COMMUNITY WHERE EVERYONE HAS ACCESS TO NEEDED RESOURCES TO SUCCEED. PARTNERING WITH A NETWORK OF LOCAL NON-PROFIT ORGANIZATIONS, UNITED WAY DELIVERS CRITICAL SERVICES TO OUR COMMUNITY, AND INCREASES THE POWER OF LOCAL CHARITIES BY PROVIDING DEDICATED VOLUNTEERS. 0 0 625352 PROGRAMS PROVIDE DISADVANTAGED CHILDREN WITH THE RESOURCES THEY NEED TO LEARN AND SUCCEED IN SCHOOL. THESE PROGRAMS ARE WORKING IN OUR COMMUNITY TO ALLEVIATE CHILDHOOD HUNGER AND FOOD INSECURITY AND PROVIDE SCHOOL SUPPLIES AND TO MEET OTHER BASIC NEEDS. WE PARTNER WITH LOCAL SCHOOLS, COMPANIES, COMMUNITY ORGANIZATIONS, AND VOLUNTEERS TO ACCOMPLISH THESE GOALS. THE KIDS PACK PROGRAM SUPPLIES HOMELESS AND LOW INCOME SCHOOL CHILDREN WITH NUTRITIOUS FOODS TO ENSURE THE CHILD HAS ENOUGH TO EAT DURING WEEKENDS. THE SCHOOL TOOLS PROGRAM EXSISTS SO THAT CHILDREN IN OUR COMMUNITY WILL HAVE AN OPPORTUNITY TO LEARN AND SUCCEED. SCHOOL TOOLS PROVIDES TEACHERS FROM LOW-INCOME SCHOOLS WITH A RESOURCE CENTER WHERE THEY CAN RECEIVE SUPPLIES FOR THEIR STUDENTS AT NO CHARGE. AT THE TEACHER RESOURCE CENTER, TEACHERS ARE ABLE TO CHOOSE FROM A WIDE ARRAY OF BASIC SCHOOL SUPPLIES, FUN INCENTIVE ITEMS, AND ARTS AND CRAFTS SUPPLIES THAT ENCOURAGE CREATIVITY. 389058 PATHWAYS HOME IS A COORDINATED ENTRY SYSTEM RESPONDING TO HOMELESSNESS IN SAN BERNARDINO COUNTY. IEUW, THROUGH ITS 211 PROGRAMS, IS THE CONTINUUM OF CARE AND HUD APPROVED AGENCY DESIGNATED TO OPERATE AS THE SOLE COORDINATOR WITHIN THIS HOMELESSNESS RESPONSE SYSTEM AND IS ULTIMATELY RESPONSIBLE FOR SYSTEM WIDE METRICS. UNDER THE UNIQUE NEUTRAL AND TRUSTED OPERATIONAL SPACE OF UNITED WAY'S 211 SYSTEM,PATHWAYS HOME CONSISTS OF A TIGHT COLLABORATION OF MORE THAT TWO DOZEN NONPROFIT AGENCIES AND SEVERAL COUNTY DEPARTMENTS, PARTNERING TO ACTUALLY END HOMELESSNESS IN SAN BERNARDINO COUNTY. 211 OFFERS MUCH MORE SIMPLE INFORMATION & REFERRALS, WITH PEER-TO-PEER VETERANS AND REENTRY STAFF AND ADDIONAL NAVIGATION SPECIALISTS IN EMPLOYMENT, FOSTER SYSTEM FAMILIES, AND PRESCHOOL, FOSTER SYSTEM FAMILITIES, AND PRESCHOOL. 6210 ADDITIONAL PROGRAMS INCLUDE REENTRY SERVICES AND WORKFORCE DEVELOPMENT PROGRAMS THAT ASSIST RESIDENTS EXPERIENCING BARRIERS TO EMPLOYMENT. SERVICES INCLUDE RESUME WORKSHOPS, JOB COACHING, INTERVIEW SKILLS TRAINING, AND WRAPAROUND SERVICES INCLUDING FOOD, CLOTHING, AND TRANSPORTATION ASSISTANCE TO ASSIST PROGRAM PARTICIPANTS TO SECURING EMPLOYMENT. 