2017-12-13T17:34:51-06:00 2017-06-30 273337428 Smith Marion & Co LPP 1940 Orange Tree Lane Suite 100 Redlands CA 92374 990 2016-07-01 951934586 Arrowhead United Way ARRO 9098849441 PO Box 796 San Bernardino CA 924020796 Doug Rowand President 9098849441 2017-12-13 0 David B Marion P00183686 9093072323 2017-12-13 66.77.118.76 2017-12-13 17:34:37 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 8975FAA4CABCE40C3087824A857B19CC455FB3C0 2016 2017-02-10 21:41:12Z Michael Montano PO Box 796 San Bernardino CA 924020796 1734884 0 X www.arrowheadunitedway.org X 1957 CA To engage the caring power of the community to improve people's lives. We work collaboratively with our partner agencies, other community organizations, public agencies, corporations, philanthropic and faith-based organizations and individuals. We focus on solutions to our communities' most vital issues. 20 20 9 950 0 0 4206618 1715776 0 0 1625 1909 5872 5882 4214115 1723567 958668 910873 0 0 424957 392205 0 0 87730 2823690 360087 4207315 1663165 6800 60402 1011109 1068879 252470 249838 758639 819041 X To engage the caring power of the community to improve people's lives. We work collaboratively with our partner agencies, other community organizations, public agencies, corporations, philanthropic and faith-based organizations and individuals. We focus on solutions to our communities' most vital issues. 0 0 1197221 910873 Arrowhead United Way utilizes a volunteer-driven process to invest resources in initiatives and programs which make a difference in hundreds of ways and thousands of lives throughout our service area. By taking the Community's expertise and resources, we efficiently and effectively reach people in immediate need and solve problems for the long term. Funded 19 partner agencies (22 programs) resulting in assisting 36,750 individuals. Donors designated funds to 278 other non-profit agencies. In addition, our initiative program funding served approximately 1,960 people. The initiative's included: Teens Make a Difference; 819 students participated. "Reading to Inspire" program where professionals read to students, 284 students participated. Our holiday donations of food and gifts served 600 individuals and our "Santa Train Ride" served 257 children. SB United Relief Fund; on December 2, 2015 our community was hit hard by a mass shooting that took the lives of fourteen residents and injured twenty-two others. The San Bernardino United Relief Fund was established to raise funds to assist those affected by the December 2nd tragedy. A committee of fifteen community members was assembled to decide how the funds were to be allocated. The committee reviewed best practices of other communities that had experienced mass shootings. Arrowhead United Way is not deducting any administrative fees from donations collected. One hundred percent of the contributions are going directly to (1) families that have experienced loss, (2) those that were shot or injured, and (3) those in the room where the shooting took place. Digital Marketing Outreach includes: 21,900 website visitors 2,522 e-mail followers, 124,830 Facebook visitors and 51,170 Twitter impressions. Our Women United program is committed to combining knowledge and resources in order to assist underserved young women by providing the tools to obtain employment through workshops that combine practical topics such as resume writing, healthy lifestyles, self-marketing; appropriate dress etiquette, social networking, job etiquette, and college prep courses. The Next Steps Mentoring Program mentors support at-risk young women as they complete high school and/or prepare for post-secondary education or careers for improved quality of life. These programs reached 475 young women. In-kind collection of food, clothing, medical and school supplies redistributed to organizations and families in need. Distributed food valued at over $360,920; Medical supplies $377,265, School supplies $9,079 and holiday items valued at over $5,875. 