2024-05-14T16:17:21-05:00 2023-06-30 262350873 CALIBER AUDIT & ATTEST LLP 805 AEROVISTA PLACE SUITE 103 SAN LUIS OBISPO CA 93401 990 2022-07-01 953459538 UNITED WAY OF SLO COUNTY UNIT 8055411234 PO BOX 14309 SAN LUIS OBISPO CA 934064309 TRISH AVERY CALDWELL CHAIR 8055411234 2024-05-14 1 TRISH AVERY CALDWELL 999009999 0 KIM SPILLER P01491937 8058880242 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z TRISH AVERY CALDWELL PO BOX 14309 SAN LUIS OBISPO CA 934064309 1345281 0 X WWW.UNITEDWAYSLO.ORG X 1958 CA 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. 8 8 6 146 0 0 1342189 1336121 0 0 -12995 9160 0 -45014 1329194 1300267 915541 837760 0 0 217457 376861 0 0 118707 179213 230555 1312211 1445176 16983 -144909 1579591 1438870 1098763 951825 480828 487045 X 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. 0 0 1030714 837760 GROSS FUNDS AWARDED/ALLOCATED TO AGENCIES 57671 211 - 211 CONNECTS USERS WITH HEALTH AND HUMAN SERVICES IN THEIR COMMUNITY THROUGH CALLS, TEXTS, AND WEB SEARCH. UW SLO COUNTY 211 SERVES SAN LUIS OBISPO COUNTIES. SINCE ITS INCEPTION, 211 HAS RECEIVED OVER 9,000 CALLS, TEXTS, AND CLICKS TO THE HOTLINE. 211 IS AVAILABLE 24 HOURS A DAY, SEVEN DAYS A WEEK VIA PHONE, TEXT, AND ONLINE. WHEN PEOPLE CALL 211, THEY SPEAK TO A TRAINED SPECIALIST WHO CAN FIND SERVICES MOST TAILORED TO THEIR NEEDS. WHEN CALLERS FIND THEMSELVES IN A TOUGH SPOT, OFTEN MULTIPLE FORMS OF ASSISTANCE ARE NEEDED. 211 CAN CONNECT THEM TO ALL APPLICABLE SERVICES TO FORM A COHESIVE RECOVERY PLAN. THEN, ONCE RECEIVING SERVICES, THE CALLER CAN TAKE PROACTIVE MEASURES TO MITIGATE FUTURE STRUGGLES. DURING TIMES OF DISASTER, 211 IS AN INDISPENSABLE RESOURCE TO HELP CALLERS STAY INFORMED OF RECOVERY SERVICES. BY HELPING US RECOVER QUICKLY WHEN AFFECTED BY DISASTER, 211 IS KEY IN STRENGTHENING THE RESILIENCE OF OUR COMMUNITY. 20025 FREE TAX PREPARATION ASSISTANCE (FTPA) - US SLO COUNTY HELPS LOW- AND MODERATE- INCOME RESIDENTS FILE THEIR FEDERAL AND STATE TAX RETURNS FOR FREE AND DISCOVER CRUCIAL TAX CREDITS AVAILABLE TO THEM THROUGH TWO OPTIONS: FILE FOR FREE ON YOUR OWN AND VOLUNTARY INCOME TAX ASSISTANCE (VITA). FILE FOR FREE ON YOUR OWN (VIA MYFREETAXES.ORG) IS ASSISTANCE OFFERED IN-PERSON AND REMOTELY FOR THOSE WHO ARE COMPUTER LITERATE. IT IS FREE FOR EVERYONE AND THERE ARE NO INCOME RESTRICTIONS OR APPOINTMENTS REQUIRED. VITA IS ASSISTANCE OFFERRED IN PERSON (FOR INCOME UP TO $64,000) AND REMOTELY (FOR INCOME UP TO $66,000) WITH THE HELP OF IRS-CERTIFIED VOLUNTEERS, AND APPOINTMENTS ARE RECOMMENDED. IN THE CURRENT YEAR, THERE WERE 485 TAX RETURNS UW SLO COUNTY HELPED FILE AND $429,000 RETURNED TO THE LOCAL ECONOMY IN TAX REFUNDS WE HELPED FILE. 1108410 