Nonprofit · EIN 94-1279805
UNITED WAY OF SAN JOAQUIN COUNTY
Tax-exempt · STOCKTON, CA 95203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,323,476 | $1,847,937 | $475,539 | $4,075,710 | $1,609,568 | $2,466,142 |
| June 30, 2024 | 990 | $1,856,012 | $1,693,262 | $162,750 | $3,919,562 | $1,930,949 | $1,988,613 |
| June 30, 2023 | 990 | $1,495,991 | $1,441,507 | $54,484 | $3,668,980 | $1,846,390 | $1,822,590 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,847,548
- of which government grants
- $438,466
- Program service revenue
- $397,871
- Investment income
- $69,988
- Net rental income
- $21,640
- Net gain from sales of assets
- $3,430
- Net income from fundraising events
- -$13,571
- Other revenue
- $8,069
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $299,348
- Other salaries and wages
- $466,103
- Salaries, compensation and benefits (total)
- $886,184
- Professional fundraising fees
- $0
- Accounting fees
- $23,575
- Occupancy
- $109,566
- Travel
- $30,936
- Depreciation
- $8,133
- Program services (functional)
- $1,433,197
- Management and general (functional)
- $414,740
Balance sheet and other
- Total assets, start of year
- $3,919,562
- Total assets, end of year
- $4,075,710
- Total liabilities, end of year
- $1,609,568
- Net assets, end of year
- $2,466,142
- Land, buildings and equipment
- $25,664
- Publicly traded securities
- $130,192
- Net assets without donor restrictions
- $2,466,142
- Gross receipts
- $2,426,327
- Employees
- 31
- Volunteers
- 50
- Year formed
- 1926
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KRISTEN BIRTWHISTLE | PRESIDENT & CEO Officer | 40 | $152,655 | $12,184 |
| SAMNANG PRAK | FINANCE DIRECTOR Officer | 40 | $101,853 | $11,158 |
| BRADLEY BURRELL | BOARD CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| CAROL ORNELAS | DIRECTOR Trustee or director | 5 | $0 | $0 |
| DEVINDER GREWAL | DIRECTOR Trustee or director | 5 | $0 | $0 |
| VENA FORD | DIRECTOR Trustee or director | 5 | $0 | $0 |
| PHILLIP MERLO | DIRECTOR Trustee or director | 5 | $0 | $0 |
| ANDREA ANDRADE | DIRECTOR Trustee or director | 5 | $0 | $0 |
| LAUREN SCHOENTHALER | DIRECTOR Trustee or director | 5 | $0 | $0 |
| NELLY VALDOVINOS | DIRECTOR Trustee or director | 5 | $0 | $0 |
| ANNA MARIE CARTER | DIRECTOR (EFF 1/25) Trustee or director | 5 | $0 | $0 |
| CARMEN PADILLA | DIRECTOR (EFF 1/25) Trustee or director | 5 | $0 | $0 |
| ALEX SUGAR | DIRECTOR (EFF 5/25) Trustee or director | 5 | $0 | $0 |
| ROBIN BAGLIETTO | DIRECTOR (THRU 6/25) Trustee or director | 5 | $0 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KRISTEN BIRTWHISTLE | PRESIDENT & CEO Officer | 40 | $156,260 | $8,651 |
| SAMNANG PRAK | FINANCE DIRECTOR Officer | 40 | $84,696 | $9,264 |
| ROBIN BAGLIETTO | DIRECTOR Trustee or director | 5 | $43,320 | $0 |
| BRADLEY BURRELL | BOARD CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| TAMMIE MURRELL | DIRECTOR (THRU 6/24) Trustee or director | 5 | $0 | $0 |
| CAROL ORNELAS | DIRECTOR Trustee or director | 5 | $0 | $0 |
| WILLIAM BUBBA PARIS | DIRECTOR Trustee or director | 5 | $0 | $0 |
| BRANDY THURMAN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| DE ANNA SOLINA | DIRECTOR Trustee or director | 5 | $0 | $0 |
| DEVINDER GREWAL | DIRECTOR Trustee or director | 5 | $0 | $0 |
| VENA FORD | DIRECTOR Trustee or director | 5 | $0 | $0 |
| PHILLIP MERLO | DIRECTOR Trustee or director | 5 | $0 | $0 |
| KEN MULLEN | DIRECTOR (THRU 3/24) Trustee or director | 5 | $0 | $0 |
| ANDREA ANDRADE | DIRECTOR (EFF 8/23) Trustee or director | 5 | $0 | $0 |
| LAUREN SCHOENTHALER | DIRECTOR (EFF 1/24) Trustee or director | 5 | $0 | $0 |
| NELLY VALDOVINOS | DIRECTOR Trustee or director | 5 | $0 | $0 |
990 for the year ended June 30, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KRISTEN BIRTHWHISTLE | PRESIDENT & CEO Officer | 40 | $168,230 | $18,414 |
| SAMNANG PRAK | FINANCE DIRECTOR Officer | 40 | $78,906 | $8,772 |
| TAMMIE MURRELL | CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| BRADLEY BURRELL | DIRECTOR Trustee or director | 5 | $0 | $0 |
| JANE R BUTTERFIELD THRU 623 | DIRECTOR Trustee or director | 5 | $0 | $0 |
| PAMELA EIBECK THRU 123 | DIRECTOR Trustee or director | 5 | $0 | $0 |
