Nonprofit · EIN 95-3459538
UNITED WAY OF SAN LUIS OBISPO COUNTY
Tax-exempt · SN LUIS OBISP, CA 93401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $344,166 | $516,176 | -$172,010 | $1,139,124 | $992,122 | $147,002 |
| June 30, 2024 | 990 | $1,525,296 | $1,693,329 | -$168,033 | $1,344,990 | $1,025,978 | $319,012 |
| June 30, 2023 | 990 | $1,300,267 | $1,445,176 | -$144,909 | $1,438,870 | $951,825 | $487,045 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $379,017
- of which government grants
- $40,358
- Program service revenue
- $0
- Investment income
- $12,558
- Net income from fundraising events
- -$47,409
- Other revenue
- -$47,409
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $153,804
- Salaries, compensation and benefits (total)
- $183,850
- Professional fundraising fees
- $0
- Accounting fees
- $34,421
- Occupancy
- $22,860
- Program services (functional)
- $251,990
- Management and general (functional)
- $211,886
- Fundraising (functional)
- $52,300
Balance sheet and other
- Total assets, start of year
- $1,344,990
- Total assets, end of year
- $1,139,124
- Total liabilities, end of year
- $992,122
- Net assets, end of year
- $147,002
- Net assets without donor restrictions
- $147,002
- Gross receipts
- $391,575
- Employees
- 15
- Volunteers
- 135
- Year formed
- 1958
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LIZ SUMMER | CEO/INTERIM COO Officer | 40 | $60,579 |
| DOUG YEISER | INTERIM CEO Officer | 40 | $49,572 |
| CARLESHA HARRIS | CHAIR Trustee or director, Officer | 1 | $0 |
| NICHOLAS DREWS | SECRETARY Trustee or director, Officer | 1 | $0 |
| MICHAEL HICKS | TREASURER Trustee or director, Officer | 1 | $0 |
| CURTIS ABRAM | DIRECTOR Trustee or director | 1 | $0 |
| JACK LAHEY | DIRECTOR Trustee or director | 1 | $0 |
| PATRICK MALLON | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTY MULKERIN | DIRECTOR Trustee or director | 1 | $0 |
| MILLER NEWLON | DIRECTOR Trustee or director | 1 | $0 |
| SUSAN SCHEER AOKI | DIRECTOR Trustee or director | 1 | $0 |
| BERENICE GUADARRAMA | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DOUG YEISER | INTERIM CEO Officer | 40 | $81,459 |
| LIZ SUMMER | INTERIM CFO Officer | 40 | $1,750 |
| TRISH AVERY CALDWELL | CHAIR Trustee or director, Officer | 1 | $0 |
| NATASHA MERCURIO | SECRETARY Trustee or director, Officer | 1 | $0 |
| MICHAEL HICKS | TREASURER Trustee or director, Officer | 1 | $0 |
| CLIFF STEPP | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| JENNIFER CUSACK | DIRECTOR Trustee or director | 1 | $0 |
| JEFF HAMM | DIRECTOR Trustee or director | 1 | $0 |
| NICHOLAS DREWS | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTY MULKERIN | DIRECTOR Trustee or director | 1 | $0 |
| CARLESHA HARRIS | DIRECTOR Trustee or director | 1 | $0 |
| ZOE ELLIOT | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICK LONDON | CEO Officer | 40 | $34,400 |
| JEFF HAMM | CHAIR Trustee or director, Officer | 1 | $0 |
| JEFF BROWN | SECRETARY Trustee or director, Officer | 1 | $0 |
| MICHAEL HICKS | TREASURER Trustee or director, Officer | 1 | $0 |
| TRISH AVERY CALDWELL | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| CLIFF STEPP | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| JENNIFER CUSACK | DIRECTOR Trustee or director | 1 | $0 |
| NATASHA MERCURIO | DIRECTOR Trustee or director | 1 | $0 |
| EMILY PAN | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1288 MORRO ST STE 10, SN LUIS OBISP, CA 93401-6308
- Principal officer (990 for 2024)
- CARLESHA HARRIS, PO BOX 14309, SAN LUIS OBISPO, CA 934064309
- Signed the 990
- CARLESHA HARRIS, CHAIR
- Phone
- (805) 541-1234
- Website
- WWW.UNITEDWAYSLO.ORG
- Return prepared by
- CALIBER AUDIT & ATTEST LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3459538 or by the name UNITED WAY OF 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
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.
Program accomplishments
- GROSS FUNDS AWARDED/ALLOCATED TO AGENCIES TO SUPPORT VARIOUS NON PROFITS.Expenses $148,778
- 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. 211 RECEIVES OVER 3,000 CALLS, TEXTS, AND CLICKS TO THE HOTLINE ON AN ANNUAL BASIS. 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.Expenses $103,212
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 95-3459538
- 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
- 1980
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $1,139,124
- Income (IRS master file)
- $391,575
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $344,166 | $516,176 | $1,139,124 | XML |
| 990 | June 2024 | $1,525,296 | $1,693,329 | $1,344,990 | XML |
| 990 | June 2023 | $1,300,267 | $1,445,176 | $1,438,870 | XML |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 95-3459538).
Questions about UNITED WAY OF SAN LUIS OBISPO COUNTY
- What is the EIN of UNITED WAY OF SAN LUIS OBISPO COUNTY?
- The employer identification number (EIN) of UNITED WAY OF SAN LUIS OBISPO COUNTY is 95-3459538.
- Is UNITED WAY OF SAN LUIS OBISPO COUNTY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to UNITED WAY OF SAN LUIS OBISPO COUNTY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF 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 UNITED WAY OF SAN LUIS OBISPO COUNTY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF SAN LUIS OBISPO COUNTY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNITED WAY OF SAN LUIS OBISPO COUNTY?
- The 990 for the year ended June 30, 2025 names CARLESHA HARRIS.
- Who are the officers and directors of UNITED WAY OF SAN LUIS OBISPO COUNTY?
- The 990 for the year ended June 30, 2025 lists 12 people; 2 received compensation from the organization, the highest $60,579 (LIZ SUMMER, CEO/INTERIM COO).
- How much revenue does UNITED WAY OF SAN LUIS OBISPO COUNTY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $344,166, expenses of $516,176 and total assets of $1,139,124 at year end.
Other nonprofits in SN LUIS OBISP
- COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY EIN 77-0496500 · last filed 990 for 2025
- 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
- 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