Give.org logo
Support Give.org
Support Give.org
CHARITY REVIEW
Issued: December 2023 Expires: December 2025

United Way of San Luis Obispo County

Accredited Charity
Accredited Charity

Meets Standards
(805) 541-1234
Post Office Box 14309
San Luis Obispo, CA, 93406
https://unitedwayslo.org/
📄 Full Report 🖨️ Print 📋 BBB Charity Standards

Standards For Charity Accountability

Governance

  1. Board Oversight
  2. Board Size
  3. Board Meetings
  4. Board Compensation
  5. Conflict of Interest

Measuring Effectiveness

  1. Effectiveness Policy
  2. Effectiveness Report

Finances

  1. Program Expenses
  2. Fundraising Expenses
  3. Accumulating Funds
  4. Audit Report
  5. Detailed Expense Breakdown
  6. Accurate Expense Reporting
  7. Budget Plan

Fundraising & Info

  1. Truthful Materials
  2. Annual Report
  3. Website Disclosures
  4. Donor Privacy
  5. Cause Marketing Disclosures
  6. Complaints

United Way of San Luis Obispo County meets the 20 Standards for Charity Accountability.

Stated Purpose:
"to build a stronger, healthier, more compassionate community in San Luis Obispo County through impact grant awards and prevention programming by focusing on the building blocks of a good life: education, income and health."

Year, State Incorporated:
1958, CA

United Way of San Luis Obispo County (United Way SLOC) states it is focused on education, financial stability, community, and health. The organization’s education programs work to improve early childhood literacy through its Born Learning Academy and partnership with the Imagination Library. United Way SLOC provides financial literacy resources for teens and adults, through its Money Talks, and free tax assistance.

For the year ended June 30, 2022, United Way of San Luis Obispo County's program expenses were:

Program services $1,156,622
Total Program Expenses $1,156,622

Chief Executive
Douglas Yeiser, Interim Chief Executive Officer

Chair of the Board
Jeff Hamm

Chair's Profession / Business Affiliation
Retired, San Luis Obispo County Health Agency

Board Size
8

Paid Staff Size
5

*2022 compensation includes annual salary and, if applicable, benefit plans, expense accounts, and other allowances.

Note 1: Mr. Yeiser became Interim Chief Executive Officer in February 2023. Compensation information for his role as Interim Chief Executive Officer is not available at this time.
Note 2: Chief Operating Officer Linda Wingert was the highest paid employee during 2022, receiving $72,500 in compensation, as reported by the organization.

Method(s) Used:
Grant proposals, Internet, Direct mail appeals, Radio, Special events, Foundation grants

Fundraising costs were 21% of related contributions. (Related contributions, which totaled $417,770, are donations received as a result of fundraising activities.)

This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.

The following information is based on United Way of San Luis Obispo County's audited financial statements for the year ended June 30, 2022.

Source of Funds
Investment loss $-15,414
Paycheck Protection Program $1,247
Interest income $2,419
Trust income $7,631
In-kind contributions $20,664
Grant and special event income $176,683
Campaign contributions $1,135,964
Total Income $1,329,194

Programs: 88% Fundraising: 7% Administrative: 5%

Total Income $1,329,194
Total expenses: $1,312,211
  Program expenses $1,156,622
  Fundraising expenses $87,987
  Administrative expenses $67,602
  Other expenses $0
Income in Excess of Expenses $16,983
Beginning Net Assets $463,845
Other Changes In Net Assets $0
Ending Net Assets $480,828
Total Liabilities $1,098,763
Total Assets $1,579,591

Note: According to United Way SLOC’s audited financial statements for the year ended June 30, 2022, the organization received in-kind contributions of $20,664 in supplies.

An organization may change its practices at any time without notice. A copy of this report has been shared with the organization prior to publication. It is not intended to recommend or deprecate, and is furnished solely to assist you in exercising your own judgment. If the report is about a charity and states the charity meets or does not meet the Standards for Charity Accountability, it reflects the results of an evaluation of information and materials provided voluntarily by the charity. The name Better Business Bureau is a registered service mark of the International Association of Better Business Bureaus.

This report is not to be used for fundraising or promotional purposes.

RELATED CONTENT

Report completed by:
BBB Wise Giving Alliance