United Way of San Joaquin County
United Way of San Joaquin County is a public charity based in Stockton, California. Founded in 1926, it works to improve people’s lives by mobilizing community support and investing in local nonprofit agencies, with education and homelessness identified as its two primary focus areas.
United Way of San Joaquin County at a glance
- Total assets
- $4,075,710
- +4.0% vs 2024
- Revenue (2025)
- $2,323,476
- +25.2% vs 2024
- Net investment income (2025)
- $69,988
- +16.4% vs 2024
- Expenses (2025)
- $1,847,937
- +9.1% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
How to apply to United Way of San Joaquin County
- Contact
Mailing address: 777 N Pershing Avenue Suite 2B, Stockton, CA 95203
Phone: (209) 469-6980
Website: https://unitedwaysjc.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who United Way of San Joaquin County funds
How this funder distributes its grants
Grant Size Distribution
31 grants across all recorded years
The most common grant size was under $50K: 29 grants of 31 (94%).
Geographic Focus
Where this funder awards grants
The organization says it serves Stockton, Lodi, Tracy, Manteca, Lathrop, and surrounding areas in San Joaquin County. The 2025 Community Care Agency RFA also specified eligible nonprofits working in San Joaquin and Stanislaus Counties.
Grant Distribution by State
States
Cities
How United Way of San Joaquin County gives
Estimate from itemized grant lists in IRS Form 990 filings (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $59K (2022) to $205K (2024). In 2024 it made 16 grants totaling $205K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Port City Marketing Stockton, CA | Funds Raised from Public Disbursed to Designated Non-Profit | $32,682 |
| Univision Communication Los Angeles, CA | Funds Raised from Public Disbursed to Designated Non-Profit | $30,000 |
| CCN - Healthforce Stockton, CA | Funds Raised from Public Disbursed to Designated Non-Profit | $20,000 |
| Child Abuse Prevention Council Stockton, CA | Funds Raised from Public Disbursed to Designated Non-Profit | $20,000 |
| Family Resource Center Stockton, CA | Funds Raised from Public Disbursed to Designated Non-Profit | $20,000 |
| Prevail Stockton, CA | Funds Raised from Public Disbursed to Designated Non-Profit | $20,000 |
| Lamar Companies Atlanta, GA | Funds Raised from Public Disbursed to Designated Non-Profit | $12,748 |
| Stocktonia News Group Stockton, CA | Funds Raised from Public Disbursed to Designated Non-Profit | $10,000 |
| African American Chamber of San Joaquin Foundation Stockton, CA | Funds Raised from Public Disbursed to Designated Non-Profit | $5,000 |
| Boys & Girls Club - Lodi Lodi, CA | Funds Raised from Public Disbursed to Designated Non-Profit | $5,000 |
Ready to take the next step with United Way of San Joaquin County?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $4,075,710 | $2,323,476 | $1,847,937 | — | — | $69,988 |
| 2024 | $3,919,562 | $1,856,012 | $1,693,262 | $205,430 | 16 | $60,130 |
| 2023 | $3,668,980 | $1,495,991 | $1,441,507 | $84,255 | 13 | $32,078 |
| 2022 | $2,521,174 | $1,054,427 | $1,143,318 | $59,337 | 1 | $569 |
| 2021 | $2,628,843 | $2,271,646 | $1,879,673 | $97,454 | 1 | $207,163 |
| 2020 | $2,300,411 | $2,862,901 | $2,730,557 | $157,152 | 1 | $12,276 |
| 2019 | $2,226,100 | $1,644,390 | $1,645,584 | $201,656 | 1 | $-1,042 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The organization’s mission is “to improve the lives of people by mobilizing the caring power of communities.” Its website identifies education and homelessness as its primary focus areas. It says it addresses these needs by assessing community needs, investing in local nonprofits, raising awareness, building partnerships, and developing prevention-based programs.
The organization says it works directly with San Joaquin County nonprofits to build their internal capacity. Its 2025 Community Care Agency RFA described a separate health-focused effort through the Alliance for Wellness, supporting community-based care coordination by community health workers. The RFA named justice-involved people, people affected by birth-equity issues, and people with high use of emergency and hospital care as target populations.
A 2024 recipient, the African American Chamber of San Joaquin Foundation, describes its mission as providing job-creation training and supporting the economy and minority community, with a focus on small-business development.
