SILVER2023

STEWARDS INC

More Than A Number

aka Stewards Inc.   |   Bakersfield, CA   |  www.stewardsinc.org

Mission

Stewards Inc. exists to ignite hope and inspire futures of those who need assistance budgeting their disability and retirement income. As a representative payee organization, Stewards Inc. recognizes the worth and dignity of each person by providing financial counsel, good stewardship and guidance toward an abundant life for all.

Ruling year info

1997

Principal Officer

Mr. Andrae Reyes Gonzales

Main address

107 17th St

Bakersfield, CA 93301 USA

Show more contact info

EIN

77-0413341

NTEE code info

Financial Counseling, Money Management (P51)

Single Organization Support (F11)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

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Communication

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

Stewards Inc’s payee program exists to provide support for adults with mental disabilities, who are among the most vulnerable individuals in Kern County. The majority of them suffer from at least one mental disability, and many have co-occurring disorders. These individuals have been deemed incapable of managing their finances by Social Security and they come to us as a last resort because they do not have a family member or trusted friend to help them with financial management. Like all other nonprofits, the services that Stewards Inc. offers do not lend themselves to profit, because it is not a typical market with a consumer who can afford to pay for the services.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Representative Payee Program

As a Social Security appointed representative payee, it is our responsibility to manage the Social Security benefits of over 1,000 individuals throughout Kern County. We work with our clients to determine and use their benefits for their current living needs and those of the foreseeable future. We budget to pay for housing, utilities, food, clothing, and extra funds are used for personal and emergency funds.

Population(s) Served
Children and youth
Adults
Veterans

Sister Josie’s food pantry provides food to households experiencing food insecurity. This program supplies critical nutrition to individuals and families throughout Kern County.

Population(s) Served
Adults
Children and youth

Where we work

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

​Our mission and vision is to prevent homelessness in our community. All of our services steward clients in the stewardship of their lives. We are dedicated to helping keep our clients safe, healthy, and financially stable. We help them take care of themselves and we act on their behalf when needed.

As a Social Security appointed representative payee, it is our responsibility to manage our client’s benefits. Steward's Inc. will work with our client to determine and use their benefits for their current living needs and those of the foreseeable future. We budget to pay for housing, utilities, food, clothing, and extra funds are used for personal and emergency funds. We work in and partner with other organizations in our community to keep it clean, safe, and provide educational opportunities. We believe communities work best when there’s committed effort to value where you live and to care for the lives of people. It is a group effort and we are in it for the long haul.

Steward's Inc. has a methodical, dedicated and experienced staff focused on delivering representative payee services to our clients. To efficiently run our services, we use the Representative Payee Manager (RPM) software to best address our clients needs. RPM allows us to document our client's case files, organize our client's financial data, create balances and budgets, and it helps keep our data safe with its built-in security system. We are faithful to manage our resources in a manner that brings maximum benefit to our clients. We speak and act honestly. We are open and factual in our dealings with our donor, government programs, and our clients. And we assist our clients in stewarding their resources so they can be as healthy, happy, and safe as possible.

Currently, we have roughly 1,300 clients. Through the management of their finances we are quite effective in steering them away from very dangerous and severe outcomes, such as slipping into homelessness or blowing all of their money at the beginning of the month. The whole community benefits from this because the roughly $1.2 million in disability benefits we manage per month is used on rent, food, payment of their utilities, and other basic necessities. We are seeking to expand our services to include: a weekly food pantry and an affordable housing program accessible to our clientele base.

Financials

STEWARDS INC
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Operations

The people, governance practices, and partners that make the organization tick.

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Connect with nonprofit leaders

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  • Analyze a variety of pre-calculated financial metrics
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  • Compare nonprofit financials to similar organizations

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STEWARDS INC

Board of directors
as of 04/20/2023
SOURCE: Self-reported by organization
Board chair

Mrs. Jim Damian

Andrae Gonzales

CEO, Stewards Inc.

Ronita Ram

Store Manager, Wells Fargo Bank

Edward Taylor

General Manager, The Petroleum Club of Bakersfield

Jim Damian

CEO, Stria Inc.

Jon Sampson

Certified Financial Planner

Bill Wright

The Wright Law Office

Norma Rojas-Mora

Program Manager, Kern County Housing Authority

Organizational demographics

SOURCE: Self-reported; last updated 10/26/2020

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
Hispanic/Latino/Latina/Latinx
Gender identity
Male, Not transgender (cisgender)
Sexual orientation
Heterosexual or straight
Disability status
Person without a disability

Race & ethnicity

No data

Gender identity

No data

 

No data

Sexual orientation

No data

Disability

No data