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 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 1 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X ROBERT KELLY 8055411234 1288 MORRO STREET SAN LUIS OBISPO CA 93401 JEFF HAMM CHAIR 1.00 X X 0 0 0 JEFF BROWN SECRETARY 1.00 X X 0 0 0 MICHAEL HICKS TREASURER 1.00 X X 0 0 0 TRISH AVERY CALDWELL VICE CHAIR 1.00 X X 0 0 0 CLIFF STEPP VICE CHAIR 1.00 X X 0 0 0 JENNIFER CUSACK DIRECTOR 1.00 X 0 0 0 NATASHA MERCURIO DIRECTOR 1.00 X 0 0 0 EMILY PAN DIRECTOR 1.00 X 0 0 0 RICK LONDON CEO 40.00 X 34400 0 0 34400 0 0 0 0 0 0 0 49095 69500 1217526 49095 1336121 9160 9160 0 49095 45014 -45014 -45014 1300267 0 0 -35854 837760 837760 34400 34400 288874 120302 76689 91883 23294 12760 3409 7125 30293 14347 6948 8998 88841 88841 10264 10264 8183 8183 27748 27748 19187 19187 17011 9571 7440 2012 2012 1783 1783 2363 2363 INTERIM CEO COSTS 30149 30149 MISCELLANEOUS 10503 10503 TELEPHONE 4153 4153 BANK CHARGES 2950 2950 5408 2147 3261 1445176 1108410 218059 118707 1244465 374084 57701 887940 42871 9570 7868 5528 36632 23386 1555 13246 225131 148502 1579591 1438870 893756 865240 205007 86585 1098763 951825 X 480178 487045 650 0 480828 487045 1579591 1438870 -144909 151126 0 X 0 1 X 1 0 X 1299340 1806779 1380253 1342189 1336121 7164682 1299340 1806779 1380253 1342189 1336121 7164682 7164682 5045 2987 16920 -12995 9160 21117 7185799 0.99710 0.99770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 205007 -118422 86585 1 36632 23386 13246 13246 INVESTMENT POOL WITH COMMUNITY FOUNDATION 90520 MUTUAL FUNDS 57982 148502 X 1330926 30659 30659 1300267 0 1300267 1475835 30659 30659 1445176 0 1445176 PART X, LINE 2: THE ORGANIZATION'S ACTIVITIES ARE GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA FRANCHISE TAX CODE. SINCE THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAX LIABILITY, NO PROVISION IS MADE FOR CURRENT OR DEFERRED INCOME TAX EXPENSE. THE ORGANIZATION IS NOT A PRIVATE FOUNDATION. MANAGEMENT IS NOT AWARE OF ANY TRANSACTIONS THAT WOULD IMPACT THE ORGANIZATION'S TAX-EXEMPT STATUS. FOR THE YEAR ENDED JUNE 30, 2023, MANAGEMENT OF THE ORGANIZATION IS NOT AWARE OF ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE ACCOUNTED FOR IN THE FINANCIAL STATEMENTS UNDER THE PRINCIPLES OF THE INCOME TAXES TOPIC OF THE FASB (ASC). THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE. ALL TAX EXEMPT ENTITIES ARE SUBJECT TO REVIEW AND AUDIT BY FEDERAL, STATE AND OTHER APPLICABLE AGENCIES. SUCH AGENCIES MAY REVIEW THE TAXABILITY OF UNRELATED BUSINESS INCOME, OR THE QUALIFICATION OF THE TAX-EXEMPT ENTITY UNDER THE INTERNAL REVENUE CODE AND APPLICABLE STATE STATUTES. STUFF THE BUS 49095 49095 45014 49095 49095 45014 45014 -45014 1 ACUMEN FUND INC 