| KAT GONZALES THRU 1122 | DIRECTOR Trustee or director | 5 | $0 | $0 |
| CAROL ORNELAS | DIRECTOR Trustee or director | 5 | $0 | $0 |
| ERIC HORTON THRU 822 | DIRECTOR Trustee or director | 5 | $0 | $0 |
| WILLIAM BUBBA PARIS | DIRECTOR Trustee or director | 5 | $0 | $0 |
| BRANDY THURMAN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| DE ANNA SOLINA | DIRECTOR Trustee or director | 5 | $0 | $0 |
| RHODESIA RANSOM THRU 623 | DIRECTOR Trustee or director | 5 | $0 | $0 |
| DEVINDER GREWAL | DIRECTOR Trustee or director | 5 | $0 | $0 |
| ROBIN BAGLIETTO | DIRECTOR Trustee or director | 5 | $0 | $0 |
| VENA FORD EFF 223 | DIRECTOR Trustee or director | 5 | $0 | $0 |
| PHILLIP MERLO EFF 123 | DIRECTOR Trustee or director | 5 | $0 | $0 |
| KEN MULLEN EFF 722 | DIRECTOR Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 777 N PERSHING AVE STE 2B, STOCKTON, CA 95203-2154
- Principal officer (990 for 2024)
- KRISTEN BIRTWHISTLE, 777 N PERSHING AVENUE SUITE 2B, STOCKTON, CA 95203
- Signed the 990
- KRISTEN BIRTWHISTLE, PRESIDENT & CEO
- Phone
- (209) 469-6980
- Website
- WWW.UNITEDWAYSJC.ORG
- Return prepared by
- BOWMAN & COMPANY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1279805 or by the name UNITED WAY OF SAN JOAQUIN COUNTY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO IMPROVE THE LIVES OF PEOPLE BY MOBILIZING THE CARING POWER OF COMMUNITIES. WE ENVISION A COMMUNITY WHERE GENEROSITY OF INDIVIDUALS AND BUSINESSES IS COUPLED WITH SERVICES PROVIDED BY COMMUNITY ORGANIZATIONS TO IMPROVE PEOPLE'S LIVES.
Program accomplishments
- THE UNITED WAY OF SAN JOAQUIN COUNTY'S MAIN PURPOSE INCLUDES ASSESSING ON A CONTINUAL BASIS, THE COMMUNITY'S NEED FOR HUMAN SERVICES AND DEVELOPING FINANCIAL RESOURCES TO MEET HUMAN SERVICE NEEDS OF THE COMMUNITY.Expenses $1,433,197 · revenue $419,511
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-1279805
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1971
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,075,710
- Income (IRS master file)
- $2,426,327
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,323,476 | $1,847,937 | $4,075,710 | IRS |
| 990 | June 2024 | $1,856,012 | $1,693,262 | $3,919,562 | XML |
| 990 | June 2023 | $1,495,991 | $1,441,507 | $3,668,980 | XML |
| 990 | June 2022 | $1,054,427 | $1,143,318 | $2,521,174 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-1279805).
Questions about UNITED WAY OF SAN JOAQUIN COUNTY
- What is the EIN of UNITED WAY OF SAN JOAQUIN COUNTY?
- The employer identification number (EIN) of UNITED WAY OF SAN JOAQUIN COUNTY is 94-1279805.
- Is UNITED WAY OF SAN JOAQUIN COUNTY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to UNITED WAY OF SAN JOAQUIN COUNTY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF SAN JOAQUIN COUNTY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED WAY OF SAN JOAQUIN COUNTY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF SAN JOAQUIN COUNTY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNITED WAY OF SAN JOAQUIN COUNTY?
- The 990 for the year ended June 30, 2025 names KRISTEN BIRTWHISTLE.
- Who are the officers and directors of UNITED WAY OF SAN JOAQUIN COUNTY?
- The 990 for the year ended June 30, 2025 lists 14 people; 2 received compensation from the organization, the highest $152,655 (KRISTEN BIRTWHISTLE, PRESIDENT & CEO).
- How much revenue does UNITED WAY OF SAN JOAQUIN COUNTY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,323,476, expenses of $1,847,937 and total assets of $4,075,710 at year end.
Other nonprofits in STOCKTON
- UNIVERSITY OF THE PACIFIC EIN 94-1156266 · last filed 990 for 2025
- VALLEY MOUNTAIN REGIONAL CENTER INC EIN 94-2251069 · last filed 990 for 2025
- NORTHERN CALIFORNIA GENERAL TEAMSTERS SECURITY FUND EIN 94-6073033 · last filed 990 for 2025
- COMMUNITY MEDICAL CENTERS INC EIN 94-2437106 · last filed 990 for 2025
- DAMERON HOSPITAL ASSOCIATION EIN 94-1201197 · last filed 990 for 2024
- FAMILY RESOURCE & REFERRAL CENTER OF SAN JOAQUIN EIN 94-1691503 · last filed 990 for 2025
- TEAMSTERS RETIREE TRUST EIN 68-6097704 · last filed 990 for 2025
- MANIFEST MEDEX EIN 27-2367522 · last filed 990 for 2024