2019-04-08T18:33:30-05:00 2018-06-30 952972229 DANIELLS PHILLIPS VAUGHAN & BOCK 300 NEW STINE ROAD BAKERSFIELD CA 93309 990 2017-07-01 952274560 UNITED WAY OF KERN COUNTY UNIT 6618341820 5405 STOCKDALE HWY SUITE 200 BAKERSFIELD CA 93309 MARI PEREZ-DOWLING PRESIDENT 6618341820 2019-03-30 1 PATRICK W PAGGI CPA P01223476 6618347411 173.198.111.55 2019-03-30 17:34:55 PD P 14868001608F23C932E291F80CC1C12A3CA7C6BD F49CBDA17B83305C5D0F8BA4DF1D804F8872750D 2017 2019-02-21 02:37:17Z MARI PEREZ-DOWLING 5405 STOCKDALE HWY SUITE 200 BAKERSFIELD CA 93309 1146463 0 X WWW.UWKERN.ORG X 1963 CA THE MISSION OF THE UNITED WAY OF KERN COUNTY IS TO "MOBILIZE DONORS, ADVOCATES AND VOLUNTEERS TO IMPROVE LIVES IN KERN COUNTY." THE ORGANIZATION ACCOMPLISHES THIS BY RAISING AND INVESTING FINANCIAL RESOURCES IN PROGRAMS THAT ADVANCE THE COMMON GOOD; COLLABORATING WITH OTHER ORGANIZATIONS TO LEVERAGE RESOURCES AROUND CRITICAL COMMUNITY ISSUES; ENGAGING VOLUNTEERS IN SERVICE; AND ADVOCATING FOR PUBLIC POLICIES THAT FURTHER ITS OBJECTIVES. 13 13 19 354 0 0 1332465 1081812 45107 53050 65 5383 3595 -14867 1381232 1125378 233247 6809 0 0 613573 553422 0 0 67941 695925 680156 1542745 1240387 -161513 -115009 952503 792259 103880 45918 848623 746341 X THE MISSION OF THE UNITED WAY OF KERN COUNTY IS TO "MOBILIZE DONORS, ADVOCATES AND VOLUNTEERS TO IMPROVE LIVES IN KERN COUNTY." THE ORGANIZATION ACCOMPLISHES THIS BY RAISING AND INVESTING FINANCIAL RESOURCES IN PROGRAMS THAT ADVANCE THE COMMON GOOD; COLLABORATING WITH OTHER ORGANIZATIONS TO LEVERAGE RESOURCES AROUND CRITICAL COMMUNITY ISSUES; ENGAGING VOLUNTEERS IN SERVICE; AND ADVOCATING FOR PUBLIC POLICIES THAT FURTHER ITS OBJECTIVES. 0 0 195019 6809 2581 DONOR DESIGNATIONS AND COMMUNITY INVESTMENT GRANT-MAKING: UWKC REINVESTS DONOR FUNDS IN THE COMMUNITY THROUGH AN ANNUAL GRANT-MAKING PROCESS. THIS VOLUNTEER-LED PROCESS INCLUDES REVIEW OF WRITTEN APPLICATIONS AND FINANCIAL RECORDS; ON-SITE VISITS; INTERVIEWS WITH LEADERS OF THE APPLICANT ORGANIZATIONS; AND REVIEW OF PROGRAM OUTCOMES. THE OBJECTIVE IS TO SUPPORT COMMUNITY BASED PROGRAMS THAT REDUCE HOMELESSNESS AND HUNGER, IMPROVE EDUCATIONAL OUTCOMES, AND PROVIDE OTHER SERVICES TO THE COMMUNITY. 8 FUNDED PROGRAMS SERVED ABOUT 300,000 IN FY 17/18, BASED ON OUTCOMES REPORTS FROM AGENCIES. TOTAL DONOR DESIGNATIONS WERE $240,142 FOR FY 17/18. 253037 VITA PROGRAM:DURING THE 2017-18 YEAR, UWKC LED A COALITION OF PUBLIC, PRIVATE AND NONPROFIT ORGANIZATIONS IN PROVIDING FREE VOLUNTEER INCOME TAX ASSISTANCE (VITA) SERVICES TO LOW AND MODERATE-INCOME TAXPAYERS. THE GROUP, KNOWN COLLECTIVELY AS THE KERN VITA PARTNERSHIP, OPERATES FIXED-SITE AND MOBILE TAX PREPARATION CENTERS, STAFFED BY IRS-CERTIFIED VOLUNTEERS. THE GOAL IS TO HELP ELIGIBLE RESIDENTS CLAIM ALL THE TAX BENEFITS THEY HAVE EARNED, PARTICULARLY THE EARNED INCOME TAX CREDIT AND THE CHILD TAX CREDIT. NEARLY 2,000 TAX RETURNS WERE FILED, AND $2.2 MILLION IN REFUNDS CLAIMED. 