Civic Intelligence

United Way of Stanislaus County

EIN 94-1212129 • 501(c)3 • Modesto, CA

Profile

United way of stanislaus county advances the common good by focusing on efforts to create opportunities that improve the quality of life at all levels of our community.

Post Office Box 3066Modesto, CA 95353

www.uwaystan.org

Siviq Scores

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

Liabilities / Assets

57th percentile

0.10x

Higher debt load relative to assets than 57% of similar nonprofits.

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

Liabilities / Revenue

70th percentile

0.24x

Higher debt load relative to revenue than 70% of similar nonprofits.

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

Net Margin

85th percentile

38%

Higher net margin than 85% of similar nonprofits.

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

Top Officer Pay

86th percentile

$167,796

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

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

Asset Growth

76th percentile

17%

Faster asset growth than 76% of similar nonprofits.

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

Revenue Growth

71st percentile

25%

Faster revenue growth than 71% of similar nonprofits.

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

Assets

Up

$3,375,794

Up $491,165 (+17%) from 2023

Liabilities

Down

$354,039

Down $91,255 (-20%) from 2023

Net Assets

Up

$3,021,755

Up $582,420 (+24%) from 2023

Revenue

Up

$1,470,022

Up $291,093 (+25%) from 2023

Expenses

Down

$911,395

Down $184,565 (-17%) from 2023

Net Income

Up

$558,627

Up $475,658 (+573%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,420,180Liabilities 2011: $1,211,758Net Assets 2011: $2,208,4222011Assets 2012: $3,327,050Liabilities 2012: $1,120,461Net Assets 2012: $2,206,5892012Assets 2013: $3,337,929Liabilities 2013: $1,070,225Net Assets 2013: $2,267,7042013Assets 2014: $3,352,254Liabilities 2014: $1,075,894Net Assets 2014: $2,276,3602014Assets 2015: $3,247,469Liabilities 2015: $998,013Net Assets 2015: $2,249,4562015Assets 2016: $3,174,521Liabilities 2016: $1,014,154Net Assets 2016: $2,160,3672016Assets 2017: $3,286,477Liabilities 2017: $1,101,700Net Assets 2017: $2,184,7772017Assets 2018: $3,253,746Liabilities 2018: $1,171,133Net Assets 2018: $2,082,6132018Assets 2019: $3,461,529Liabilities 2019: $1,453,169Net Assets 2019: $2,008,3602019Assets 2020: $3,577,344Liabilities 2020: $964,215Net Assets 2020: $2,613,1292020Assets 2021: $3,487,911Liabilities 2021: $958,311Net Assets 2021: $2,529,6002021Assets 2022: $2,942,253Liabilities 2022: $609,877Net Assets 2022: $2,332,3762022Assets 2023: $2,884,629Liabilities 2023: $445,294Net Assets 2023: $2,439,3352023Assets 2024: $3,375,794Liabilities 2024: $354,039Net Assets 2024: $3,021,7552024

Highlighted filing

2024

Assets$3,375,794
Liabilities$354,039
Net Assets$3,021,755

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $331,916Expenses 2011: $357,114Net Income 2011: -$25,1982011Revenue 2012: $1,831,013Expenses 2012: $1,822,856Net Income 2012: $8,1572012Revenue 2013: $1,959,320Expenses 2013: $1,898,205Net Income 2013: $61,1152013Revenue 2014: $1,796,971Expenses 2014: $1,788,315Net Income 2014: $8,6562014Revenue 2015: $1,848,960Expenses 2015: $1,875,864Net Income 2015: -$26,9042015Revenue 2016: $2,012,697Expenses 2016: $2,101,786Net Income 2016: -$89,0892016Revenue 2017: $2,013,330Expenses 2017: $1,988,920Net Income 2017: $24,4102017Revenue 2018: $1,698,866Expenses 2018: $1,801,030Net Income 2018: -$102,1642018Revenue 2019: $1,493,105Expenses 2019: $1,567,358Net Income 2019: -$74,2532019Revenue 2020: $2,747,064Expenses 2020: $2,142,295Net Income 2020: $604,7692020Revenue 2021: $1,656,282Expenses 2021: $1,739,811Net Income 2021: -$83,5292021Revenue 2022: $1,142,629Expenses 2022: $1,280,037Net Income 2022: -$137,4082022Revenue 2023: $1,178,929Expenses 2023: $1,095,960Net Income 2023: $82,9692023Revenue 2024: $1,470,022Expenses 2024: $911,395Net Income 2024: $558,6272024

