GOLD2023

United Way of San Luis Obispo County

United Way advances the common good in communities across the world. Our focus is on education, income and health—the building blocks for a good quality of life.

aka UWSLOC   |   San Luis Obispo, CA   |  http://www.unitedwayslo.org

Mission

To foster structural change by addressing root causes in order to safeguard the future of our community. United Way advances the common good. Our focus is on education, income and health – the building blocks for a good quality of life. United Way recruits people and organizations who bring the passion, expertise and resources needed to get things done. We invite you to be a part of the change. You can give, you can advocate and you can volunteer. That's what it means to LIVE UNITED.

Ruling year info

1980

Chief Executive Officer

Mr. Douglas Yeiser

Main address

PO Box 14309

San Luis Obispo, CA 93406 USA

Show more contact info

EIN

95-3459538

NTEE code info

Fund Raising and/or Fund Distribution (T12)

Alliance/Advocacy Organizations (P01)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Sign in or create an account to view Form(s) 990 for 2019, 2018 and 2017.
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Communication

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

United Way advances the common good by focusing on a variety of social issues surrounding the areas of education, income and health – the building blocks for a good quality of life.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Community Impact Fund

Each year countless volunteers, including Board members and other community leaders, work to address critical service needs in our county by reviewing and recommending funds for specific community service programs meeting United Way's three root cause community investment focus points: helping children and youth achieve their potential (education); promoting financial stability and independence (income); improving health for all (health).

Through its Community Impact Fund, United Way of San Luis Obispo County provides financial and community outreach support for projects that are vital to the health and well-being of children, families, and seniors of all races in our community, particularly those who are low-income. Many times, our support provides nonprofit organizations the leverage needed to receive additional support from other government and private agencies. Additionally, United Way works with agencies who apply for funds to identify overlapping areas of need and vehicles of potential collaboration between agencies and programs to eliminate duplication of services and encourage unity of direction and solutions. These agencies are also provided with critical support, guidance, and a link to in-kind resources for local nonprofits.
For 2017-18, United Way provided $60,000 to 12 different nonprofit programs through the Community Impact Fund Grant, $7,000 through its Innovation Award, and $4,000 through its Youth Board Grants. These funds do not include hundreds of thousands of dollars in donor-designated giving.

Population(s) Served
Adults

Experts know that investing in a child’s success early on is critical. Research shows the tangible results – adults with greater success in life, fewer involvements in crime, higher incomes and higher education levels.  Therefore, it is necessary for parents and caregivers to realize the opportunities available each day to teach their children valuable lessons.  Born Learning takes early learning research and translates it into activities and educational tools for parents and caregivers.

Born Learning is built on three cornerstones: awareness, education, and action.  The educational materials for Born Learning are user-friendly and designed to help parents and caregivers understand how to begin the learning process right away, ensuring that childre prepare their children for school in natural, fun ways.  All materials are available to the public free of charge and can be easily downloaded from our website at https://www.unitedwayslo.org/born-learning

Population(s) Served
Parents

Participants learn about the community and make an impact through the allocation of grants to local youth-led, youth-serving programs. The board youth-led, and is open to all high school students with an interest in learning more about the community and a desire to make a difference.
The mission, as determined by the members of the Youth Board, is to develop youth leadership and opportunities in the community by building awareness and making an impact through involvement in the United Way decision making process through awarding grants to local organizations.

Population(s) Served
Adolescents

Individuals who made under $66,000 in 2018 can use MyFreeTaxes.org to safely file their taxes online for free.
For those who made less than $54,000 in 2018 and want a certified tax professional to file their taxes for them, we offer Volunteer Income Tax Assistance (VITA) sites. For more information visit https://www.unitedwayslo.org/tax-preparation-programs

Population(s) Served
Adults

Each child enrolled in the program receives a new, age-appropriate book every month from enrollment through five years of age. With United Way covering the cost of enrollment for many children, Imagination Library is especially valuable to low-income families who may find books to be an unaffordable luxury. Studies show that if a child can read at grade level by the time she or he is in fourth grade, they increase their chances of succeeding in middle school and graduating on time from high school. This program gets children excited about reading and before they even enter kindergarten, they can have their own personal library. It also helps strengthen families by encouraging positive interaction between adults and children through shared reading. For more information visit https://www.unitedwayslo.org/imagination-library

Population(s) Served
Infants and toddlers

Money Talks volunteers increase the financial literacy of our high school students. Using material from the University of California Cooperative Extension Money Talks program and the National Endowment for Financial Education, United Way has prepared a series of five classes for high school seniors that present accurate, unbiased information and hands-on experiences in financial literacy; tools that young people can learn and take with them into early adulthood and through life. For more information visit https://www.unitedwayslo.org/money-talks-0

Population(s) Served
Adolescents

2-1-1 is an easy to remember three-digit phone number that brings people and services together. It is a non-emergency telephone number that connects individuals and families with information and community resources, available to more than 90% of those living in the United States. Confidential bilingual service is available 24 hours a day, seven days a week. To access the 2-1-1 directory, visit https://www.unitedwayslo.org/2-1-1/search-2-1-1-slo-county

Population(s) Served
Adults

United Way of San Luis Obispo County has partnered with VolunteerSLO.org to provide a one stop resource for volunteer opportunities. The online database links organizations with community members looking to get plugged into service openings across San Luis Obispo County. On VolunteerSLO, local agencies post upcoming volunteer opportunities and events throughout the year making them easily accessible for people to find and serve at as the demand is needed.

Population(s) Served
Adults

Where we work

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

To foster structural change by addressing root causes in order to safeguard the future of our community by creating a strong, healthy, compassionate community that gives youth the foundation to thrive and succeed.

Community Impact is about creating lasting change by mobilizing sectors, systems, networks, organizations, and others that can play a role in improving lives in our communities; changing conditions in the community that create multiple problems for individuals and families; and improving not only the lives of program clients, but also that of entire community populations.

We have a dedicated staff and Board of Directors who work with local nonprofits, government and individuals to build partnerships and create programs that target the areas of education, health, and financial stability.

In 1887, a Denver priest, two ministers and a rabbi recognized the need for cooperative action to address their city’s welfare problems. The Rev. Myron W. Reed, Msgr. William J.O’Ryan, Dean H. Martyn Hart and Rabbi William S. Friedman put their heads together to plan the first united campaign for ten health and welfare agencies. They created an organization to serve as an agent to collect funds for local charities, as well as to coordinate relief services, counsel and refer clients to cooperating agencies, and make emergency assistance grants in cases which could not be referred. Today we continue those efforts by continuously expanding our programs, funding other nonprofits who's mission aligns with ours, and working with our community to make sure our finger is on the pulse of it's needs.

Financials

United Way of San Luis Obispo County
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Operations

The people, governance practices, and partners that make the organization tick.

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Connect with nonprofit leaders

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Connect with nonprofit leaders

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Build relationships with key people who manage and lead nonprofit organizations with GuideStar Pro. Try a low commitment monthly plan today.

  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.

United Way of San Luis Obispo County

Board of directors
as of 02/23/2023
SOURCE: Self-reported by organization
Board chair

Mr. Jeff Hamm

Retired - County of San Luis Obispo

Term: 2015 - 2023

Jeff Brown

Wells Fargo

Trish Avery Caldwell

County of San Luis Obispo DSS

Cliff Stepp

SteppUp Consulting

Natasha Mercurio

Richardson Properties

Jen Cusack

Balance Treatment Center

Michael Hicks

Hicks Pension Services

Emily Pan

UWSLOC Youth Board

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 2/23/2023

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Male, Not transgender (cisgender)
Sexual orientation
Heterosexual or straight
Disability status
Person without a disability

Race & ethnicity

Gender identity

 

Sexual orientation

Disability

No data

Equity strategies

Last updated: 02/23/2023

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Data
  • We review compensation data across the organization (and by staff levels) to identify disparities by race.
Policies and processes
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
  • We have community representation at the board level, either on the board itself or through a community advisory board.
  • We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
  • We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.