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Nonprofiteer
← UNITED WAY OF SAN LUIS OBISPO COUNTY

Form 990 for tax year 2023

Filed by UNITED WAY OF SAN LUIS OBISPO COUNTY.

Totals

Total revenue
$1,525,296
Total expenses
$1,693,329
Contributions and grants received
$1,565,904
Grants paid
$881,563
Program service revenue
$0
Investment income
$14,956
Other revenue
-$55,564
Total assets, end of year
$1,344,990
Total liabilities, end of year
$1,025,978
Net assets or fund balances, end of year
$319,012
Program services expenses (Part IX)
$1,302,924
Management and general expenses
$249,890
Fundraising expenses
$140,515
Program service expenses (Part III)
$1,302,924

Program services were 76.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • TRISH AVERY CALDWELL

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • NATASHA MERCURIO

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL HICKS

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • CLIFF STEPP

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER CUSACK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFF HAMM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NICHOLAS DREWS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRISTY MULKERIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CARLESHA HARRIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ZOE ELLIOT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DOUG YEISER

    INTERIM CEO

    Total calculated
    $81,459
    From this org
    $81,459
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • LIZ SUMMER

    INTERIM CFO

    Total calculated
    $1,750
    From this org
    $1,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
8 April 2025
IRS schema version
2023v6.0
Source object
202531009349300028

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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