40 WORTH STREET SUITE 303 NEW YORK NY 10013 134166228 501(C)(3) 20000 0 N/A N/A UNRESTRICTED AISES BUSINESS DEVELOPMENT OFFICE 6321 RIVERSIDE PLAZA LANE NW UNIT A ALBUQUERQUE NM 87106 731023474 501(C)(3) 15000 0 N/A N/A UNRESTRICTED AMERICAN FRIENDS SERVICE COMMITTEE 1501 CHERRY ST PHILADELPHIA PA 19102 231352010 501(C)(3) 15000 0 N/A N/A UNRESTRICTED ASHOKA 1700 N MOORE ST STE 2000 20TH FLOOR ARLINGTON VA 22209 510255908 501(C)(3) 15000 0 N/A N/A UNRESTRICTED CALIFORNIA RANGELAND TRUST 1221 H STREET SACRAMENTO CA 95814 311631453 501(C)(3) 7500 0 N/A N/A UNRESTRICTED CAL POLY STATE UNIVERSITY FOUNDATION FBO BIO MED ENGR HANNAH-FORBES FUND 1 GRAND AVENUE BLDG 15 SAN LUIS OBISPO CA 93407 204927897 501(C)(3) 10000 0 N/A N/A UNRESTRICTED CAL POLY STATE UNIVERSITY FOUNDATION FBO CAL POLY SOCIETY OF WOMEN ENGINE 1 GRAND AVENUE BLDG 15 SAN LUIS OBISPO CA 93407 204927897 501(C)(3) 10000 0 N/A N/A UNRESTRICTED CAL POLY STATE UNIVERSITY FOUNDATION FBO INNOVATION & ENTREPRENEURSHIP 1 GRAND AVENUE BLDG 117 SAN LUIS OBISPO CA 93407 204927897 501(C)(3) 10000 0 N/A N/A UNRESTRICTED CAMFED 466 GEARY ST STE 400 SAN FRANCISCO CA 94102 542033897 501(C)(3) 20000 0 N/A N/A UNRESTRICTED CARE PO BOX 7039 MERRIFIELD VA 22116 882668505 501(C)(3) 60000 0 N/A N/A UNRESTRICTED WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVENUE NW WASHINGTON DC 20001 273521132 501(C)(3) 15000 0 N/A N/A UNRESTRICTED CHEETAH CONSERVATION FUND PO BOX 2496 ALEXANDRIA VA 22301 311726923 501(C)(3) 17000 0 N/A N/A UNRESTRICTED ROOM TO READ 465 CALIFORNIA ST STE 1000 SAN FRANCISCO CA 94104 912003533 501(C)(3) 7500 0 N/A N/A UNRESTRICTED CHENGETA WILDLIFE 11898 IDYLWILD WY PRESCOTT AZ 86305 465485977 501(C)(3) 10000 0 N/A N/A UNRESTRICTED COMMUNITY ACTION PARTNERSHIP OF SLO CTY 1030 SOUTHWOOD DR SAN LUIS OBISPO CA 93401 952410253 501(C)(3) 10000 0 N/A N/A UNRESTRICTED CUESTA COLLEGE FOUNDATION MARGARET TEMPLETON NURSING SCHOLARSHIP F PO BOX 8106 SAN LUIS OBISPO CA 93403 237225601 501(C)(3) 10000 0 N/A N/A UNRESTRICTED DOCTORS WITHOUT BORDERS USA PO BOX 5030 HAGERSTOWN MD 217415030 133433452 501(C)(3) 40000 0 N/A N/A UNRESTRICTED EMERGE GLOBAL INC 3865 LAKESHORE AVE OAKLAND CA 94610 263230131 501(C)(3) 15000 0 N/A N/A UNRESTRICTED FINCA INTERNATIONAL INC PO BOX 98048 WASHINGTON DC 20090 133240109 501(C)(3) 15000 0 N/A N/A UNRESTRICTED AFRICAN WILDLIFE FOUNDATION 1400 SIXTEENTH ST NW SUITE 120 WASHINGTON DC 20036 520781390 501(C)(3) 20000 0 N/A N/A UNRESTRICTED HART 2638 MAIN ST CAMBRIA CA 93428 770018508 501(C)(3) 10000 0 N/A N/A UNRESTRICTED IMMIGRANT LEGAL RESOURCE CENTER 1663 MISSION ST STE 602 SAN FRANCISCO CA 94103 942939540 501(C)(3) 6000 0 N/A N/A UNRESTRICTED MIT ALUMNI FUND FBO IRD FUND 600 MEMORIAL DRIVE