1020620 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 15 0 1 0 0 0 0 0 0 0 0 0 0 0 X 31 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X THE ORGANIZATION 9099802857 1511 S VINEYARD AVE ONTARIO CA 91761 ALI ARA BOARD MEMBER 0.50 0.50 X 0 0 0 KURT VON STEINBERGS BOARD MEMBER 0.50 0.50 X 0 0 0 JIM GAYNOR BOARD MEMBER 0.50 0.50 X 0 0 0 ROGER CRAWFORD BOARD MEMBER 0.50 0.50 X 0 0 0 RUBY HUEY BOARD MEMBER 0.50 0.50 X 0 0 0 MICHAEL KOUYOUMDJIAN BOARD MEMBER 0.50 0.50 X 0 0 0 EDWARD ORNELAS BOARD MEMBER 0.50 0.50 X 0 0 0 JOHN BIBEAU BOARD MEMBER 0.50 0.50 X 0 0 0 ELIA LUNA BOARD MEMBER 0.50 0.50 X 0 0 0 LISA WRIGHT PRESIDENT 1.00 40.00 X X 0 263711 19574 BENITA BYRD SECRETARY 0.50 0.50 X X 0 0 0 DAVID WAHLQUIST BOARD MEMBER 0.50 0.50 X 0 0 0 AARON NORRIS BOARD MEMBER 0.50 0.50 X 0 0 0 GRACIE TORRES BOARD MEMBER 0.50 0.50 X 0 0 0 JEFF LEWIS VICE CHAIR 0.50 0.50 X X 0 0 0 JENNIFER FULLER BOARD MEMBER 0.50 0.50 X 0 0 0 JOHN LAPKE BOARD MEMBER 0.50 0.50 X 0 0 0 JOHNNY MENESES BOARD MEMBER 0.50 0.50 X 0 0 0 JULIANA ADAMS BOARD MEMBER 0.50 0.50 X 0 0 0 CARA MOLINA BOARD MEMBER 0.50 0.50 X 0 0 0 MICAH TOKUDA TREASURER 0.50 0.50 X X 0 0 0 NOLAN GOUVEIA BOARD MEMBER 0.50 0.50 X 0 0 0 ORION GOE BOARD MEMBER 0.50 0.50 X 0 0 0 ROB LURKINS BOARD MEMBER 0.50 0.50 X 0 0 0 TIFFANY GOMEZ CHAIR 0.50 0.50 X X 0 0 0 RUDY LOVATO BOARD MEMBER 0.50 0.50 X 0 0 0 STEVE HEMENWAY BOARD MEMBER 0.50 0.50 X 0 0 0 ELLIE BENNETT BOARD MEMBER 0.50 0.50 X 0 0 0 JIJI ABRAHAM BOARD MEMBER 0.50 0.50 X 0 0 0 JOANN YOUNG BOARD MEMBER 0.50 0.50 X 0 0 0 MARTINREX KEDZIORA BOARD MEMBER 0.50 0.50 X 0 0 0 VADIM DEMENTYEV BOARD MEMBER 0.50 0.50 X 0 0 0 0 263711 19574 0 0 1 0 0 455 633804 383104 1017363 27664 27664 OTHER INCOME 900099 8505 8505 8505 1053532 8505 0 27664 640695 506401 134294 4244 3353 891 16534 13062 3472 20914 16522 4392 39935 39935 117614 115843 1771 7257 7257 2995 2995 46937 45939 998 4371 4371 5554 5554 4404 4404 TELEPHONE & INTERNET 125836 125490 346 SUPPLIES 89872 89529 343 EQUIPMENT RENTALS 41755 27129 14626 DUES AND SUBSCRIPTIONS 26164 26164 28340 26607 1733 1223421 1020620 202801 0 531378 404743 28882 332384 870766 776112 314641 202378 199745 17571 2633 1187952 1763191 2951190 3279063 323471 31292 175080 172061 77462 1542329 576013 1745682 X 1993020 1463144 382157 70237 2375177 1533381 2951190 3279063 X -169889 -671907 X X 0 1 X 1 0 X 4508012 5144702 6716794 3834535 1017363 21221406 4508012 5144702 6716794 3834535 1017363 21221406 21221406 1784 327 457 619 27664 30851 24805 56446 136069 73439 8505 299264 21551521 0.98470 0.98840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45170 45170 0 157208 154575 2633 2633 DEPOSITS 32165 DUE TO/FROM RELATED ENTITIES (ISCUW & ISC211+) 1727845 EMPLOYEE ADVANCES 3181 1763191 FISCAL AGENT ACCOUNTS 19627 DESIGNATIONS PAYABLE 97931 DUE FROM RELATED PARTIES - ISC211+ 1424771 1542329 X PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501 (C) (3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. IT IS CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. THE ORGANIZATION HAS EVALUTED ITS TAX POSITIONS AND THE CERTAINTY AS TO WHETHER THOSE POSITIONS WILL BE SUBSTAINED IN THE EVENT OF ANY AUDIT BY TAXING AUTHORITIES AT THE FEDERAL AND STATE LEVELS. THE PRIMARY TAX POSITIONS EVALUATED RELATE TO THE ORGANIZATION'S CONTINUED QUALIFICATION AS A TAX-EXEMPT ORGANIZATION AND WHETHER THERE ARE UNRELATED BUSINESS INCOME ACTIVITIES THAT WOULD BE TAXABLE. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS WILL MORE LIKELY THAT NOT (>50%) BE SUBSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE ORGANIZATION FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF CALIFORNIA. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. 0 0 0 0 0 0 0 0 0 LISA WRIGHT PRESIDENT 0 263711 0 0 0 0 0 12665 0 6909 0 283285 0 0 PART I, LINE 1A N/A PART I, LINE 1B N/A PART I, LINE 3 THE ORGANIZATION DOES NOT HAVE A CEO/EXECUTIVE DIRECTOR. INSTEAD, THE ORGANIZATION HAS A MANAGEMENT SERVICES AGREEMENT WITH INLAND SOUTHERN CALIFORNIA UNITED WAY (A BOTHER-SISTER ORGANIZATION) WHO IS CONTROLLED BY THE SAME BOARD OF DIRECTORS. COMPENSATION POLICIES ARE DESCRIBED IN SCHEDULE O. PART I, LINE 7 N/A PART I, LINE 8 N/A FORM 990, PART VI, SECTION B, LINE 11B IT IS THE INLAND EMPIRE UNITED WAY'S POLICY THAT THE BOARD OF DIRECTORS REVIEW THE IRS FORM 990 BEFORE IT IS FILED WITH THE IRS. A BOARD RESOLUTION IS NOT REQUIRED IN ORDER FOR THE FORM 990 TO BE FILED. THE MEANS OF DELIVERY SHALL BE VIA E-MAIL TO EACH DIRECTOR'S EMAIL ADDRESS. FORM 990, PART VI, SECTION B, LINE 12C BEFORE ASSIGNMENT AS A MEMBER OF THE BOARD, COMMITEE MEMBER, OR INLAND EMPIRE UNITED WAY (IEUW) EMPLOYEE AND ANNUALLY THEREAFTER, VOLUNTEERS AND STAFF WILL BE ASKED TO DISCLOSE THE FOLLOWING: A) CURRENT UNITED WAY VOLUNTEER AND STAFF ASSIGNMENTS, B) BOARD MEMBERSHIPS OF VOLUNTARY ORGANIZATIONS, C) CONTRACTS AND/OR VOLUNTEER SERVICES WITH SYSTEM PARTNERS, D) STAFF OR BOARD ASSOCIATIONS OF IMMEDIATE FAMILY MEMBERS AND E) AND OTHER POSSIBLE CONFLICTS OF INTEREST RELATED TO POTENTIAL SERVICE PROVIDERS. THROUGHOUT THEIR TERMS OF APPOINTMENT AND EMPLOYMENT WITH IEUW, VOLUNTEERS AND STAFF ARE RESPONSIBLE FOR IDENTIFYING POTENTIAL CONFLCTS OF INTEREST AS THEY ARISE. ANNUALLY, THE OFFICERS, DIRECTORS AND EMPLOYEES OF IEUW WILL BE EMAILED IEUW'S CONFLICT OF INTEREST POLICY OR DUALITY OF INTEREST CERTIFICATION. EACH RECIPIENT WILL EITHER MANUALLY OR ELECTRONICALLY COMPLETE THE CONFLICT OR DUALITY OF INTEREST CERTIFICATION AND RETURN IT BY EMAIL