Civic Intelligence

Inland Empire United Way

EIN 33-0502676 • 501(c)3 • Ontario, CA

Profile

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.

1511 S Vineyard AveOntario, CA 91761

www.inlandsocaluw.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

83rd percentile

0.51x

Higher debt load relative to assets than 83% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

2.17x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

15th percentile

-20%

Higher net margin than 15% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$264,636

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 40.4% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

13th percentile

-15%

Faster asset growth than 13% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-38%

Faster revenue growth than 8% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$2,790,452

Down $488,611 (-15%) from 2023

Liabilities

Down

$1,419,764

Down $325,918 (-19%) from 2023

Net Assets

Down

$1,370,688

Down $162,693 (-11%) from 2023

Revenue

Down

$654,886

Down $398,646 (-38%) from 2023

Expenses

Down

$783,558

Down $439,863 (-36%) from 2023

Net Income

Up

-$128,672

Up $41,217 (+24%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $4,279,007Liabilities 2012: $190,372Net Assets 2012: $4,088,6352012Assets 2013: $4,456,800Liabilities 2013: $212,434Net Assets 2013: $4,244,3662013Assets 2014: $5,404,761Liabilities 2014: $276,691Net Assets 2014: $5,128,0702014Assets 2015: $5,636,614Liabilities 2015: $523,119Net Assets 2015: $5,113,4952015Assets 2016: $6,742,423Liabilities 2016: $482,877Net Assets 2016: $6,259,5462016Assets 2017: $7,850,156Liabilities 2017: $950,320Net Assets 2017: $6,899,8362017Assets 2018: $6,448,117Liabilities 2018: $581,898Net Assets 2018: $5,866,2192018Assets 2019: $3,061,320Liabilities 2019: $578,273Net Assets 2019: $2,483,0472019Assets 2020: $3,909,890Liabilities 2020: $1,261,100Net Assets 2020: $2,648,7902020Assets 2021: $4,505,450Liabilities 2021: $161,356Net Assets 2021: $4,344,0942021Assets 2022: $2,951,190Liabilities 2022: $576,013Net Assets 2022: $2,375,1772022Assets 2023: $3,279,063Liabilities 2023: $1,745,682Net Assets 2023: $1,533,3812023Assets 2024: $2,790,452Liabilities 2024: $1,419,764Net Assets 2024: $1,370,6882024

Highlighted filing

2024

Assets$2,790,452
Liabilities$1,419,764
Net Assets$1,370,688

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2012: $4,705,4772012Expenses 2013: $4,859,6462013Revenue 2014: $6,011,633Expenses 2014: $5,127,929Net Income 2014: $883,7042014Revenue 2015: $6,213,737Expenses 2015: $6,228,312Net Income 2015: -$14,5752015Revenue 2016: $7,092,052Expenses 2016: $6,068,003Net Income 2016: $1,024,0492016Revenue 2017: $7,479,838Expenses 2017: $6,839,548Net Income 2017: $640,2902017Revenue 2018: $5,231,272Expenses 2018: $6,264,889Net Income 2018: -$1,033,6172018Revenue 2019: $4,411,898Expenses 2019: $7,589,902Net Income 2019: -$3,178,0042019Revenue 2020: $5,186,727Expenses 2020: $5,061,609Net Income 2020: $125,1182020Revenue 2021: $6,854,320Expenses 2021: $5,294,434Net Income 2021: $1,559,8862021Revenue 2022: $3,908,593Expenses 2022: $4,097,189Net Income 2022: -$188,5962022Revenue 2023: $1,053,532Expenses 2023: $1,223,421Net Income 2023: -$169,8892023Revenue 2024: $654,886Expenses 2024: $783,558Net Income 2024: -$128,6722024

Highlighted filing

2024

Revenue$654,886
Expenses$783,558
Net Income-$128,672

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$654,886
Mission and Program Overview

