United Way of Slo County
Nonprofit profile at a glance
- EIN
- 953459538
- IRS 990 coverage
- 2012–2024
- Forms available
- Form 990 2024
- Location
- San Luis Obispo, CA, USA
- Phone
- 8055411234
- Rating
- 73
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Federated Giving Programs
Reported finances
- Revenue
- $344,166
- Expenses
- $516,176
- Assets
- $1,139,124
- Liabilities
- $992,122
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- LIZ SUMMER (CEO/INTERIM COO)
- DOUG YEISER (INTERIM CEO)
Highest reported compensation
- LIZ SUMMER (CEO/INTERIM COO): $60,579 total reported compensation
- DOUG YEISER (INTERIM CEO): $49,572 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
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.
What it reported doing in 2024
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. 211 receives over 3,000 calls, texts, and clicks to the hotline on an annual basis. 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.
Operating model
- Revenue model
- Donor-supported. 86% of the money available for current operations came from contributions and gifts.
- Distribution model
- Cannot be determined from the filing. The program-spending lines do not add up, so the filing cannot show reliably whether the nonprofit works directly or through others.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. A relatively small share of total spending goes to programs and fundraising costs are high for each dollar raised.
Rating breakdown
- Financial Efficiency: 61
- Transparency & Controls: 87
- Accountability: 100
- Sustainability: 23
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 74.1%; rating input score 74
- Program expense ratio: 48.8%; rating input score 49
- Fundraising efficiency: $7.25 raised per $1 spent on fundraising; rating input score 31; 31st percentile among comparable filings
Transparency & Controls
- Consistency checks: 94.1%; rating input score 94; 27th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 8 of 8 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -50%; rating input score 5; 5th percentile among comparable filings
- Total-asset coverage ratio: 2.21; rating input score 62; 62nd percentile among comparable filings
- Liabilities to assets ratio: 0.87; rating input score 6; 6th percentile among comparable filings
- Officer compensation ratio: 21.3%; rating input score 18; 18th percentile among comparable filings
Growth
- Program expense growth: -1.1% per year; rating input score 0; 26th percentile among comparable filings
- Revenue growth: -0.5% per year; rating input score 0; 22nd percentile among comparable filings
- Asset growth: 9.2% per year; rating input score 100; 63rd percentile among comparable filings
Details
- Where the money goes: 74.1% of revenue deployed · 48.8% of spending went to programs
- Governance: 10 of 10 board members independent · 8 of 8 filing controls reported
- Programs: 2 filed program accomplishments · $252K in reported program spending
- Leadership: top reported pay $61K · 12 people listed
- Consistency: 27 of 27 current checks pass
- Schedules: 6 filed schedules · includes major donors
- Filing history: 11 filing years from 2012 to 2024
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Related organizations: Filed and resolved organization relationships.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Program expense ratio scored 49/100.
- Moderate — Financial Efficiency: Fundraising efficiency scored 31/100.
- High — Sustainability: Operating margin scored 5/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Liabilities to assets ratio scored 6/100.
- High — Sustainability: Officer compensation ratio scored 18/100.