Highlighted filing

2024

Revenue$1,470,022
Expenses$911,395
Net Income$558,627

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$0.35$3.02$1.47$0.91$0.56
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.88$0.45$2.44$1.18$1.10$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.94$0.61$2.33$1.14$1.28$0.14
2021Detailed filing. Detailed filing data is available for this year.$3.49$0.96$2.53$1.66$1.74$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.58$0.96$2.61$2.75$2.14$0.60
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.46$1.45$2.01$1.49$1.57$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.25$1.17$2.08$1.70$1.80$0.10
2017Detailed filing. Detailed filing data is available for this year.$3.29$1.10$2.18$2.01$1.99$0.02
2016Detailed filing. Detailed filing data is available for this year.$3.17$1.01$2.16$2.01$2.10$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.25$1.00$2.25$1.85$1.88$0.03
2014Summary only. Only limited summary data is available for this year.$3.35$1.08$2.28$1.80$1.79$0.01
2013Summary only. Only limited summary data is available for this year.$3.34$1.07$2.27$1.96$1.90$0.06
2012Summary only. Only limited summary data is available for this year.$3.33$1.12$2.21$1.83$1.82$0.01
2011Summary only. Only limited summary data is available for this year.$3.42$1.21$2.21$0.33$0.36$0.03
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v4.0
Gross Receipts
$1,716,858
Mission and Program Overview

Mission

United way of stanislaus county advances the common good by focusing on efforts to create opportunities that improve the quality of life at all levels of our community.

United way of stanislaus county inspires unity and empowers our community. Our work is to strengthen and connect organizations and individuals so that all of our communities thrive. And it begins with all of us.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$770,580$1,100,363▲ $329,783
Land, Buildings, and Equipment, Net$1,109,016$1,075,693▼ $33,323
Pledges and Grants Receivable$650,011$673,502▲ $23,491
Investments in Publicly Traded Securities$334,622$399,344▲ $64,722
Savings and Temporary Cash Investments$674,200$211,452▼ $462,748
Prepaid Expenses and Deferred Charges$35,118$24,143▼ $10,975
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$3,577,344$3,487,911▼ $89,433
Other Assets Total$3,797$3,414▼ $383
Liabilities
Mortgage Notes Payable Secured by Investment Property$431,913$405,836▼ $26,077
Other Liabilities$131,318$295,352▲ $164,034
Accounts Payable and Accrued Expenses$400,984$257,123▼ $143,861
Total Liabilities$964,215$958,311▼ $5,904
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,086,678$2,463,966▲ $377,288
Net Assets With Donor Restrictions$526,451$65,634▼ $460,817
Total Net Assets Fund Balance$2,613,129$2,529,600▼ $83,529
Total Liabilities and Net Assets / Fund Balance$3,577,344$3,487,911▼ $89,433

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$532,892$261,904$794,796
Buildings$289,176$353,854$643,030
Other Land Buildings$8,933$256,304$265,237
Land$244,692-$244,692
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Francine DicianoExecutive DirectorFT$96,759$96,759

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,481,452
Program Service Revenue
$0
Investment Income
$8,063
Other Revenue
$166,767
Change in Net Assets
$-83,529

