Nonprofit · EIN 77-0496500
COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY
Tax-exempt · SN LUIS OBISP, CA 93401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $10,616,659 | $8,443,948 | $2,172,711 | $98,850,255 | $6,712,496 | $92,137,759 |
| December 31, 2024 | 990 | $7,787,984 | $5,714,290 | $2,073,694 | $86,684,506 | $5,425,466 | $81,259,040 |
| December 31, 2023 | 990 | $3,221,396 | $5,369,282 | -$2,147,886 | $75,470,661 | $3,744,079 | $71,726,582 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $7,159,635
- of which government grants
- $1,164,000
- Program service revenue
- $0
- Investment income
- $3,834,059
- Net gain from sales of assets
- $1,338,300
- Net income from fundraising events
- $551
- Other revenue
- -$377,035
Expenses
- Grants and similar amounts paid
- $6,543,297
- Compensation of officers, directors and key employees
- $347,709
- Other salaries and wages
- $688,579
- Salaries, compensation and benefits (total)
- $1,243,108
- Professional fundraising fees
- $0
- Legal fees
- $905
- Accounting fees
- $23,500
- Occupancy
- $31,809
- Travel
- $8,709
- Depreciation
- $60,728
- Program services (functional)
- $7,320,464
- Management and general (functional)
- $795,105
- Fundraising (functional)
- $328,379
Balance sheet and other
- Total assets, start of year
- $86,684,506
- Total assets, end of year
- $98,850,255
- Total liabilities, end of year
- $6,712,496
- Net assets, end of year
- $92,137,759
- Land, buildings and equipment
- $1,350,005
- Publicly traded securities
- $62,139,577
- Net assets without donor restrictions
- $15,119,576
- Net assets with donor restrictions
- $77,018,183
- Gross receipts
- $86,692,387
- Employees
- 14
- Volunteers
- 198
- Year formed
- 1998
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL JONES | CHIEF FINANCIAL OFFICER Officer | 50 | $178,929 | $5,368 |
| CHRISTINE DAWSON | CHIEF EXECUTIVE OFFICER Officer | 50 | $140,915 | $3,900 |
| HEIDI MCPHERSON | CEO (THROUGH JANUARY 2026) Officer | 50 | $27,865 | $836 |
| KATH TOMPKINS | PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| RICK WILLIAMS | VICE PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| ANITA ROBINSON | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| PAT HOSEGOOD MARTIN | SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| JEFF BUCKINGHAM | DIRECTOR Trustee or director | 4 | $0 | $0 |
| JULIETTE DUKE | DIRECTOR Trustee or director | 4 | $0 | $0 |
| GWEN ERSKINE | PRESIDENT OF REF, DIRECTOR Trustee or director | 4 | $0 | $0 |
| GRENDA ERNST | DIRECTOR Trustee or director | 4 | $0 | $0 |
| SUZANNE FRITZ | DIRECTOR Trustee or director | 4 | $0 | $0 |
| ROB GARCIA | DIRECTOR Trustee or director | 4 | $0 | $0 |
| SHELLY HIGGINBOTHAM | DIRECTOR Trustee or director | 4 | $0 | $0 |
| WAYNE LEWIS | DIRECTOR Trustee or director | 4 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNEKA SCRANTON | DIRECTOR Trustee or director | 4 | $0 |
| TOM SHERMAN | DIRECTOR Trustee or director | 4 | $0 |
| LINDA SOMERS SMITH | DIRECTOR Trustee or director | 4 | $0 |
990 for the year ended December 31, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HEIDI MCPHERSON | CHIEF EXECUTIVE OFFICER Officer | 50 | $224,744 | $6,742 |
| MICHAEL JONES | CHIEF FINANCIAL OFFICER Officer | 50 | $162,294 | $1,942 |
| KATH TOMPKINS | PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| RICK WILLIAMS | VICE PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| ANITA ROBINSON | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| PAT HOSEGOOD MARTIN | SECRETAR Trustee or director, Officer | 4 | $0 | $0 |
| JEFF BUCKINGHAM | DIRECTOR Trustee or director | 4 | $0 | $0 |
| GWEN ERSKINE | PRESIDENT OF REF, DIRECTOR Trustee or director | 4 | $0 | $0 |
| GRENDA ERNST | DIRECTOR Trustee or director | 4 | $0 | $0 |
| SUZANNE FRITZ | DIRECTOR Trustee or director | 4 | $0 | $0 |
| ROB GARCIA | DIRECTOR Trustee or director | 4 | $0 | $0 |
| SHELLY HIGGINBOTHAM | DIRECTOR Trustee or director | 4 | $0 | $0 |
| BEN MCADAMS | DIRECTOR Trustee or director | 4 | $0 | $0 |
| ANNEKA SCRANTON | DIRECTOR Trustee or director | 4 | $0 | $0 |
| TOM SHERMAN | DIRECTOR Trustee or director | 4 | $0 | $0 |
| LINDA SOMERS SMITH | DIRECTOR Trustee or director | 4 | $0 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HEIDI MCPHERSON | CHIEF EXECUTIVE OFFICER Officer | 50 | $211,438 | $6,343 |