Grantmaking
IRS filing data reports 16 grants totaling $205,430 in 2024, an average of about $12,839 per grant. In 2023, it reports 13 grants totaling $84,255, averaging about $6,481 per grant. The African American Chamber of San Joaquin Foundation received $5,000 in 2024.
The organization’s 2025 Community Care Agency RFA offered awards of $100,000 each, with up to five awards, for a 12-month program period. The stated application deadline was August 15, 2025, so this was a past cycle, not an open opportunity. The RFA sought community-based nonprofits with relevant community health worker experience or willingness to hire such workers, and readiness to provide care coordination; selected agencies were expected to subcontract with the Alliance for Wellness.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Bradley Burrell as board chair. Directors listed are Carol Ornelas, Devinder Grewal, Vena Ford, Phillip Merlo, Andrea Andrade, Lauren Schoenthaler, Nelly Valdovinos, Anna Marie Carter (effective January 2025), and Carmen Padilla (effective January 2025).
United Way of San Joaquin County is led by Kristen Birtwhistle, President & CEO on every filing since 2019; 2 of 14 officers listed in 2025 are compensated.
Officers on the 2025 filing
Kristen Birtwhistle
President & CEO
On filings since 2019
40 hrs/week
$139K (2020) → $153K (2025)
Bradley Burrell
Board Chair
Director → Board Chair, 2024
On filings since 2020
5 hrs/week
No compensation reported
Robin Baglietto
Director
On filings since 2022
5 hrs/week
$43K (2024) → $0 (2025)
Samnang Prak
Finance Director
On filings since 2022
40 hrs/week
$77K (2022) → $102K (2025)
Carol Ornelas
Director
On filings since 2020
5 hrs/week
No compensation reported
Devinder Grewal
Director
On filings since 2022
5 hrs/week
No compensation reported
Andrea Andrade
Director
On filings since 2024
5 hrs/week
No compensation reported
Lauren Schoenthaler
Director
On filings since 2024
5 hrs/week
No compensation reported
Nelly Valdovinos
Director
On filings since 2024
5 hrs/week
No compensation reported
Phillip Merlo
Director
On filings since 2024
5 hrs/week
No compensation reported
Vena Ford
Director
On filings since 2024
5 hrs/week
No compensation reported
Alex Sugar
Director
New on the 2025 filing
5 hrs/week
No compensation reported
Anna Marie Carter
Director
New on the 2025 filing
5 hrs/week
No compensation reported
Carmen Padilla
Director
New on the 2025 filing
5 hrs/week
No compensation reported
Former officers (34)
- Former: De Anna Solina (2019–2024) — Director
- Former: Tammie Murrell (2019–2024) — Director
- Former: Brandy Thurman (2021–2024) — Director
- Former: William Bubba Paris (2021–2024) — Director
- Former: Ken Mullen (2024) — Director
- Former: Jane R. Butterfield (2020–2023) — Director · Filing note: Thru 623
- Former: Eric Horton (2021–2023) — Director · Filing note: Thru 822
- Former: Kat Gonzales (2021–2023) — Director · Filing note: Thru 11/2022
- Former: Pamela Eibeck (2021–2023) — Director · Filing note: Thru 123
- Former: Rhodesia Ransom (2021–2023) — Director · Filing note: Thru 623
- Former: Ken Mullen Eff (2023) — Director
- Former: Phillip Merlo Eff (2023) — Director
- Former: Vena Ford Eff (2023) — Director
- Former: Debbit Baglietto (2019–2022) — Director
- Former: David Hurst (2019–2021) — Director
- Former: Patsy Querantes (2019–2021) — Secretary
- Former: Ted Guzman (2019–2021) — Past Chair
- Former: Wes Rhea (2019–2021) — Director
- Former: Judy Stillian (2019–2020) — Director
- Former: Karen Smith (2019–2020) — Treasurer
- Former: Antonio Sajor (2020) — Director
- Former: Julie Damron-Brown (2020) — Director
- Former: Matt Lenzi (2020) — Vice Chair
- Former: Andrew Prokop (2019) — Director
- Former: Brian Petrovek (2019) — Director
- Former: James M. Lenzi (2019) — Director
- Former: Julie Damron (2019) — Secretary
- Former: Kaye Mooney (2019) — Director
- Former: Luis Sanchez (2019) — Past Chairman
- Former: Mardy Beggs-Cassin (2019) — Director
- Former: Matt Duaime (2019) — Director
- Former: Oscar Anzaldo (2019) — Director
- Former: Taylor McCarthy (2019) — Director
- Former: Trevor Womack (2019) — Director
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $153K, to Kristen Birtwhistle (President & CEO). 2 officers or directors reported compensation on that filing.