281725 AGENCY RELATIONS:Resources and referral services for the general public and direct assistance to member agencies in obtaining funding. 1478946 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 1 9 1 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X Nichole Pingree Finance Director 9098849441 646 North D Street San Bernardino CA 924011110 Michael Rivera Board Chair 5.00 X X 0 0 0 Keith Lee Vice Chair/Chair Elect 4.00 X X 0 0 0 Arlene Garcia VP Development 4.00 X X 0 0 0 David Marion VP Finance 5.00 X 0 0 0 Rachel Weiss VP Impact 4.00 X X 0 0 0 Richard Day Secretary 5.00 X X 0 0 0 Beth Higbee Board Member 1.00 X 0 0 0 Chris Foster Board Member 1.00 X 0 0 0 Chris Grubbs Board Member 1.00 X 0 0 0 Chris Herndon Board Member 1.00 X 0 0 0 Doreen Ivery Board Member 1.00 X 0 0 0 Gwendolyn Rodgers Board Member 1.00 X 0 0 0 Harold Vollkommer Board Member 1.00 X 0 0 0 Hector Garcia Board Member 1.00 X 0 0 0 Kevin Lang Board Member 1.00 X 0 0 0 Mat Fratus Board Member 1.00 X 0 0 0 Michael Salazar Board Member 1.00 X 0 0 0 Patricia Nickols Board Member 1.00 X 0 0 0 Paul Daly Board Member 1.00 X 0 0 0 Steve Kovensky Board Member 1.00 X 0 0 0 Doug Rowand President 40.00 X 106298 0 0 106298 0 0 1 0 0 0 0 12379 6057 1697340 753140 1715776 1909 1909 11317 6057 11317 0 Administrative fee 900099 5882 5882 5882 1723567 5882 0 1909 910873 910873 106298 71220 18071 17007 208801 139190 36111 33500 41201 24304 5602 11295 35905 23866 6356 5683 12200 12200 38522 38522 8070 7738 168 164 94615 85954 2107 6554 12852 8702 2098 2052 5979 3198 1209 1572 15807 11840 2597 1370 12826 8655 2109 2062 15705 10598 2582 2525 9434 5674 2408 1352 Designation expense 58796 58796 SB United Relief Fund 48634 48634 Equip rental & maintena 14047 9553 2272 2222 Other initiatives 6239 6239 0 0 6361 5390 599 372 1663165 1478946 96489 87730 55483 57208 427956 457509 336633 379294 8583 3120 10933 11143 563906 403301 171521 160605 1011109 1068879 35062 36055 217408 213783 252470 249838 X 660478 643571 77741 155050 20420 20420 758639 819041 1011109 1068879 60402 0 X X 0 1 X 1 0 X 1529431 1160600 1208421 4208483 1696999 9803934 1529431 1160600 1208421 4208483 1696999 9803934 175396 9628538 1559 3260 1957 1625 1909 10310 48724 43347 12613 5872 5882 116438 9930682 0.96960 0.96360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 107702 308382 230862 185222 84972 2531712 152000 2356982 107702 65749 101780 82557 84972 86246 42588 39990 23095 65749 99828 42090 30090 25582 86246 0.05000 0.11000 0.84000 0 0 77624 77624 286126 237300 48826 74333 61649 12684 76072 63091 12981 49751 41261 8490 160605 Allocations payable 213783 213783 X 1707165 42394 42394 1664771 58796 58796 1723567 1646763 42394 42394 1604369 58796 58796 1663165 Part V, Line 4: Temporarily restricted net assets include net assets with donor-imposed restrictions that expire upon the passage of time or by specific actions of the Organization. Permanently restricted net assets are classified as the (a) original value of gifts donated to the permanent endowment, (b) the original value of subsequent gifts to the permanent endowment, and (c) accumulations to the permanent endowment made in accordance with the direction of the applicable donor gift instrument at the time the accumulation is added to the fund. The remaining portion of the donor-restricted endowment fund that is not classified in permanently restricted net assets is classified as temporarily restricted net assets until those amounts are appropriated for expenditure by the Organization in a manner consistent with the standard of prudence prescribed by SPMIFA. Part X, Line 2: In accordance with