W98-200 CAMBRIDGE MA 02139 042103594 501(C)(3) 10000 0 N/A N/A UNRESTRICTED MOLOKA'I LAND TRUST PO BOX 1884 KAUNAKAKAI HI 96748 204915071 501(C)(3) 10000 0 N/A N/A UNRESTRICTED NATIONAL WILDLIFE FEDERATION 49 POWELL ST STE 510 SAN FRANCISCO CA 94102 530204616 501(C)(3) 10000 0 N/A N/A UNRESTRICTED NATURE AND CULTURE INTERNATIONAL FBO ANDEAN CORRIDOR 1400 MAIDEN LN DEL MAR CA 92014 330773524 501(C)(3) 15000 0 N/A N/A UNRESTRICTED OPEN MEDICINE FOUNDATION 29302 LARO DRIVE AGOURA HILLS CA 91301 264712664 501(C)(3) 15000 0 N/A N/A UNRESTRICTED PACIFIC WILDLIFE CARE PO BOX 1134 MORRO BAY CA 93443 770196350 501(C)(3) 6000 0 N/A N/A UNRESTRICTED CENTRAL ASIA INSTITUTE PO BOX 7209 BOZEMAN MT 59771 510376237 501(C)(3) 10000 0 N/A N/A UNRESTRICTED AFS-USA INC ATTN JORGE CASTRO 120 WALL ST 4TH FLOOR NEW YORK NY 10005 391711417 501(C)(3) 50000 0 N/A N/A UNRESTRICTED SANTA CLARA UNIVERSITY LEAVEY SCHOOL OF BUSINESS 500 EL CAMINO REAL SANTA CLARA CA 95053 941156617 501(C)(3) 10000 0 N/A N/A UNRESTRICTED STANFORD UNIVERSITY THE STANFORD FUND FBO PRESIDENTS FUND PO BOX 20466 STANFORD CA 94309 941156365 501(C)(3) 10000 0 N/A N/A UNRESTRICTED TUFTS UNIVERSITY FUND FOR ARTS SCIENCES & ENGINEERING 80 GEORGE STREET SUITE 200-4 MEDFORD MA 02155 042103634 501(C)(3) 20000 0 N/A N/A UNRESTRICTED US FUND FOR UNICEF 125 MAIDEN LANE NEW YORK NY 10038 131760110 501(C)(3) 50000 0 N/A N/A UNRESTRICTED UNITED WAY OF SAN LUIS OBISPO COUNTY PO BOX 14309 SAN LUIS OBISPO CA 93406 953459538 501(C)(3) 20000 0 N/A N/A UNRESTRICTED WILDAID 744 MONTGOMERY ST STE 300 SAN FRANCISCO CA 94111 203644441 501(C)(3) 10000 0 N/A N/A UNRESTRICTED FOUNDATION FOR THE PERFORMING ARTS CNTR PO BOX 1137 SAN LUIS OBISPO CA 93403 770129605 501(C)(3) 20000 0 N/A N/A UNRESTRICTED WORLD WILDLIFE FUND 1250 24TH STREET NW WASHINGTON DC 20037 521693387 501(C)(3) 10000 0 N/A N/A UNRESTRICTED 58 PART I, LINE 2: UNITED WAY OF SAN LUIS OBISPO COUNTY'S GRANTS ARE DELIVERED WITH A LETTER STATING THE FUNDS WILL BE USED FOR THE PURPOSE GRANTED. THE ORGANIZATION REQUIRES A FOLLOW UP WITH A REPORT DESCRIBING USE OF THE FUNDS AND IMPACT ACHIEVED. X SUPPLIES FOR STUFF THE BUS EVENT 0 49095 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B BOOKKEEPER, EXECUTIVE DIRECTOR AND FINANCE COMMITTEE REVIEW TAX RETURN PRIOR TO FILING FORM 990, PART VI, SECTION B, LINE 12C VOLUNTEERS AND STAFF SIGN A CONFLICT OF INTEREST DISCLOSURE ANNUALLY AND IDENTIFY POTENTIAL CONFLICTS ON THAT DOCUMENT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD APPROVES THE CEO COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 A PUBLIC DISCLOSURE COPY OF THE ORGANIZATION'S BYLAWS, POLICIES, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE AND UPON REQUEST.