| MICHAEL JONES | CHIEF FINANCIAL OFFICER Officer | 40 | $66,067 | $0 |
| SUZANNE FRITZ | PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| KATH TOMPKINS | VICE PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| ANITA ROBINSON | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| LINDA SOMERS SMITH | SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| JEFF BUCKINGHAM | DIRECTOR Trustee or director | 4 | $0 | $0 |
| GWEN ERSKINE | PRESIDENT OF REF, DIRECTOR Trustee or director | 4 | $0 | $0 |
| GRENDA ERNST | DIRECTOR Trustee or director | 4 | $0 | $0 |
| PAT HOSEGOOD MARTIN | DIRECTOR Trustee or director | 4 | $0 | $0 |
| ROB GARCIA | DIRECTOR Trustee or director | 4 | $0 | $0 |
| BEN MCADAMS | DIRECTOR Trustee or director | 4 | $0 | $0 |
| ANNEKA SCRANTON | DIRECTOR Trustee or director | 4 | $0 | $0 |
| RICK WILLIAMS | DIRECTOR Trustee or director | 4 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 550 DANA ST, SN LUIS OBISP, CA 93401-3407
- In care of
- % DAVID EDWARDS
- Principal officer (990 for 2025)
- MICHAEL JONES, 550 DANA STREET, SAN LUIS OBISPO, CA 93401
- Signed the 990
- MICHAEL JONES, CHIEF FINANCIAL OFFICER
- Phone
- (805) 543-2323
- Website
- WWW.CFSLOCO.ORG
- Return prepared by
- CALIBER AUDIT & ATTEST LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0496500 or by the name COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO MAKE A DIFFERENCE THROUGH PHILANTHROPIC LEADERSHIP.
Program accomplishments
- THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY SERVES THE ENTIRE COUNTY OF SAN LUIS OBISPO, FUNDING A WIDE RANGE OF INITIATIVES, PROJECTS AND ORGANIZATIONS. THROUGH THE GENEROSITY OF OUR DONORS, PAST AND PRESENT, PHILANTHROPY IS PROMOTED THAT STRENGTHENS CIVIC LIFE ACROSS THE SAN LUIS OBISPO COUNTY REGION IN RESPONSE TO THE EVER CHANGING DEMOGRAPHICS AND NEEDS OF OUR COMMUNITIES. WE FOCUS OUR GRANTMAKING ON THE FOLLOWING CORE AREAS: ARTS & CULTURE, EDUCATION, HEALTH, HUMAN SERVICES, SCHOLARSHIPS, ENVIRONMENT AND COMMUNITY ENHANCEMENT.Expenses $7,320,464 · grants $6,543,297
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 77-0496500
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $98,850,255
- Income (IRS master file)
- $86,692,387
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $10,616,659 | $8,443,948 | $98,850,255 | XML |
| 990 | December 2024 | $7,787,984 | $5,714,290 | $86,684,506 | XML |
| 990 | December 2023 | $3,221,396 | $5,369,282 | $75,470,661 | XML |
| 990 | December 2022 | $8,587,085 | $6,225,053 | $66,389,017 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 77-0496500).
Questions about COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY
- What is the EIN of COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY?
- The employer identification number (EIN) of COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY is 77-0496500.
- Is COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY?
- The 990 for the year ended December 31, 2025 names MICHAEL JONES.
- Who are the officers and directors of COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY?
- The 990 for the year ended December 31, 2025 lists 18 people; 3 received compensation from the organization, the highest $178,929 (MICHAEL JONES, CHIEF FINANCIAL OFFICER).
- How much revenue does COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $10,616,659, expenses of $8,443,948 and total assets of $98,850,255 at year end.
Other nonprofits in SN LUIS OBISP
- HAROLD J MIOSSI CHARITABLE TRUST EIN 26-4703396 · last filed 990-PF for 2025
- HIND FOUNDATION EIN 20-5150383 · last filed 990-PF for 2025
- BLOVED FOUNDATION EIN 85-2174041 · last filed 990-PF for 2025
- UNITED WAY OF SAN LUIS OBISPO COUNTY EIN 95-3459538 · last filed 990 for 2025
- LARRY AND JO SHUPNICK FAMILY FOUNDATION EIN 92-1136861 · last filed 990-PF for 2025
- MARTHA OLSON-FERNANDEZ FOUNDATION EIN 45-4983912 · last filed 990-PF for 2024
- GRAY FAMILY CHARITABLE FOUNDATION EIN 81-2013359 · last filed 990-PF for 2024
- THE SENSORY-COGNITIVE FOUNDATION FOR LEARNING INC EIN 83-2012785 · last filed 990-EZ for 2024
All nonprofits in SN LUIS OBISP · California · Philanthropy, voluntarism and grantmaking foundations