accounting standards, which provides accounting and disclosure guidance about uncertain tax positions taken by an organization, management believes that all of the positions taken by the Organization in its federal and state income tax returns are more likely than not to be sustained upon examination. The Organization files returns in the US Federal jurisdiction and the State of California. The Organizations federal income tax returns for the prior three tax years and beyond remain subject to examination by the Internal Revenue Service. The Organization's California income tax returns for the prior four years and beyond remain subject to examination by the Franchise Tax Board. Part XI, Line 4b - Other Adjustments: Amounts designated by donors 58,796. Part XII, Line 4b - Other Adjustments: Amounts designated by donors 58,796. Annual Meeting 17374 6057 11317 11317 17374 6057 11317 11317 11317 0 1 A Servants Heart Outreach 1490 N D Street San Bernardino CA 92407 912144781 2233 FMV various medical supplies Disaster Services Al Shifa Clinic 2034 Mallory Street San Bernardino CA 92407 330855769 9045 FMV Various medical supplies Disaster Services American Red Cross 10600 Trademark Parkway Suite 406 Rancho Cucamonga CA 91730 530196605 9438 0 FMV Disaster relief Disaster Services Amputee Connections 22450 Flamingo Street Grand Terrace CA 92313 270561484 0 11423 FMV Various medical supplies Disaster Services Aspira Net 7203 Carneige Drive San Bernardino CA 92408 114436462 0 97 FMV Various medical supplies Disaster Services Assistance League 580 West 6th Street San Bernardino CA 92410 956065105 11836 640 FMV Various medical supplies Children's Dental Center Bear Valley Com Health PO Box 1649 Big Bear Lake CA 92315 330714985 7589 250 FMV Clothing & household items Parenting Education & Resource Ctr Benajamin E Jones Community Resource Center 3972 California St San Bernardino CA 92407 473068222 0 16875 FMV Food & medical supplies Disaster Services Big Brothers Big Sisters Inland Empire 8880 Benson Ave Ste 112 Montclair CA 91763 951992702 16736 0 FMV Workplace & Community Mentoring Bloomington Community Health Center 18601 Valley Blvd Bloomington CA 92316 330056551 0 1735 FMV Various medical supplies Disaster Services Borego Community Health PO Box 2369 Borego Springs CA 92004 330440021 0 13221 FMV various medical supplies Disaster Services Boy Scouts of America IE 1230 Indiana Court Redlands CA 92374 951743350 6589 1493 FMV Various medical supplies Scouting program Boys & Girls Club Greater Redlands-Riverside 1251 Clay St Redlands CA 923743257 956187083 3359 0 FMV Be Great Graduate Boys & Girls Club San Bernardino 1180 W 9th Street San Bernardino CA 92411 956187083 0 1300 FMV Food, clothing, medical supp, etc. Disaster Services Cal State San Bernardino Reentry Initiative 1465 S D Street San Bernardino CA 92408 956067343 8276 0 FMV School & medical supplies, clothing Disaster Services Calvary Chapel the Brook 1192 E Davidson St San Bernardino CA 92410 542152116 FMV Various medical supplies Disaster Services Caring by Nature Inc 12468 Guadalupe St Victorville CA 923926886 463952905 0 2369 FMV various medical supplies Disaster Services CASA 555 N D Street San Bernardino CA 92401 951641436 8332 1000 FMV Clothing & household items Foster Children Mentor program Castle Rock Christian Fellowship 363 Dumas Street San Bernardino CA 92411 481263920 0 10991 FMV Food & various medical supplies Disaster Services Catholic Charities 1450 North D Street San Bernardino CA 92405 953516461 FMV Various medical supplies Disaster Services Cedar Home Life Change Center 18612 Santa Ana Ave Bloomington CA 92316 952914237 FMV Food, clothing, medical supp, etc. Drug & Alcohol program Center for Christ Ministries 468 W 5th Street San Bernardino CA 92401 330805012 9875 FMV various medical