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,656,282
Total Revenue per Audited Statements
$1,656,282
Total Revenue per Form 990
$1,656,282
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$719,781
Salaries, Compensation, and Employee Benefits$636,088
Other Expenses$383,942
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$719,781--$719,781
Other Salaries and Wages$199,813$196,606-$396,419
Current Officers, Directors, Trustees, and Key Employees$23,314$93,254-$116,568
Pension Plan Contributions$36,473$44,289-$80,762
Depreciation Depletion$16,572$26,303-$42,875
Other Employee Benefits$18,434$23,905-$42,339
Advertising$9,963$16,722-$26,685
Other Expenses$153$18,083-$18,236
All Other Expenses$1,859$14,736-$16,595
Office Expenses$7,239$8,590-$15,829
Interest$4,218$6,893-$11,111
Occupancy$626$3,514-$4,140
Travel$321$551-$872
Total Functional Expenses$1,177,971$561,840$0$1,739,811

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,739,811
Total Expenses per Audited Statements$1,739,811
Total Expenses per Form 990$1,739,811
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Love Our Cities IncModesto, CA--$75,000
Second Harvest Food BankManteca, CA--$65,000
Food Initiative of GreaterModesto, CA--$60,429
Final Cut MediaModesto, CA--$49,675
Sutter Valley HospitalsSacramento, CA--$43,175
Downtown Streets TeamSan Jose, CA--$35,367
Modesto Gospel MissionModesto, CA--$29,839
United Samaritan FoundationTurlock, CA--$25,000
Cambridge AcademiesModesto, CA--$20,000
Cmty Impact Central ValleyModesto, CA--$20,000
Community Housing & Shelter SvcsModesto, CA--$20,000
Family Promise of Greater ModModesto, CA--$20,000
Turlock Gospel MissionTurlock, CA--$20,000
WE Care Program - TurlcokTurlock, CA--$20,000
Stanislaus Cmnty FoundationModesto, CA--$18,357
Charity LogicChicago, IL--$18,060
Endsley Family Foundation IncModesto, CA--$17,000
La Favorita Radio NetworkHughson, CA--$15,300
South Modesto Business UnitedModesto, CA--$15,000
W Modesto Cmty CollaborativeModesto, CA--$15,000
UnivisionLos Angeles, CA--$14,738
Community action partnershipBakersfield, CA--$13,481
Mission EdgeSan Diego, CA--$12,000
Catholic CharitiesStockton, CA--$10,000
Habitat for HumanityModesto, CA--$10,000
International Rescue MissionTurlock, CA--$10,000
United Way of Fresno CountyFresno, CA--$10,000
United Way of San JoaquinStockton, CA--$10,000
A Comcast CompanyStockton, CA--$7,426
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$121,264
Fundraising Direct Expenses$60,576
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Events$121,264$121,264$60,576$60,688
Total Events$121,264$121,264$60,576$60,688
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Expenses$295,352
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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, Line 11B: Form 990 Review Process

A copy of form 990 is emailed to each member of the governing board prior to the filing for review. Any comments or questions are provided to the agency ceo, or discussed at the subsequent board meeting.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Officers, directors and key employees are requested to complete an annual conflict of interest form to identify any possible conflicts.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Compensation of the ceo is determined by an executive committee by reference to comparable positions. The committee includes local business human resource professionals knowledgable of comparable compensation. The final decision is made by the board.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Other key employee compensation is set by the ceo with consultation by single-point outsourcing along with the finance committee.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The organization makes its irs filings, governing documents, conflict of interest policy, and financial statements available for public inspection at the administrative office, upon request.

Filing and Contact Details

Filer

Filer Name
United Way of Stanislaus County
EIN
94-1212129
Phone
2095234562
Address
Post Office Box 3066, Modesto, CA 95353

Signing Officer

Name
Michelle Tetreault
Title
Chairman
Signed
2022-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle Tetreault
Formed
1956
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
17
Volunteers
14

Preparer

Firm
Croce Sanguinetti & Vander Veen Inc
Address
3520 Brookside Rd Ste 141, Stockton, CA 95219
Preparer
Pauline Sanguinetti
Phone
2099381010
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

