United Way Of San Luis Obispo County
- Assets
- $760.8k
- Revenue
- $1.4m
- Investments
- $0.0
- Employees
- 7
- Location
- San Luis Obispo, CA
- Founding
- 09/1980
- Data as of
- 06/2021
- EIN
- 95-3459538
Organization Overview
United Way Of San Luis Obispo County is located in San Luis Obispo, CA. The organization was established in 1980. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2021, United Way Of San Luis Obispo County employed 7 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Way Of San Luis Obispo County is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, United Way Of San Luis Obispo County generated $1.4m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 3.2% each year. All expenses for the organization totaled $1.3m during the year ending 06/2021. While expenses have increased by 2.2% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
UNITED WAY IS WORKING TO BUILD A STRONGER, HEALTHIER, MORE COMPASSIONATE COMMUNITY IN SLO COUNTY THROUGH IMPACT GRANT AWARDS AND PREVENTION PROGRAMMING BY FOCUSING ON THE BUILDING BLOCKS OF A GOOD LIFE; EDUCATION, INCOME AND HEALTH.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE UNITED WAY OF SAN LUIS OBISPO COUNTY SERVES TO IMPROVE LIVES AND CREATE LASTING CHANGE BY MOBILIZING THE CARING POWER OF THE SLO COUNTY COMMUNITY AND BRINGS PEOPLE TOGETHER AND DEVELOPS PROGRAMS TO ADDRESS LOCAL NEEDS IN THREE AREAS OF FOCUS: EDUCATION, INCOME AND HEALTH. IT CONDUCTS ONGOING FUNDRAISING ACTIVITIES TO SUPPORT ITS EFFORTS AND PROVIDES GRANT AWARDS, EMERGENCY FUNDING, LONG TERM DISASTER RECOVERY SERVICES, VOLUNTEER OPPORTUNITIES AND THE ALLOCATION OF DONOR DESIGNATED FUNDS. UNITED WAY PROVIDES PROFESSIONAL AND FINANCIAL CONSULTING FOR NONPROFIT AGENCIES AND CONVENES COLLABORATIONS OF LOCAL STAKEHOLDERS SUCH AS NONPROFITS, BUSINESSES, SERVICE AND FAITH-BASED ORGANIZATIONS, GOVERNMENTS, SCHOOLS AND NEIGHBORHOODS TO ADDRESS AND ADVOCATE ON BEHALF OF IMPORTANT COMMUNITY ISSUES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jeff Hamm Chair | Trustee | 1 | $0 |
Jeff Brown Secretary | Trustee | 1 | $0 |
Wade O'hagan Treasurer | Trustee | 1 | $0 |
Trish Avery Caldwell Vice Chair | Trustee | 1 | $0 |
Roger Fredrickson Vice Chair | Trustee | 1 | $0 |
Cliff Stepp Vice Chair | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,380,253 |
| Investment income | $16,920 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,397,173 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $246,158 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $18,398 |
| Payroll taxes | $21,532 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $5,750 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $6,875 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $19,772 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $15,794 |
| Depreciation, depletion, and amortization | $1,895 |
| Insurance | $1,953 |
| All other expenses | $0 |
| Total functional expenses | $1,317,816 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $518,377 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $63,366 |
| Accounts receivable, net | $4,882 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $6,530 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $164,838 |
| Total assets | $760,754 |
| Accounts payable and accrued expenses | $95,709 |
| Grants payable | $0 |
| Deferred revenue | $132,568 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $68,632 |
| Total liabilities | $296,909 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Total liabilities and net assets/fund balances | $463,845 |