supplies Disaster Services Central City Lutheran Mission 1354 N G Street San Bernardino CA 92405 330634580 0 1411 FMV Various medical supplies Disaster Services City of Refuge MinistriesInc 14527 N San Pedro St Gardena CA 90248 952910577 FMV Various medical supplies Disaster Services Colton Joint USD 1212 Valencia Drive Colton CA 92324 800675566 0 1770 FMV School supplies Disaster Services Community Access Center 6848 Magnolia Ave 350 Riverside CA 92506 330663807 0 3731 FMV Various medical supplies Disaster Services Community Health Systems Inc 22675 Alessandro Blvd Moreno Valley CA 92553 330056551 0 7690 FMV Various medical supplies Disaster Services Community Hospital of San Bernardino 1805 Medical Center Dr San Bernardnio CA 92411 330663807 0 345 FMV Various medical supplies Disaster Services Dodd's Adult Residential Facility 1576 W 8th Street San Bernardino CA 92411 111111111 FMV Various medical supplies Disaster Services Door of Faith Hope & Charity 1940 N Sage Avenue Rialto CA 92376 100007687 0 2789 FMV Various medical supplies Disaster Services El Sol Neighborhood Educational Center 972 N Mt Vernon San Bernardino CA 92411 330552297 0 77 FMV Various medical supplies Disaster Services EMQ Families First 572 N Arrowhead Ste 200 San Bernardino CA 92401 942295953 FMV Disaster services Workplace & Community Mentoring Family Servie Agency 1669 N E Street San Bernardino CA 92405 951641436 0 487 FMV Various medical supplies Disaster Services Feeding America Riverside & San Bernardino Counties 2950-B Jefferson Riverside CA 92504 330072922 3523 0 FMV Mobile Pantry Foundation for Kids 2970 Myers Street Riverside CA 92503 912155032 0 1412 FMV Various medical supplies Disaster Services Frazee Community Center PO Box 8250 San Bernardino CA 92412 952394878 0 7141 FMV Food Workplace & Community Mentoring Get a Lift Community Services 3741 E Imperial Hwy Lynwood CA 90262 912163781 0 1129 FMV Various medical supplies Disaster Services Girl Scouts San Gorgonio 1751 Plum Lane Redlands CA 92374 951967727 9580 0 FMV Classroom to Career Habitat for Humanity 25948 Business Center Drive Redlands CA 92374 953374790 0 256 FMV Various medical supplies Disaster Services Harvest Community Development Center 3030 Del Rosa Ave San Bernardino CA 92401 956017339 0 440 FMV Various medical supplies Disaster Services Highland Senior Center 3102 W Highland Ave Highland CA 92369 953374790 FMV Medical supplies, clothing, etc. Outreach & life programs Holy Land Church 1024 N G Street San Bernardino CA 92410 237366087 0 2685 FMV Various medical supplies Disaster Services Holy Rosary Academy 2620 N Arrowhead San Bernardino CA 92405 953293896 0 568 FMV Various medical supplies Disaster Services Inland Behavioral Health Sys 1963 North E Street San Bernardino CA 92405 953246624 0 2153 FMV Various medical supplies Disaster Services Inland Caregiver Resource Center 1430 E Cooley Dr Ste 124 Colton CA 92324 870365322 0 3456 FMV Various medical supplies Disaster Services Inland Empire Job Corps 3173 Kerry Street San Bernardino CA 92407 870365322 FMV Various medical supplies Disaster Services Intern'al Church of Christ 2675 Central Avenue Riverside CA 92506 954509867 0 934 FMV Various medical supplies Disaster Services Kids Come First 1501 S Bon View Ontario CA 91761 330969025 0 12482 FMV Various medical supplies Disaster Services Legal Aid 354 W 6th Street San Bernardino CA 92408 951997024 9466 0 FMV Legal services Legal services Life Community Development 15815 Horizon Way Adelanto CA 92301 263283011 0 12573 FMV Medical supp, clothing, etc. Disaster Services Life Stream 384 W Orange Show Rd San Bernardino CA 92408 951708743 0 131 FMV Various medical supplies Disaster Services Lifeway Church Ministries 7477 Vineyard Ave Rancho Cucamong CA 91730 954421181 FMV various medical supplies Disaster