Other program services 4: community impact: community impact is the long lasting results that are reached through the funding of programs that strategically meet the united way of stanislaus goals, objectives and outcomes. The three impact areas designated by united way of stanislaus are education, income, financial stability and health. Agencies submit applications for funding every three years for programs that best meet the outcomes of each impact area. Agencies and the programs they provide are closely monitored by staff and over 75 volunteers for fiscal and program accountibility through impact councils. Other program services 5: volunteer center: program which helps people to find the best way to be involved by matching their skills and interrest with the needs of community organizations and educates the community about availiable non-profit services

Raw XML AppendixShowing 400 of 789 raw XML fields

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

Path#Value
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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0UNITED WAY OF STANISLAUS COUNTY INSPIRES UNITY AND EMPOWERS OUR COMMUNITY. OUR WORK IS TO STRENGTHEN AND CONNECT ORGANIZATIONS AND INDIVIDUALS SO THAT ALL OF OUR COMMUNITIES THRIVE. AND IT BEGINS WITH ALL OF US.
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IRS990/Desc0ALLOCATIONS: FUNDING WAS ALLOCATED TO LOCAL NON-PROFITS FOR NEEDS DURING THE COVID PANDEMIC. ADDITIONALLY, FUNDING WAS ALLOCATED TO 7 NON-PROFITS FOR CAPACITY BUILDING. LASTLY, FUNDING WAS GRANTED TO THE LOVE OUR CITIES PROGRAM.
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IRS990/Form990PartVIISectionAGrp/PersonNm0Francine Diciano
IRS990/Form990PartVIISectionAGrp/PersonNm1Peter Abate
IRS990/Form990PartVIISectionAGrp/PersonNm2Luke Anderson
IRS990/Form990PartVIISectionAGrp/PersonNm3Susan Windemuth
IRS990/Form990PartVIISectionAGrp/PersonNm4Kathryn Harwell
IRS990/Form990PartVIISectionAGrp/PersonNm5Patrick Dodd
IRS990/Form990PartVIISectionAGrp/PersonNm6Melinda Hamon
IRS990/Form990PartVIISectionAGrp/PersonNm7Frederick Cruz
IRS990/Form990PartVIISectionAGrp/PersonNm8Courtney Parker
IRS990/Form990PartVIISectionAGrp/PersonNm9Timothy Robertson
IRS990/Form990PartVIISectionAGrp/PersonNm10Homero Mejia
IRS990/Form990PartVIISectionAGrp/PersonNm11Michelle Tetreault
IRS990/Form990PartVIISectionAGrp/PersonNm12Liz Wickman
IRS990/Form990PartVIISectionAGrp/PersonNm13Barbara Santos
IRS990/Form990PartVIISectionAGrp/PersonNm14Harleen Wahid-Dail
IRS990/Form990PartVIISectionAGrp/PersonNm15Clint Mort
IRS990/Form990PartVIISectionAGrp/PersonNm16Yvonne Sams
IRS990/Form990PartVIISectionAGrp/PersonNm17Kimberley Hernandez
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IRS990/ProgSrvcAccomActy2Grp/Desc0STANISLAUS COUNTY 2-1-1: STANISLAUS COUNTY 2-1-1 IS AN EASY TO REMEMBER NUMBER THAT CONNECTS CALLERS TO OVER 2,000 HEALTH AND HUMAN SERVICES IN STANISLAUS COUNTY. CALLS TO 2-1-1 ARE FREE AND THIS SERVICE CAN BE ACCESSED BY LAND LINE, CELL OR PAY PHONE 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS A YEAR. 2-1-1 CONNECTS CALLERS TO AGENCIES AND SERVICES THAT PROVIDE FOOD, CLOTHING, SHELTER, COUNSELING, HEALTH CARE, UTILITY ASSISTANCE, CRISIS SERVICES, SENIOR SERVICES AND MORE.
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IRS990/ProgSrvcAccomActy3Grp/Desc0THE COMMUNITY IMPACT STAFF DEVELOP AND SUPPORT THE HEALTH OF THE NON-PROFIT SECTOR WITHIN STANISLAUS COUNTY THROUGH BUILD UNITED, A CAPACITY DEVELOPMENT PROGRAM.
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