Frequently asked questions about United Way of San Joaquin County
How large is United Way of San Joaquin County?
United Way of San Joaquin County reported $4.1M in total assets on its 2025 IRS Form 990. Its revenue that year was $2.3M.
What does United Way of San Joaquin County fund?
The organization’s mission is “to improve the lives of people by mobilizing the caring power of communities.” Its website identifies education and homelessness as its primary focus areas. See mission & focus areas ↑
How do I apply for a grant from United Way of San Joaquin County?
United Way of San Joaquin County has no public application process in the sources Grantable reviewed. Check unitedwaysjc.org for current guidelines, or contact the foundation directly before submitting a request.
Where does United Way of San Joaquin County make grants?
The organization says it serves Stockton, Lodi, Tracy, Manteca, Lathrop, and surrounding areas in San Joaquin County. The 2025 Community Care Agency RFA also specified eligible nonprofits working in San Joaquin and Stanislaus Counties.
What is United Way of San Joaquin County's EIN?
United Way of San Joaquin County's EIN (Employer Identification Number) is 94-1279805. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 15, 2024)
- Added Form 990 for fiscal year 2019 (received by the IRS April 15, 2020)
- Added Form 990 for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
Other open foundation grants in California
California Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in United Way of San Joaquin County's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Reinvent Stockton Foundation
Stockton, CA
Reinvent Stockton Foundation supports community initiatives and nonprofits, particularly youth-serving organizations and capacity-building efforts, with a focus on improving quality of life in Stockton. Its 2024 grants ranged from $10,000 to $340,000, with a median of about $78,000; grants went primarily to California organizations.
Assets
$31.1M
Grants
18
Total Given
$1.7M
Port City Operating Company LLC
Phoenix, AZ
It supports health care access and community health, including medical, behavioral health, home health, and related community services, primarily in Stockton and surrounding California communities. Its 2025 grants ranged from $7,000 to $10.7 million, with a median grant of $47,750; nearly all grant dollars went to California recipients.
Assets
$1.0B
Grants
16
Total Given
$13.6M
Sierra Health Foundation Center for Health Program Management
Sacramento, CA
The Center funds community-led projects that improve health and well-being in underserved communities, including work on health equity, youth development, behavioral health, and harm reduction. Its 2024 grants ranged from $6,000 to $2.5 million, with a median of $35,000; it works across California, with particular attention to the San Joaquin Valley. It publicizes specific funding opportunities, but the profile does not state whether it accepts unsolicited requests.
Assets
$203.2M
Grants
80
Total Given
$6.8M
Valorus
Sacramento, CA
VALORUS funds California organizations working to prevent and end sexual violence, including survivor services, advocacy, prevention, and support for rape crisis and sexual assault programs. Its 2025 grants ranged from $6,118 to $80,038, with a median of $19,922. The available information does not state whether it accepts unsolicited requests.
Assets
$5.2M
Grants
11
Total Given
$330K
Golden State Opportunity
San Francisco, CA
Golden State Opportunity funds California nonprofits working to help low-income families access tax credits and public benefits, improve financial stability, and connect with free tax preparation and related services. Its 2024 grants ranged from $10,000 to $95,000, with a median of $30,000. It accepts requests through its Community Connect RFQ process; selected organizations are invited to submit a formal application.
Assets
$4.1M
Grants
40
Total Given
$1.5M
The 54 Fund
Stockton, CA
THE 54 FUND supports charitable organizations across areas including community services, youth, education, culture, and health, with most funding going to California, especially Stockton and San Joaquin County. Its 2024 grants ranged from $500 to $78,000, with a median of $2,500. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$15.0M
Grants
99
Total Given
$527K
More similar funders
More Funders in California
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from United Way of San Joaquin County's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
United Way of San Joaquin County down — hundreds of funders to go?