Skip to content
ProPublica Donate
ProPublica Donate

United Way Of San Luis Obispo County

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Fund Raising Organizations That Cross Categories (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.3M (2023)

Expenses
$1.45M (2023)

Total Assets
$1.44M (2023)

Total Liabilities
$952k (2023)

Years with missing data
Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,300,267
Expenses
$1,445,176
Net Income
-$144,909
Net Assets
$487,045
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,336,121
> 100%
Program Services $0
Investment Income $9,160
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$45,014
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $34,400
2.4%
Professional Fundraising Fees $0
Other Salaries and Wages $288,874
20.0%
Assets/Debt
Total Assets $1,438,870
Total Liabilities $951,825
Net Assets $487,045
Compensation
Key Employees and Officers Compensation Related Other
Rick London (Ceo) $34,400 $0 $0
Jeff Hamm (Chair) $0 $0 $0
Jeff Brown (Secretary) $0 $0 $0
Michael Hicks (Treasurer) $0 $0 $0
Trish Avery Caldwell (Vice Chair) $0 $0 $0
Cliff Stepp (Vice Chair) $0 $0 $0
Jennifer Cusack (Director) $0 $0 $0
Natasha Mercurio (Director) $0 $0 $0
Emily Pan (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,397,173
Expenses
$1,317,816
Net Income
$79,357
Net Assets
$463,845
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,380,253
98.8%
Program Services $0
Investment Income $16,920
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $246,158
18.7%
Assets/Debt
Total Assets $760,754
Total Liabilities $296,909
Net Assets $463,845
Compensation
Key Employees and Officers Compensation Related Other
Jeff Hamm (Chair) $0 $0 $0
Jeff Brown (Secretary) $0 $0 $0
Wade O'hagan (Treasurer) $0 $0 $0
Trish Avery Caldwell (Vice Chair) $0 $0 $0
Roger Fredrickson (Vice Chair) $0 $0 $0
Cliff Stepp (Vice Chair) $0 $0 $0
Greg Gillett (Director) $0 $0 $0
Jennifer Slosar (Director) $0 $0 $0
Michael Hicks (Director) $0 $0 $0
Natasha Mercurio (Director) $0 $0 $0
Brian Campbell (Director) $0 $0 $0
Jennifer Cusack (Director) $0 $0 $0
Ved Kenjale (Yb President) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,304,385
Expenses
$1,340,312
Net Income
-$35,927
Net Assets
$406,816
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,299,340
99.6%
Program Services $0
Investment Income $5,045
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $220,397
16.4%
Assets/Debt
Total Assets $612,714
Total Liabilities $205,898
Net Assets $406,816
Compensation
Key Employees and Officers Compensation Related Other
Hans Poschman (Director) $0 $0 $0
Ryan Caldwell (Director) $0 $0 $0
Colton Campa (Director) $0 $0 $0
Wade O'hagan (Treasurer) $0 $0 $0
Jennifer Cusack (Director) $0 $0 $0
Natasha Mercurio (Director) $0 $0 $0
Cliff Stepp (Director) $0 $0 $0
Charlie Fruit (Director) $0 $0 $0
Jennifer Slosar (Director) $0 $0 $0
Jeffrey Brown (Secretary) $0 $0 $0
Roger Frederickson (Director) $0 $0 $0
Jeff Hamm (Director) $0 $0 $0
Brian Campbell (Chair) $0 $0 $0
Judy Kambestad (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,244,812
Expenses
$1,190,729
Net Income
$54,083
Net Assets
$442,743
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,240,292
99.6%
Program Services $0
Investment Income $4,520
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $232,596
19.5%
Assets/Debt
Total Assets $617,616
Total Liabilities $174,873
Net Assets $442,743
Compensation
Key Employees and Officers Compensation Related Other
Hans Poschman (President) $0 $0 $0
Dena Bellman (Vc Comm Impact) $0 $0 $0
Debbie Lewis (Secretary) $0 $0 $0
Wade O'hagan (Treasurer) $0 $0 $0
Amina Assal (Director) $0 $0 $0
Marian Anderson (Director) $0 $0 $0
Laurent Bernad (Director) $0 $0 $0
Charlie Fruit (Director) $0 $0 $0
Jennifer Slosar (Director) $0 $0 $0
Jeffrey Brown (Director) $0 $0 $0
Ryan Caldwell (Director) $0 $0 $0
James Welsch (Director) $0 $0 $0
Roger Frederickson (Director) $0 $0 $0
Jeff Hamm (Director) $0 $0 $0
Brian Campbell (Vp Resource Dev) $0 $0 $0
Judy Kambestad (Director) $0 $0 $0
Brian Reynolds (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,096,650
Expenses
$1,124,300
Net Income
-$27,650
Net Assets
$388,660
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,087,997
99.2%
Program Services $0
Investment Income $8,653
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $215,457
19.2%
Assets/Debt
Total Assets $519,363
Total Liabilities $130,703
Net Assets $388,660
Compensation
Key Employees and Officers Compensation Related Other
Ian Parkinson (President) $0 $0 $0
Dena Bellman (Vp Comm Impact) $0 $0 $0
Debbie Lewis (Secretary) $0 $0 $0
Ryan Caldwell (Treasurer) $0 $0 $0
Ashlee Akers (Director) $0 $0 $0
Marian Anderson (Director) $0 $0 $0
Laurent Bernad (Director) $0 $0 $0
Callum Bolger (Director) $0 $0 $0
Dr James Brescia (Director) $0 $0 $0
Jeffrey Brown (Director) $0 $0 $0