Services Living Waters The Brook 1192 E Davidson St San Bernardino CA 924082956 542152116 0 8246 FMV Various medical supplies Disaster Services Love Peace & Happiness 1377 S Lilac Ave Bloomington CA 92316 954062325 0 250446 FMV Food, clothing, medical supp, etc. Workplace & Community Mentoring Lutheran Mission 1354 N G Street San Bernardino CA 92405 330634580 0 756 FMV Various medical supplies Disaster Services Mary's Mercy Center 641 Roberds Avenue San Bernardino CA 92411 330632426 18592 67130 FMV Food, household items, medical supp Access to health needs Molding Hearts Organization 13472 Iroquois Rd Apple Valley CA 92308 263863657 FMV various medical supplies Disaster Services Mt Boys & Girls PO Box 2228 Crestline CA 92325 330653707 4563 0 FMV Youth programs Nat'l Emergency Communications Organization Network (NECON) 250 W 1st Street 33b Claremont CA 917114736 461321896 FMV various medical supplies Disaster Services New Hope Village Inc 203 W Fredericks Str 3 Barstow CA 92311 010653116 0 1441 FMV Various medical supplies Disaster Services New Spirit Ministries Inc 10191 Linden Ave 483 Bloomington CA 92316 371590351 FMV Various medical supplies Disaster Services Norton Space & Aeronautics Academy 503 E Central Ave San Bernardino CA 92408 330542733 0 2012 FMV Various medical supplies Disaster Services Operatoin Life Center Minitries PO Box 7686 Riverside CA 92513 481291360 964 FMV Various medical supplies Disaster Services Option House 688 N Arrowhead Ste 101 San Bernardino CA 92401 953760212 287 FMV Various medical supplies Disaster Services Palama Muziq Inc 1576 W 8th Street San Bernardino CA 92411 061650417 8546 FMV Various medical supplies Disaster Services Parks Recreation & Community Service Dept 1350 S E Street San Bernardino CA 92408 336345668 0 618 FMV Various medical supplies Disaster Services Path Ventures 340 N Madison Ave Los Angeles CA 90004 201892523 2412 FMV Various medical supplies Disaster Services Presbyterian Church 1900 N D Street San Bernardino CA 92405 236393377 1461 FMV Various medical supplies Disaster Services Primo's Helping Hand's Community Outreach 18366 Hawthorne Ave Bloomington CA 92316 811686981 4456 FMV Various medical supplies Disaster Services Rialto Family Health Services 1444 N Palm 504 Rialto CA 92377 471610166 4810 FMV Various medical supplies Disaster Services Rialto Host Lions Club Inc 1655 W Rialto Ave 35 Fontana CA 92335 800948925 11792 FMV Various medical supplies Disaster Services Rialto USD 182 East Waterman Ave Rialto CA 92376 956000254 8516 FMV School & medical supplies, clothing Youth services Rim Family Services 28545 Highway 18 Sky Forest CA 92385 330496148 10033 0 FMV n/a Youth Counseling Services Rolling Start Inc 1955 S Hunts Lane 101 San Bernardino CA 92408 953178138 0 1388 FMV Various medical supplies Disaster Services ROP-CRY 1214 Ludiana Court Redlands CA 92374 800675556 0 2421 FMV Various medical supplies Disaster Services SAC Health Systems 1455 East 2nd Street San Bernardino CA 92408 330664371 3535 0 FMV Food & household items Provide health care Salvation Army 746 W Fifth Street San Bernardino CA 92410 941156347 8673 78205 FMV Food & household items Food, clothing & shelter San Bernardino County 385 N Arrowhead Ave San Bernardino CA 92415 333333333 FMV Household items Workplace & Community Mentoring San Bernardino County Superintendent of Schools 601 N E Street San Bernardino CA 92401 222222222 FMV School supplies Youth services San Brdo Sexual Assault Srvcs 444 N Arrowhead Ave 101 San Bernardino CA 92401 953543081 8106 550 FMV Clothing & household items Victim counseling Santa Claus Inc 824 E 6th Street San Bernardino CA 92407 956101275 0 4425 FMV Various medical supplies Disaster Services SB Unified School District 777 F Street San Bernardino CA 92410 952285577 0 24261 FMV Med