OR MAIL IT TO THE CFO OF IEUW. THE CFO WILL THEN SUMMARIZE AND REVIEW THE CERTIFICATION FOR COMPLETENESS. IN THE EVENT THAT A POTENTIAL CONFLICT OR DUALITY OF INTEREST FOR ANY VOLUNTEER OR EMPLOYEE OF IEUW IS REVEALED, THOSE CERTIFICATIONS WILL BE FORWARDED TO THE CHAIR OF THE BOARD OF DIRECTORS. ALL CERTIFICATIONS WILL BE KEPT ON FILE. THE CHAIR THEN DECIDES WHETHER A) THE VOLUNTEER (S)/ EMPLOYEE(S) SHOULD LEAVE THE ROOM DURING THE DISCUSSION, REVIEW AND VOTING IN CONNECTIONS OF THE MATTER; OR B) WHETHER THE VOLUNTEER (S)/EMPLOYEE(S) REMAIN IN THE ROOM FOR ANY PORTION OF THE DISCUSSION, REVIEW AND VOTING. VOLUNTEER (S)/STAFF WITH A CONFLICT OF INTEREST MUST ABSTAIN FROM VOTING. FUNDED AGENCY REPRESENTATIVES BOARD, STAFF OR VOLUNTEER) SHOULD OFFER TO EXCUSE THEMSELVES FROM ANY MEETING WHEN THEIR ORGANIZATION IS DISCUSSED IN ANY MATTER WHEREBY THAT ORGANIZATION MIGHT BE MATERIALLY AFFECTED. THERE MAY BE TIME WHEN IT WILL BE APPROPRATE FOR AGENCY REPRESENTATIVES TO PARTICIPATE IN PLANNING AND DECISION MAKING. THE GROUP WILL MAKE THE DETERMINATION. ALL DISCLOSURES, WITHDRAWALS AND ABSTENTIONS WILL BE RECORDED DULY IN THE MINUTES OF THE MEETING. FORM 990, PART VI, SECTION B, LINE 15 INLAND EMPIRE UNITED WAY'S PRIMARY OBJECTIVE IS TO PROVIDE A REASONABLE AND COMPETITIVE EXECUTIVE TOTAL COMPENSATION OPPORTUNITY CONSISTENT WITH MARKET-BASED COMPENSATION PRACTICES FOR INDIVIDUALS POSSESSING THE EXPERIENCE AND SKILLS NEEDED TO IMPROVE THE OVERALL PERFORMANCE OF THE ORGANIZATION. THE ORGANIZATION'S EXECUTIVE COMPENSATION PROGRAM IS DESIGNED TO ENCOURAGE THE ATTRACTION AND RETENTION OF HIGH-CALIBER EXECUTIVES; PROVIDE A COMPETITIVE TOTAL COMPENSATION PACKAGE INCLUDING BENEFITS; STRONGLY SUPPORT AND FURTHER TRANSITION TO A "PAY FOR PERFORMANCE" CULTURE THROUGH THE USE OF INCENTIVES FOR KEY EMPLOYEES; REINFORCE THE GOALS OF THE ORGANIZATION BY SUPPORTING TEAMWORK AND COLLABORATION; ENSURE THAT PAY IS PERCEIVED TO BE FAIR AND EQUITABLE; BE FLEXIBLE TO REWARD INDIVIDUAL ACCOMPLISHMENTS AS WELL AS ORGANIZATIONAL SUCCESS; ENSURE THAT THE PROGRAM IS EASY TO EXPLAIN, UNDERSTAND AND ADMINISTER; BALANCE THE NEED TO BE COMPETITIVE WITH THE LIMITS OF AVAILABLE FINANCIAL RESOURCES; AND ENSURE THAT THE PROGRAM COMPLIES WITH STATE AND FEDERAL LEGISLATION. WHILE IEUW FOCUSES ON COMPARABLE UNITED WAY ORGANIZATIONS NATIONWIDE TO BENCHMARK PAY, WE ALSO UNDERSTAND THAT THE MARKET FOR EXECUTIVE TALENT MAYBE BROADER THAN THIS GROUP. MARKET INFORMATION FROM ADDITIONAL MARKET SEGMENTS, PRIVATE FOUNDATIONS, AND PUBLISHED NOT-FOR-PROFIT COMPENSATION SURVEYS MAY BE USED AS A SUPPLEMENT. IN ADDITION, IEUW MAY ALSO COLLECT