460347 8500 HOMELESS COLLABORATIVE PROJECT MANAGEMENT:UWKC IS THE LEAD AGENCY FOR THE KERN COUNTY HOMELESS COLLABORATIVE, A GROUP OF 24 PUBLIC, PRIVATE AND NONPROFIT ORGANIZATIONS WORKING TO REDUCE HOMELESSNESS IN KERN COUNTY. UWKC ACTS AS THE COLLABORATIVE'S FISCAL SPONSOR AND EMPLOYS A FULL-TIME PROJECT MANAGER TO OVERSEE AND FACILITATE THE WORK OF THE COLLABORATIVE AND ITS MANY STANDING AND AD HOC COMMITTEES. WITH UWKC SUPPORT, THE COLLABORATIVE SUBMITS AN ANNUAL APPLICATION FOR FEDERAL FUNDING, WHICH BRINGS $3 MILLION TO $5 MILLION PER YEAR TO KERN COUNTY AGENCIES SERVING THE HOMELESS; CONDUCTS AN ANNUAL POINT-IN-TIME COUNT OF THE HOMELESS; CONDUCTS HOMELESS OUTREACH EVENTS; AND CONTINUALLY EDUCATES THE COMMUNITY ON THE ISSUE OF HOMELESSNESS. 143024 41969 143024 41969 1051427 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 1 19 1 0 0 0 0 0 0 0 0 0 0 X 13 13 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 6618341820 5405 STOCKDALE HIGHWAY BAKERSFIELD CA 93309 NICOLETTE CROSS CPA CHAIR 2.00 X X 0 0 0 BOB MEADOWS VICE CHAIR 2.00 X X 0 0 0 JAVIER LOZANO SECRETARY 2.00 X X 0 0 0 DANIELLE DAVIS BOARD MEMBER 1.00 X X 0 0 0 DEL L GARCIA BOARD MEMBER 1.00 X 0 0 0 SHIRLEY GORDON BOARD MEMBER 1.00 X 0 0 0 JORDAN KAUFMAN BOARD MEMBER 1.00 X 0 0 0 NICHOLAS ORTIZ BOARD MEMBER 1.00 X 0 0 0 MATTHEW ROGERS BOARD MEMBER 1.00 X 0 0 0 SANDRA V SERRANO BOARD MEMBER 1.00 X 0 0 0 SAM SIKOLA BOARD MEMBER 1.00 X 0 0 0 DEBRA WATKINS BOARD MEMBER 1.00 X 0 0 0 DR JENNY ZORN BOARD MEMBER 1.00 X 0 0 0 MARI PEREZ-DOWLING PRESIDENT 40.00 X 0 0 0 DELLA HODSON FORMER PRESIDENT 40.00 X 77155 0 0 77155 0 0 0 0 0 0 0 770063 38406 173792 99551 1081812 ADMINISTRATIVE FEES 624100 24550 24550 COMMUNITY CONFERENCE 624200 20000 20000 HOMELESS COLLABORATIVE 624200 8500 8500 53050 42 42 11559 6218 5341 5341 5341 0 38406 14867 -14867 -14867 1125378 53050 0 -9484 6809 6809 82512 59260 18186 5066 470910 391179 48551 31180 16309 11713 3595 1001 2895 2197 546 152 53693 43770 6653 3270 115652 83061 25490 7101 10469 9328 665 476 6073 5776 232 65 13481 9682 2971 828 1340 1035 239 66 8017 5758 1767 492 DONOR DESIGNATIONS 195019 195019 OTHER PROGRAM EXPENSE 111033 111033 CONTRACT SERVICES 107884 92383 12124 3377 SPECIAL EVENTS 38291 23424 14867 1240387 1051427 121019 67941 97982 67165 154105 171738 295064 205105 15281 0 16479 4589 185821 176371 10121 9450 363471 334212 952503 792259 69760 43224 5730 337 28390 2357 103880 45918 X 848623 746341 848623 746341 952503 792259 -115009 12727 0 X X 0 1 X 1 0 X 2210409 1814739 1388145 1332465 1081812 7827570 2210409 1814739 1388145 1332465 1081812 7827570 7827570 80 167 92 65 42 446 385 385 7828401 440533 0.99990 0.99430 X 1 1 0 0 0 0 1 0 0 0 0 PART II-B, LINE 1: THE UNITED WAY OF KERN COUNTY PROVIDES ITS SUPPORTORS WITH INFORMATION ON LEGISLATION RELATED TO PRESERVING TAX BENEFITS FOR CHARITABLE GIVING, AND FOR LOW-COST HEALTH INSURANCE FOR CHILDREN. THE ORGANIZATION URGES SUPPORT OF THESE INITIATIVES AND ENCOURAGES INDIVIDUALS TO EXPRESS THEIR OPINIONS TO THEIR LEGISLATORS. STAFF AND VOLUNTEERS ALSO MAKE DIRECT CONTACT WITH LEGISLATORS ON THESE ISSUES TO ASK FOR SUPPORT. 