2025-04-10T15:19:26-05:00 2024-06-30 262350873 CALIBER AUDIT & ATTEST LLP 805 AEROVISTA PLACE SUITE 103 SAN LUIS OBISPO CA 93401 990 2023-07-01 953459538 UNITED WAY OF SLO COUNTY UNIT 8055411234 PO BOX 14309 SAN LUIS OBISPO CA 934064309 TRISH AVERY CALDWELL CHAIR 8055411234 2025-04-08 1 1 KIM SPILLER P01491937 8058880242 2023 2025-03-06 01:10:19Z TRISH AVERY CALDWELL PO BOX 14309 SAN LUIS OBISPO CA 934064309 1580878 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. 10 10 17 185 0 0 1336121 1565904 0 0 9160 14956 -45014 -55564 1300267 1525296 837760 881563 0 0 376861 318244 0 0 140515 230555 493522 1445176 1693329 -144909 -168033 1438870 1344990 951825 1025978 487045 319012 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 1138445 881563 GROSS FUNDS AWARDED/ALLOCATED TO AGENCIES 82845 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. 81634 USDA - THE USDA AWARDED FUNDS TO UNITED WAY OF SAN LUIS OBISPO COUNTY, AIDING CALIFORNIA FARMWORKERS. THE US DEPARTMENT OF AGRICULTURE'S FOOD AND FARMWORKER RELIEF GRANT PROGRAM ( FFWR ) PROVIDED RELIEF IN THE FORM OF A $600 FLAT-RATE PAYMENTS TO ELIGIBLE FARMWORKERS, MEATPACKING WORKERS, AND FOOD PROCESSING WORKERS WHO INCURRED EXPENSES PREPARING FOR PREVENTING EXPOSURE TO, AND RESPONDING TO, THE COVID-19 PANDEMIC. THIS RELIEF IS INTENDED TO DEFRAY COSTS FOR REASONABLE AND NECESSARY PERSONAL, FAMILY, OR LIVING EXPENSES SUCH AS, BUT NOT LIMITED TO: COSTS FOR PERSONAL PROTECTIVE EQUIPMENT (PPE), EXPENSES ASSOCIATED WITH QUARANTINES AND TESTING, AND DEPENDENT CARE. UWSLO PROVIDED THESE FUNDS TO FARMWORKERS WHO LIVE IN SAN LUIS OBISPO COUNTY. THE FUNDS AWARDED TO UWSLO FLOWED THROUGH A GRANT TO UNITED WAYS OF CALIFORNIA WHO SERVED AS THE LEAD CONTRACTOR AND UWSLO WAS SUBCONTRACTOR. AFTER OUTREACHING TO AND IDENTIFYING ELIGIBLE WORKERS, UWSLO STAFF DIRECTLY ASSISTED WORKERS ELIGIBLE IN COMPLETING UWCA'S ONLINE APPLICATION. FARMWORKERS USED UWSLO 211 TEXTING SYSTEM TO REACH OUT TO SHOW INTEREST IN THE PROGRAM AND EACH INQUIRY WAS ANSWERED BY STAFF. 1302924 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 8 0 1 17 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X LIZ SUMMER 8055411234 1288 MORRO STREET SAN LUIS OBISPO CA 93401 TRISH AVERY CALDWELL CHAIR 1.00 X X 0 0 0 NATASHA MERCURIO SECRETARY 1.00 X X 0 0 0 MICHAEL HICKS TREASURER 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 JEFF HAMM DIRECTOR 1.00 X 0 0 0 NICHOLAS DREWS DIRECTOR 1.00 X 0 0 0 CHRISTY MULKERIN DIRECTOR 1.00 X 0 0 0 CARLESHA HARRIS DIRECTOR 1.00 X 0 0 0 ZOE ELLIOT DIRECTOR 1.00 X 0 0 0 DOUG YEISER INTERIM CEO 40.00 X 81459 0 0 LIZ SUMMER INTERIM CFO 40.00 X 1750 0 0 83209 0 0 0 0 0 0 0 52554 46913 1466437 53581 1565904 14956 14956 18 52554 55582 -55564 -55564 1525296 0 0 -40608 881563 881563 282758 120582 62460 99716 10867 9393 1474 24619 9307 5359 9953 18132 18132 7905 6082 1167 656 16607 12778 2451 1378 3236 877 2359 12604 12604 1537 1182 227 128 3574 2751 526 297 REPAIRS AND MAINTENANCE 88726 7715 81011 211 SLO 82845 82845 USDA 81634 81634 CONTRACT SERVICES 62361 18212 44149 114361 68880 19453 26028 1693329 1302924 249890 140515 374084 220724 887940 945728 9570 5528 2737 23158 23158 13246 0 148502 175801 1438870 1344990 865240 945406 86585 80572 951825 1025978 X 487045 319012 487045 319012 1438870 1344990 -168033 0 X X 0 1 X 1 0 X 1806779 1380253 1342189 1336121 1565924 7431266 1806779 1380253 1342189 1336121 1565924 7431266 4900226 2531040 2987 16920 -12995 9160 14956 31028 7462294 0.33920 0.99710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 86585 -6013 80572 1 23158 23158 0 0 INVESTMENT POOL WITH COMMUNITY FOUNDATION 104994 MUTUAL FUNDS 70807 175801 X 1525296 0 1525296 0 1525296 1693329 