Christine Johnson (Director) $0 $0 $0
Hans Poschman (Director) $0 $0 $0
Roger Frederickson (Director) $0 $0 $0
Jeff Hamm (Director) $0 $0 $0
Brian Campbell (Vp Resource Dev) $0 $0 $0
Judy Kambestad (Director) $0 $0 $0
Wade O'hagan (Director) $0 $0 $0
Brian Reynolds (Director) $0 $0 $0
Julie Paik (Director) $0 $0 $0
James Welsch (Director) $0 $0 $0
Tom Sullivan (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,154,375
Expenses
$1,155,714
Net Income
-$1,339
Net Assets
$416,310
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,153,384
99.9%
Program Services $0
Investment Income $991
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $225,517
19.5%
Assets/Debt
Total Assets $538,130
Total Liabilities $121,820
Net Assets $416,310
Compensation
Key Employees and Officers Compensation Related Other
Ian Parkinson (President) $0 $0 $0
Dena Bellman (Vp Comm Impact) $0 $0 $0
Debbie Lewis (Secretary) $0 $0 $0
Ryan Caldwell (Treasurer) $0 $0 $0
Ashlee Akers (Director) $0 $0 $0
Marian Anderson (Director) $0 $0 $0
Laurent Bernad (Director) $0 $0 $0
Callum Bolger (Director) $0 $0 $0
Dr James Brescia (Director) $0 $0 $0
Jeff Brown (Director) $0 $0 $0
Christine Johnson (Director) $0 $0 $0
Hans Poschman (Director) $0 $0 $0
Roger Frederickson (Director) $0 $0 $0
Jeff Hamm (Director) $0 $0 $0
Brian Campbell (Director) $0 $0 $0
Judy Kambestad (Director) $0 $0 $0
Wade O'hagan (Director) $0 $0 $0
Brian Reynolds (Director) $0 $0 $0
Julie Paik (Director) $0 $0 $0
Jim Welsch (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,195,502
Expenses
$1,223,922
Net Income
-$28,420
Net Assets
$417,649
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,194,319
99.9%
Program Services $0
Investment Income $1,183
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $237,073
19.4%
Assets/Debt
Total Assets $537,606
Total Liabilities $119,957
Net Assets $417,649
Compensation
Key Employees and Officers Compensation Related Other
Alexis Okumura (President) $0 $0 $0
Dena Bellman (Vp Comm Impact) $0 $0 $0
Debbie Lewis (Secretary) $0 $0 $0
Ryan Caldwell (Treasurer) $0 $0 $0
Ashlee Akers (Director) $0 $0 $0
Marian Anderson (Director) $0 $0 $0
Laurent Bernad (Director) $0 $0 $0
Dr Penny Borenstein (Director) $0 $0 $0
Courtney Kienow (Director) $0 $0 $0
Joyce Miklik (Director) $0 $0 $0
Christine Johnson (Director) $0 $0 $0
Hans Poschman (Director) $0 $0 $0
Leila Assal (Director) $0 $0 $0
Carla Berkefeld (Director) $0 $0 $0
Brian Campbell (Director) $0 $0 $0
John Lindsey (Director) $0 $0 $0
Ian Parkinson (Director) $0 $0 $0
Brian Reynolds (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,070,566
Expenses
$1,106,954
Net Income
-$36,388
Net Assets
$446,069
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,060,904
99.1%
Program Services $0
Investment Income $9,662
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $220,065
19.9%
Assets/Debt
Total Assets $569,627
Total Liabilities $123,558
Net Assets $446,069
Compensation
Key Employees and Officers Compensation Related Other
Alexis Okumura (President) $0 $0 $0
Dena Bellman (Vp Comm Impact) $0 $0 $0
Debbie Lewis (Secretary) $0 $0 $0
Lance Parker (Treasurer) $0 $0 $0
Marian Anderson (Director) $0 $0 $0
Carla Berkefeld (Director) $0 $0 $0
Kathleen Choal (Director) $0 $0 $0
Brendan Bych (Pres Youth Brd) $0 $0 $0
Christine Johnson (Director) $0 $0 $0
Laurent Bernad (Director) $0 $0 $0
Dr Penny Borenstein (Director) $0 $0 $0
Courtney Kienow (Director) $0 $0 $0
John Lindsey (Director) $0 $0 $0
Joyce Miklik (Director) $0 $0 $0
Ian Parkinson (Director) $0 $0 $0
Frank Fertschneider (Director) $0 $0 $0
Thomas Sullivan (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,046,495
Expenses
$1,028,792
Net Income
$17,703
Net Assets
$482,457
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,038,583
99.2%
Program Services $0
Investment Income $6,090
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,822
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $202,418
19.7%
Assets/Debt
Total Assets $558,986
Total Liabilities $76,529
Net Assets $482,457

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,094,413
Expenses
$1,032,006
Net Income
$62,407
Net Assets
$464,754
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,093,500
99.9%
Program Services $0
Investment Income $913
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $184,178
17.8%
Assets/Debt
Total Assets $540,189
Total Liabilities $75,435
Net Assets $464,754

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,160,208
Expenses
$1,181,412
Net Income
-$21,204
Net Assets
$402,347
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,149,051
99.0%
Program Services $0
Investment Income $11,157
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $194,129
16.4%
Assets/Debt
Total Assets $514,074
Total Liabilities $111,727
Net Assets $402,347

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »