Civic Intelligence

Central County United Way

EIN 95-6006645 • 501(c)3 • Hemet, CA

Profile

Central County United Way connects people, resources and ideas to create a thriving community characterized by productive youth programs, senior services, healthy people and the community in which we live.

414 S Palm Ave Ste C2Hemet, CA 92543

www.ccuw.org

Siviq Scores

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

Liabilities / Assets

90th percentile

0.60x

Higher debt load relative to assets than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

96th percentile

1.27x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

235%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$414,045

Up $43,647 (+12%) from 2023

Liabilities

Flat

$247,859

Flat from 2023

Net Assets

Up

$166,186

Up $43,647 (+36%) from 2023

Revenue

Up

$195,342

Up $136,954 (+235%) from 2023

Expenses

Up

$151,695

Up $44,207 (+41%) from 2023

Net Income

Up

$43,647

Up $92,747 (+189%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0-$200KAssets 2011: $535,010Liabilities 2011: $54,465Net Assets 2011: $480,5452011Assets 2012: $520,339Liabilities 2012: $43,659Net Assets 2012: $476,6802012Assets 2013: $477,082Liabilities 2013: $29,105Net Assets 2013: $447,9772013Assets 2014: $462,226Liabilities 2014: $17,910Net Assets 2014: $444,3162014Assets 2015: $679,963Liabilities 2015: $70,927Net Assets 2015: $609,0362015Assets 2016: $649,594Liabilities 2016: $70,630Net Assets 2016: $578,9642016Assets 2017: $642,332Liabilities 2017: $65,194Net Assets 2017: $577,1382017Assets 2018: $266,559Liabilities 2018: $10,534Net Assets 2018: $256,0252018Assets 2019: $268,372Liabilities 2019: $0Net Assets 2019: $268,3722019Assets 2020: $152,340Liabilities 2020: $124,708Net Assets 2020: $27,6322020Assets 2021: $40,238Liabilities 2021: $112,225Net Assets 2021: -$71,9872021Assets 2022: $424,169Liabilities 2022: $252,530Net Assets 2022: $171,6392022Assets 2023: $370,398Liabilities 2023: $247,859Net Assets 2023: $122,5392023Assets 2024: $414,045Liabilities 2024: $247,859Net Assets 2024: $166,1862024

Highlighted filing

2024

Assets$414,045
Liabilities$247,859
Net Assets$166,186

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $546,814Expenses 2011: $558,759Net Income 2011: -$11,9452011Revenue 2012: $612,188Expenses 2012: $621,905Net Income 2012: -$9,7172012Revenue 2013: $558,046Expenses 2013: $586,749Net Income 2013: -$28,7032013Revenue 2014: $636,000Expenses 2014: $650,027Net Income 2014: -$14,0272014Revenue 2015: $749,915Expenses 2015: $598,058Net Income 2015: $151,8572015Revenue 2016: $493,255Expenses 2016: $523,327Net Income 2016: -$30,0722016Revenue 2017: $544,096Expenses 2017: $545,922Net Income 2017: -$1,8262017Revenue 2018: $383,870Expenses 2018: $412,666Net Income 2018: -$28,7962018Revenue 2019: $427,059Expenses 2019: $414,712Net Income 2019: $12,3472019Revenue 2020: $414,383Expenses 2020: $630,555Net Income 2020: -$216,1722020Revenue 2021: $267,457Expenses 2021: $386,388Net Income 2021: -$118,9312021Revenue 2022: $301,784Expenses 2022: $217,166Net Income 2022: $84,6182022Revenue 2023: $58,388Expenses 2023: $107,488Net Income 2023: -$49,1002023Revenue 2024: $195,342Expenses 2024: $151,695Net Income 2024: $43,6472024

Highlighted filing

2024

Revenue$195,342
Expenses$151,695
Net Income$43,647

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.14$2.48$1.66$1.95$1.52$0.44
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.70$2.48$1.23$0.58$1.07$0.49
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.24$2.53$1.72$3.02$2.17$0.85
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$1.12$0.72$2.67$3.86$1.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$1.25$0.28$4.14$6.31$2.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.68$0.00$2.68$4.27$4.15$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$0.11$2.56$3.84$4.13$0.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.42$0.65$5.77$5.44$5.46$0.02
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.50$0.71$5.79$4.93$5.23$0.30
2015Summary only. Only limited summary data is available for this year.$6.80$0.71$6.09$7.50$5.98$1.52
2014Summary only. Only limited summary data is available for this year.$4.62$0.18$4.44$6.36$6.50$0.14
2013Summary only. Only limited summary data is available for this year.$4.77$0.29$4.48$5.58$5.87$0.29
2012Summary only. Only limited summary data is available for this year.$5.20$0.44$4.77$6.12$6.22$0.10
2011Summary only. Only limited summary data is available for this year.$5.35$0.54$4.81$5.47$5.59$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Dec 17, 2025
Return Version
2024v5.2
Gross Receipts
$195,342
Mission and Program Overview

Mission

Central County United Way connects people, resources and ideas to create a thriving community characterized by productive youth programs, senior services, healthy people and the community in which we live.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$350,644$350,644→ $0
Cash and Non-Interest-Bearing Accounts$1,896$45,543▲ $43,647
Land, Buildings, and Equipment, Net$16,758$16,758→ $0
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$370,398$414,045▲ $43,647
Other Assets Total$1,100$1,100→ $0
Liabilities
Other Liabilities$247,859$247,859→ $0
Total Liabilities$247,859$247,859→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$122,539$166,186▲ $43,647
Total Net Assets Fund Balance$122,539$166,186▲ $43,647
Total Liabilities and Net Assets / Fund Balance$370,398$414,045▲ $43,647

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$16,758$24,170-
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$195,342
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$43,647
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$127,040
Salaries, Compensation, and Employee Benefits$24,655
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$24,000--$24,000
Other Salaries and Wages$22,500--$22,500
Conferences and Meetings$6,745--$6,745
Office Expenses$6,055--$6,055
All Other Expenses$2,079$1,550-$3,629
Other Expenses$4,278$2,850-$2,850
Payroll Taxes$2,155--$2,155
Insurance$1,500--$1,500
Total Functional Expenses$147,295$4,400$0$151,695
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
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
Sba Eidl Loan Payable$115,568
Eidl Loan Payable$93,090
Ucn Loan Payable$30,000
Credit Card Payable$9,201
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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

Executive board reviews form 990 before filing.

Form 990, Part VI, Section B, Line 12C

Board of directors self-regulates conflict of interest policy.

Form 990, Part VI, Section B, Line 15A

Compensation review and approval is preformed by the executive board and approved by the board of directors.

Form 990, Part VI, Section B, Line 15B

Compensation review and approval is preformed by the executive board and approved by the board of directors.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Central County United Way
EIN
95-6006645
Phone
9519299691
Address
414 S PALM AVE STE C2, HEMET, CA 92543

Signing Officer

Name
Phillip Burch
Title
President & CEO
Signed
2025-12-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Phillip Burch
Formed
1960
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
3
Volunteers
80

Preparer

Firm
Leslie a Doherty & Company Pc
Address
41880 KALMIA ST STE 170, MURRIETA, CA 92562
Preparer
Leslie a Doherty CPA
Phone
9516982260
Raw XML Appendix389 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.

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IRS990/ProgSrvcAccomActy2Grp/Desc0COORDINATED SENIOR ACTIVITIES PROVIDING STIPENDED VOLUNTEER SERVICE OPPORTUNITIES FOR LOW INCOME SENIORS AGE 55 PLUS. THE SENIOR COMPANION PROGRAM VOLUNTEERS ASSIST HOMEBOUND SENIORS. THE FOSTER GRANDPARENT PROGRAM VOLUNTEERS ASSIST STUDENTS IN LOCAL GRADE SCHOOLS.
IRS990/ProgSrvcAccomActy3Grp/Desc0OTHER PROGRAM SERVICES
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IRS990/PYContributionsGrantsAmt030650
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt077999
IRS990/PYProgramServiceRevenueAmt027738
IRS990/PYRevenuesLessExpensesAmt0-49100
IRS990/PYSalariesCompEmpBnftPaidAmt029489
IRS990/PYTotalExpensesAmt0107488
IRS990/PYTotalRevenueAmt058388
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt043647
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt058388
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0301784
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0275476
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0489085
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01124733
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt01124733
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt058388
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0301784
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0275476
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0489085
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01124733
IRS990ScheduleA/TotalSupportAmt01124733
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt016758
IRS990ScheduleD/EquipmentGrp/DepreciationAmt024170
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt040928
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09201
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt193090
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2115568
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt330000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1EIDL LOAN PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2SBA EIDL LOAN PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3UCN LOAN PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt016758
IRS990ScheduleD/TotalLiabilityAmt0247859
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXECUTIVE BOARD REVIEWS FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD OF DIRECTORS SELF-REGULATES CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION REVIEW AND APPROVAL IS PREFORMED BY THE EXECUTIVE BOARD AND APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION REVIEW AND APPROVAL IS PREFORMED BY THE EXECUTIVE BOARD AND APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
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IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0370398
IRS990/TotalAssetsEOYAmt0414045
IRS990/TotalAssetsGrp/BOYAmt0370398
IRS990/TotalAssetsGrp/EOYAmt0414045
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04400
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0147295
IRS990/TotalFunctionalExpensesGrp/TotalAmt0151695
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0247859
IRS990/TotalLiabilitiesEOYAmt0247859
IRS990/TotalLiabilitiesGrp/BOYAmt0247859
IRS990/TotalLiabilitiesGrp/EOYAmt0247859
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0122539
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0166186
IRS990/TotalProgramServiceExpensesAmt0147295
IRS990/TotalProgramServiceRevenueAmt0195342
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0195342
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0195342
IRS990/TotalVolunteersCnt080
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0370398
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0414045
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0414 S PALM AVE STE C2
IRS990/USAddress/CityNm0HEMET
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092543
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0LiveUnitedWay.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILLIP BURCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CENTRAL COUNTY UNITED WAY
ReturnHeader/Filer/BusinessNameControlTxt0CENT
ReturnHeader/Filer/EIN0956006645
ReturnHeader/Filer/PhoneNum09519299691
ReturnHeader/Filer/USAddress/AddressLine1Txt0414 S PALM AVE STE C2
ReturnHeader/Filer/USAddress/CityNm0HEMET
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092543
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202082661
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LESLIE A DOHERTY & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt041880 KALMIA ST STE 170
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MURRIETA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092562
ReturnHeader/PreparerPersonGrp/PhoneNum09516982260
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LESLIE A DOHERTY CPA
ReturnHeader/ReturnTs02025-12-17T14:15:22-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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