0 1693329 0 1693329 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, 2024, 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 52554 52554 55287 52554 52554 55287 55287 -55287 1 ACUMEN FUND INC 40 WORTH STREET SUITE 303 NEW YORK NY 10013 134166228 501(C)(3) 20000 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 AFS-USA INC ATTN TARA HOFMANN PRESIDENTCEO 120 WALL ST 4TH FLOOR NEW YORK NY 10005 391711417 501(C)(3) 50000 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 CAL POLY STATE UNIVERSITY FOUNDATION FBO BIO MED ENGR HANNAH-FORBES FUND BUILDING 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 BUILDING 15 SAN LUIS OBISPO CA 93407 204927897 501(C)(3) 10000 0 N/A N/A UNRESTRICTED CAL POLY STATE UNIVERSITY FOUNDATION FBO DEAN OF ENGINEERING DISCRETIONARY 1 GRAND AVENUE BLDG 117 SAN LUIS OBISPO CA 934070443 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 CALIFORNIA RANGELAND TRUST 1221 H STREET SACRAMENTO CA 95814 311631453 501(C)(3) 7500 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 CAPSLO FBO MOST URGENT NEED 1030 SOUTHWOOD DRIVE SAN LUIS OBISPO CA 93401 952410253 501(C)(3) 10000 0 N/A N/A UNRESTRICTED CARE PO BOX 7039 MERRIFIELD VA 22116 882668505 501(C)(3) 60000 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 CHEETAH CONSERVATION FUND PO BOX 2496 ALEXANDRIA VA 22301 311726923 501(C)(3) 17000 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 CUESTA COLLEGE FOUNDATION MARGARET TEMPLETON NURSING SCHOLARSHIP F PO BOX 8106 SAN LUIS OBISPO CA 93403 237225601 501(C)(3) 20000 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 PO BOX 1958 LEICESTER NC 28748 263230131 501(C)(3) 15000 0 N/A N/A UNRESTRICTED FINCA INTERNATIONAL INC PO BOX 98048 WASHINGTON DC 20090 133240109 501(C)(3) 17000 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 LEAVEY SCHOOL OF BUSINESS UNRESTRICTED FUNDS SANTA CLARA UNIVERSITY ATTN LAWRENCE DONATONI DEVELOPMENT OFFICE500 EL CAMINO REAL SANTA CLARA CA 95053 941156617 501(C)(3) 10000 0 N/A N/A UNRESTRICTED MIT ALUMNI FUND FBO 33 IRDF 34 MISTI CHILE 33 MITES 600 MEMORIAL DRIVE W98-200 CAMBRIDGE MA 021394822 042103594 501(C)(3) 15000 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 #SAVELACOUGARS 11100 WILDLIFE CENTER DRIVE RESTON VA 20190 530204616 501(C)(3) 10000 0 N/A N/A UNRESTRICTED NATURE AND CULTURE INTERNATIONAL 1400 MAIDEN LANE 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 PERFORMING ARTS CENTER FBO SCHOOL MATINEE PROGRAM P O BOX 1137 SAN LUIS OBISPO CA 93406 770129605 501(C)(3) 15000 0 N/A N/A UNRESTRICTED ROOM TO READ 465 CALIFORNIA ST STE1000 SAN FRANCISCO CA 94104 912003533 501(C)(3) 7500 0 N/A N/A UNRESTRICTED SAN LUIS COASTAL EDUCATION FOUNDATION 1500 LIZZIE ST SAN LUIS OBISPO CA 93401 824196024 501(C)(3) 10000 0 N/A N/A UNRESTRICTED SAN LUIS OBISPO MUSEUM OF ART PO BOX 813 SAN LUIS OBISPO CA 93406 956134270 501(C)(3) 15000 0 N/A N/A UNRESTRICTED SLO 4 HOME PO BOX 3901 SAN LUIS OBISPO CA 93403 874021839 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 US FUND FOR UNICEF FBO BRIDGE FUND 125 MAIDEN LANE NEW YORK NY 10038 131760110 501(C)(3) 50000 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 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVENUE NW WASHINGTON DC 20001 273521132 501(C)(3) 27000 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 YMCA SLO FBO YOUTH AFTER SCHOOL PROGRAMS 1020 SOUTHWOOD DRIVE SAN LUIS OBISPO CA 93401 952147727 501(C)(3) 10000 0 N/A N/A UNRESTRICTED 63 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 52554 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. PART XII, LINE 2C THE BOARD OVERSEES THE FINANCIAL STATEMENT PROCESS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.