OTHER PUBLISHED SURVEY DATA, WHEN APPROPRIATE, FOR FOR-PROFIT ORGANIZATIONS FOR SPECIFIC FUNCTIONAL COMPETENCIES SUCH AS FINANCE AND HUMAN RESOURCES. TOGETHER WITH DATA FROM INLAND EMPIRE UNITED WAY THE COMPARABLE UNITED WAY ORGANIZATIONS, DATA FROM THESE MARKET SEGMENTS ARE USED TO ASSESS THE COMPETITIVENESS OF COMPENSATION. IN GENERAL, IEUW POSITIONS TOTAL COMPENSATION, INCLUDING BENEFITS, AT THE MEDIAN OF THE MARKET. PROGRAMS ARE DESIGNED TO BE FLEXIBLE SO THAT COMPENSATION CAN BE ABOVE OR BELOW THE MEDIAN BASED ON EXPERIENCE, PERFORMANCE AND BUSINESS NEED TO ATTRACT AND RETAIN SPECIFIC TALENT. IEUW'S EXECUTIVE COMPENSATION PROGRAM IS ADMINISTERED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR ESTABLISHING AND MAINTAINING A COMPETITIVE COMPENSATION PROGRAM FOR THE KEY EXECUTIVES OF THE ORGANIZATION. THE COMMITTEE MEETS TO REVIEW THE COMPENSATION PROGRAM AND MAKE RECOMMENDATIONS FOR ANY CHANGES TO THE BOARD OF DIRECTORS, AS APPROPRIATE. THE EXECUTIVE COMMITTEE COMMISSIONS AN ANNUAL REVIEW TO EVALUATE THE ORGANIZATION'S EXECUTIVE COMPENSATION PROGRAM AGAINST THE COMPETITIVE MARKET. THE EVALUATION IS REVIEWED IN THE SPRING OF EACH YEAR AND IS INTENDED TO ENSURE THAT THE COMPENSATION PROGRAM FALLS WITHIN A REASONABLE RANGE OF COMPETITIVE PRACTICES FOR COMPARABLE POSITIONS AMONG SIMILARLY SITUATED ORGANIZATIONS. FOLLOWING THIS REVIEW,THE COMMITTEE REVIEWS AND APPROVES FOR SELECTED KEY EXECUTIVES BASE SALARIES AND ANNUAL INCENTIVE OPPORTUNITY ADJUSTMENTS AND OBJECTIVES AND GOALS FOR THE UPCOMING YEAR'S ANNUAL INCENTIVE PLAN. THE COMMITTEE REVIEWS AND RECOMMENDS TO THE BOARD OF DIRECTORS SALARY APPROVAL AND INCENTIVE AWARDS FOR THE CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS OF THE INLAND EMPIRE UNITED WAY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE VIA OUR ORGANIZATIONS'S WEBSITE: WWW.ISCUW.ORG. FORM 990, PART XI, LINE 9: PRIOR YEAR ADJUSTMENTS AFTER TAX RETURN FILED -671,907. PART XII FINANCIAL STATEMENTS AND REPORTING THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT. THAT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. HOWEVER, AS OF 5/15/24 THE AUDIT FOR THE YEAR ENDED 6/30/23 HAD NOT YET BEEN COMPLETED. AN INDEPENDENT FIRM HAS BEEN RETAINED TO CONDUCT THE AUDIT WITHIN THE NEXT FEW WEEKS. INLAND SOUTHERN CALIFORNIA UNITED WAY 1835 CHICAGO AVENUE RIVERSIDE CA 92507 951742174 EDUCATION, FINANCIAL STABILITY, HOUSING CA 501(C)3 7 0 INLAND SOUTHERN CALIFORNIA 211 1511 S VINEYARD AVENUE ONTARIO CA 91761 952287250 RESOURCE REFERRALS CA 501(C)3 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 INLAND SOUTHERN CALIFORNIA 211 P 682387 COST REIMBURSEMENT