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.
Key facts about United Way of San Joaquin County
- EIN
- 94-1279805
- Latest 990 filing
- Form 990, 2025
- Total assets
- $4,075,710
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$4.1M
+4.0% YoY
Revenue
$2.3M
+25.2% YoY
Net Investment Income
$70K
+16.4% YoY
Expenses
$1.8M
+9.1% YoY
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.
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.
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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
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.
Grant Insights
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%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants reported |
|---|---|---|---|---|
| 2025 | $4,075,710 | $2,323,476 | $1,847,937 | 0 |
| 2024 | $3,919,562 | $1,856,012 | $1,693,262 | 16 grants; $205,430 |
| 2023 | $3,668,980 | $1,495,991 | $1,441,507 | 13 grants; $84,255 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $4,075,710 | $3,919,562 | $3,668,980 |
| Revenue | $2,323,476 | $1,856,012 | $1,495,991 |
| Expenses | $1,847,937 | $1,693,262 | $1,441,507 |
| Net Investment Income | $69,988 | $60,130 | $32,078 |
Data update history
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
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.
Contact
Mailing address: 777 N Pershing Avenue Suite 2B, Stockton, CA 95203
Phone: (209) 469-6980
Website: https://unitedwaysjc.org
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.
Here's the math on researching United Way of San Joaquin County by hand.
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