supp, clothing, food, etc. Disaster Services Service Center for Independent Life 107 Spring Street Claremont CA 917114736 953536676 0 873 FMV Various medical supplies Disaster Services Social Science Services (Cedar house Lifee Change Center) 18612 Santa Ava Ave Bloomington CA 92316 952914237 4450 82543 FMV Food, clothing, medical supp, etc. Drug & Alcohol Treatment Ctr. South Coast Community Services 27261 Las Ramblas 220 Mission Viejo CA 92691 330521169 0 303 FMV Various medical supplies Disaster Services Suavesitos Car Club 547 Tiajuana Street San Bernardino CA 92411 473208758 0 6797 FMV Food, various medical supplies Disaster Services Successful Innovation International PO Box 758 San Bernardino CA 92402 810734148 0 3585 FMV Various medical supplies Disaster Services Supreme Touch Outreach Minitries 10577 Wakefield Street Adelanto CA 92301 753109244 0 7316 FMV Various medical supplies Disaster Services Temple Community Outreach Ctr 1777 W Baseline San Bernardino CA 92411 330943775 0 14410 FMV Various medical supplies Disaster Services The Lord's Holiness Resource Center PO Box 8822 Redlands CA 92375 582673920 0 1835 FMV Various medical supplies Disaster Services Train Educate in the Art of Media 4199 Flat Rock Drive Riverside CA 92505 465498070 0 883 FMV Various medical supplies Disaster Services Victor Community Support 1908 Business Center Drive 220 San Bernardino CA 92408 680027211 FMV Various medical supplies Disaster Services Victor Valley Family Resource Center 160000 Yucca Street Hesperia CA 92345 264539631 0 376 FMV Various medical supplies Disaster Servcies Victory Through Skills Inc 5964 Orange Knoll Ave San Bernardino CA 924043542 900603227 FMV Various medical supplies Disaster Services Visiting Nurses & Hospice of Southern California 150 W 1st Claremont CA 917114736 951733155 7057 0 FMV n/a Charitable Care Wheels for the World 333 E Stuart Ave Ste B Redlands CA 92374 953402002 0 470 FMV Various medical supplies Disaster Services Youthful Creations & Interventions Inc 1364 N Waterman 103 San Bernardino CA 92404 770695439 0 399 FMV Various medical supplies Disaster Services Part I, Line 2: Committee reviews request for funding and determines based on the needs of the Organization how much and what type of contribution will be awarded. Records are maintained of each distribution made. X X X X X 0 0 0 0 0 0 0 0 0 X 14955 FMV X 300000 360920 FMV X 350000 377265 FMV 0 0 0 Form 990, Part VI, Section B, line 11b Line 11a explanation - The form 990 is emailed to all board members for review and approval prior to submission to the IRS. Form 990, Part VI, Section B, line 12c If someone discloses or identifies a possible conflict, it is reviewed by the executive committee for review and action. If a member of our board, council or cabinet sits on a council that is reviewing agencies that have applied for funding, and the member of the board, council or cabinet has identified a conflict, such member will be excused from the meeting until the agency being reviewed is fully discussed. The member is able to vote on a recommendation that includes a comprehensive list of agencies to be funded, but is not allowed to vote if a recommendation is presented individually on an agency in which a member has a conflict. Form 990, Part VI, Section B, line 15a Compensation of key executives is reviewed annually by the Organization's Executive Committee. Compensation surveys from the Center for Nonprofit Management and United Way Worldwide are reviewed by the directors. Form 990, Part VI, Section C, line 19 Upon written request the organization will make available the governing documents and the conflict of interest policy. Form 990; Part XII; Line 2c There have been no changes in the oversight of the audit or the selection process of the independent accountant from prior years.