- Revenue 2025
- $10,616,659
- Expenses 2025
- $8,443,948
Program services were 86.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- T31
- Classification
- 1000
- Street
- 550 DANA ST
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Officers and directors · 2025
As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
KATH TOMPKINS
PRESIDENT
- Total calculated
- $0
- Hours/week
- 4
-
RICK WILLIAMS
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 4
-
ANITA ROBINSON
TREASURER
- Total calculated
- $0
- Hours/week
- 4
-
PAT HOSEGOOD MARTIN
SECRETARY
- Total calculated
- $0
- Hours/week
- 4
-
JEFF BUCKINGHAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
JULIETTE DUKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
GWEN ERSKINE
PRESIDENT OF REF, DIRECTOR
- Total calculated
- $0
- Hours/week
- 4 + 1 related
-
GRENDA ERNST
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
SUZANNE FRITZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
ROB GARCIA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
SHELLY HIGGINBOTHAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
WAYNE LEWIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
ANNEKA SCRANTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
TOM SHERMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
LINDA SOMERS SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
CHRISTINE DAWSON
CHIEF EXECUTIVE OFFICER
- Total calculated
- $144,815
- From this org
- $140,915
- From related orgs
- $0
- Other
- $3,900
- Hours/week
- 50 + 5 related
Schedule J breakdown matched by us
- Base
- $137,015
- Bonus
- $3,900
- Other
- $0
- Deferred
- $3,900
- Nontaxable benefits
- $0
- Filer's total
- $144,815
-
MICHAEL JONES
CHIEF FINANCIAL OFFICER
- Total calculated
- $184,297
- From this org
- $178,929
- From related orgs
- $0
- Other
- $5,368
- Hours/week
- 50 + 5 related
Schedule J breakdown matched by us
- Base
- $174,140
- Bonus
- $4,789
- Other
- $0
- Deferred
- $5,368
- Nontaxable benefits
- $0
- Filer's total
- $184,297
-
HEIDI MCPHERSON
CEO (THROUGH JANUARY 2026)
- Total calculated
- $28,701
- From this org
- $27,865
- From related orgs
- $0
- Other
- $836
- Hours/week
- 50 + 5 related
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 — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.
Filings
-
2025
- Revenue
- $10,616,659
- Expenses
- $8,443,948
- Contributions
- $7,159,635
- Grants paid
- $6,543,297
-
2024
- Revenue
- $7,787,984
- Expenses
- $5,714,290
- Contributions
- $5,200,432
- Grants paid
- $3,711,233
-
2023
- Revenue
- $3,221,396
- Expenses
- $5,369,282
- Contributions
- $3,416,190
- Grants paid
- $3,255,958
-
2022
- Revenue
- $8,587,085
- Expenses
- $6,225,053
- Contributions
- $6,888,992
- Grants paid
- $4,644,572
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Grants made
-
$542,903
2022 FOR OPERATING SUPPORT, ARTS, SECOND SATURDAYS ART ACTIVITY KITS FOR KIDS
-
$500,000
2022 COM ENHANCEMENT
-
$400,000
2023 TO SUPPORT PHASE ONE OF THE TORO COAST PROJECT
-
$274,694
2022 TO SUPPORT CURRENT CAPITAL CAMPAIGN TO BUILD A NEW FACILITY, TO SUPPORT SLO COUNTY PROGRAMS, $2,000 IS TO SUPPORT EDUCATION AND OUTREACH AND THE REMAINING $8,000 IS UNRESTRICTED
-
$273,677
2025 THE GRANT IS RESTRICTED TO PURCHASING A NEW BUILDING, REMODELING, AND EQUIPMENT NEE TO ESTABLISH A NEW K-8 SCHOOL SLATED TO OPEN IN JULY 2026.
-
$254,356
2025 UNRESTRICTED
-
$250,000
2024 RESTRICTED TO PURCHASING A NEW BUILDING, REMODELING, AND EQUIPMENT NEEDED TO ESTABLISH A NEW SCHOOL PREMISES.
-
2025 UNRESTRICTED.
-
2024 RESTRICTED TO SUPPORT THE LEARNING AMONG THE OAKS PROGRAM AND THE WHEELCHAIR WEDNESDAY PROGRAM
-
2025 UNRESTRICTED
The 10 largest by cash amount. The API serves every itemized grant.
Grants received
-
ROCKEFELLER PHILANTHROPY ADVISORS INC
$1,933,027
2024 EDUCATION
-
SILICON VALLEY COMMUNITY FOUNDATION
$621,273
2023 General Nonprofit Support
-
CALIFORNIA COMMUNITY FOUNDATION
$289,319
2024 PHILANTHROPIC ACTIVITY
-
DONOR ADVISED CHARITABLE GIVING
$185,600
2022 HUMAN SERVICES
-
2023 DISASTER RELIEF RECOVERY AND RESILIENCE; RACIAL AND HEALTH EQUITY
-
$124,000
2023 HUMAN SERVICES
-
PASO ROBLES ROTARY SERVICES INC
$100,000
2024 SCHOLARSHIP ASSISTANCE
-
PASO ROBLES ROTARY SERVICES INC
$94,000
2023 SCHOLARSHIP ASSISTANCE
-
PASO ROBLES ROTARY SERVICES INC
$89,879
2022 SCHOLARSHIP ASSISTANCE
-
DONOR ADVISED CHARITABLE GIVING
$87,820
2024 HUMAN SERVICES
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2025 return
-
REAL ESTATE FOUNDATION OF SAN LUIS OBISPO COUNTY
501(C) (3) · SUPPORTING ORGANIZATION - CONDUCTING ACTIVITIES FOR THE BENEFIT OF CFSLOCO · CA · controlled entity
Declared as related by
-
REAL ESTATE FOUNDATION OF SAN LUIS OBISPO COUNTY
On its 2025 return as a controlled entity
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 10 September 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.