4931 4931 0 180890 171440 9450 9450 WELLS FARGO 334212 F 334212 DUE TO DESIGNATED AGENCIES 2357 2357 X 943086 12727 12727 930359 195019 195019 1125378 1045368 0 1045368 195019 195019 1240387 PART X, LINE 2: THE ORGANIZATION ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THEY HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED PLEDGES 195,019. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED PLEDGES 195,019. A CHOCOLATE AFFAIR 38406 38406 11016 903 500 2448 38406 38406 11016 903 500 2448 14867 -14867 1 OTHER SMALL GRANTS - DISASTER ASSISTANCEC/O 5405 STOCKDALE HIGHWAY, SUITE 200BAKERSFIELD, CA 93309 9 6809 CHARITABLE/EDUCATIONAL PART I, LINE 2: APPLICATION PROCESS INCLUDES VOLUNTEER-LED REVIEW OF FINANCIAL DATA, ON-SITE VISITS AND INTERVIEWS WITH KEY PERSONNEL. AFTER AWARD, GRANTEES ARE REQUIRED TO SUBMIT PROGRESS REPORTS AT 6-MONTH INTERVALS. FORM 990, PART VI, SECTION B, LINE 11B THE ENTIRE 990 FILING INCLUDING SCHEDULES AND ATTACHMENTS WAS DELIVERED ELECTRONICALLY TO ALL MEMBERS OF THE GOVERNING BOARD AND MEMBERS WERE INVITED TO DIRECT QUESTIONS TO THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES, OFFICERS, AND BOARD MEMBERS ANNUALLY SIGN CONFLICT OF INTEREST DISCLOSURE FORMS, WHICH ARE REVIEWED BY MANAGEMENT. ANY CONFLICTS ARE REVIEWED BY THE PRESIDENT AND BOARD LEADERSHIP TO DETERMINE WHAT, IF ANY, STEPS SHOULD BE TAKEN TO MANAGE THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE PRESIDENT WAS ORIGINALLY PROPOSED BY THE SEARCH COMMITTEE OF THE GOVERNING BOARD AFTER A REVIEW OF COMPARABLE SALARY DATA FROM UNITED WAY, LOCAL NONPROFITS, AND LOCAL PRIVATE SECTOR SOURCES. THE RECOMMENDATION WAS APPROVED BY THE FULL BOARD AS PART OF THE HIRING PROCESS. CURRENT COMPENSATION WAS REVIEWED AS PART OF THE PRESIDENT'S PERFORMANCE EVALUATION AND APPROVED BY THE FULL BOARD. COMPENSATION OF OTHER KEY EMPLOYEES IS PERIODICALLY REVIEWED BY THE PRESIDENT IN CONSULTATION WITH THE STANDING PERSONNEL COMMITTEE OF THE GOVERNING BOARD USING SIMILAR COMPARABILITY DATA. COMPENSATION FOR ALL EMPLOYEES IS SUBJECT TO REVIEW AS PART OF THE ANNUAL BUDGETING PROCESS. ADDITIONALLY, MONTHLY FINANCIAL REPORTS TO THE BOARD INCLUDE LINE ITEM REPORTING OF COMPENSATION TO DATE. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE POSTED ON THE ORGANIZATION'S WEBSITE. FOR GOVERNING DOCUMENTS AND CONFLICT OF INTEREST AND ETHICS POLICIES, COPIES ARE PROVIDED UPON REQUEST. FORM 990, PART XII, LINE 1: SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION FOR THE YEAR ENDING JUNE 30, 2018 UNITED WAY OF KERN COUNTY (EIN 95-2274560) IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER RED. SEC. 1.263(A)-1(F).