Mission

The mission of inland empire united way is to engage the community toimprove the lives and futures of those in need by strategically investing in education, health and financial stability. We envision a 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, connects individuals in crisis with needed resources through 2-1-1, and increases the power of local charities by providing dedicated volunteers.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$776,112$297,868▼ $478,244
Savings and Temporary Cash Investments$332,384$232,407▼ $99,977
Cash and Non-Interest-Bearing Accounts$404,743$75,598▼ $329,145
Land, Buildings, and Equipment, Net$2,633$36,363▲ $33,730
Prepaid Expenses and Deferred Charges-$3,858-
Total Assets$3,279,063$2,790,452▼ $488,611
Other Assets Total$1,763,191$2,144,358▲ $381,167
Liabilities
Other Liabilities$1,542,329$1,216,332▼ $325,997
Deferred Revenue$172,061$198,268▲ $26,207
Accounts Payable and Accrued Expenses$31,292$5,164▼ $26,128
Total Liabilities$1,745,682$1,419,764▼ $325,918
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,463,144$1,300,451▼ $162,693
Net Assets With Donor Restrictions$70,237$70,237→ $0
Total Net Assets Fund Balance$1,533,381$1,370,688▼ $162,693
Total Liabilities and Net Assets / Fund Balance$3,279,063$2,790,452▼ $488,611

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$34,511$193,724$228,235
Other Land Buildings$1,852$64,314$66,166
Other Assets Org$2,144,358--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tiffany GomezChair
Kimberly StarrsPresident and CEO
Jeff LewisVice Chair
Ali AraBoard Member
David HughesBoard Member
David WahlquistBoard Member
Edward OrnelasBoard Member
Elia LunaBoard Member
Ellie BennettBoard Member
Gracie TorresBoard Member
Jennifer FullerBoard Member
Jiji AbrahamBoard Member
Jim GaynorBoard Member
Joann YoungBoard Member
John LapkeBoard Member
Johnny MenesesBoard Member
Juliana AdamsBoard Member
Kurt Von SteinbergsBoard Member
Martinrex KedzioraBoard Member
Michael KouyoumdjianBoard Member
Nolan GouveiaBoard Member
Orion GoeBoard Member
Randy HordBoard Member
Rob LurkinsBoard Member
Roger CrawfordBoard Member
Ruby HueyBoard Member
Rudy LovatoBoard Member
Steve HemenwayBoard Member
Vadim DementyevBoard Member
Benita ByrdSecretary
Micah TokudaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$633,821
Program Service Revenue
$0
Investment Income
$21,065
Other Revenue
$0
All Other Contributions
$322,978
Change in Net Assets
$-128,672

Audited Revenue Reconciliation

Revenue per Audited Statements
$654,886
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$654,886
Total Revenue per Form 990
$654,886
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$499,346
Other Expenses$284,212
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$366,161$35,339-$401,500
Fees for Services Other$59,212$35-$59,247
Other Employee Benefits$52,322$3,617-$55,939
Fees for Services Accounting$44,076$7,780-$51,856
Information Technology$49,825$1,231-$51,056
Occupancy$35,045$2,401-$37,446
Payroll Taxes$30,869$2,134-$33,003
Depreciation Depletion$2,217$27,416-$29,633
Pension Plan Contributions$8,329$575-$8,904
Travel$5,251$1,075-$6,326
Conferences and Meetings$2,490$260-$2,750
Other Expenses$9,990$1,966-$1,966
Office Expenses$782$270-$1,052
Advertising$210$43-$253
All Other Expenses-$110-$110
Total Functional Expenses$695,956$87,602$0$783,558

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$783,558
Total Expenses per Audited Statements$783,558
Total Expenses per Form 990$783,558
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
DUE FROM RELATED PARTIES - ISC211+$1,153,090
Lease Liability$35,106
Fiscal Agent Accounts$19,627
Designations Payable$8,509
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.

Filing and Contact Details

Filer

Filer Name
Inland Empire United Way
EIN
33-0502676
Phone
9099802857
Address
1511 S VINEYARD AVE, ONTARIO, CA 91761

Signing Officer

Name
Kimberly Starrs
Title
President & CEO
Phone
9099802857
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kimberly Starrs
Formed
1992
Legal Domicile
CA
Voting Board Members
30
Independent Board Members
30
Employees
0
Volunteers
0

Preparer

Firm
Alicia Orejel CPA
Address
1175 IDAHO STREET SUITE 203, REDLANDS, CA 92374
Preparer
Alicia Orejel
Phone
9092560975
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Prior year adjustments after tax return filed -34,021.

Financial Statement Notes

PART X, LINE 2:

The organization is a not-for-profit organization 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 evaluated its tax positions and the certainty as to whether those positions will be sustained in the event of any audit by taxing authorities at the federal and state levels. The primary tax positions evaluated relate to the organization 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 than not be sustained 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 examination of federal and california state purposes is generally three and four years, respectively

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0THE 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.
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IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT AND CEO
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IRS990/Form990PartVIISectionAGrp/TitleTxt26BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt27BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt28BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt29BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt30BOARD MEMBER
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IRS990/MissionDesc0THE 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.
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