United Way of Slo County
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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.3M
-6.5% YoY
Annual Giving
$663K
+4.6% YoY
Grant Count
40
+5.3% YoY
Avg Grant Size
$17K
-0.7% YoY
About United Way of Slo County
Based on IRS filings
United Way of Slo County is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in SAN LUIS OBISPO, CA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 40 grants totaling $663K. Net investment income was $15K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2021 |
|---|---|---|---|
| Total Assets | $1,344,990 | $1,438,870 | $760,754 |
| Revenue | $1,525,296 | $1,300,267 | $1,397,173 |
| Expenses | $1,693,329 | $1,445,176 | $1,317,816 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $14,956 | $9,160 | $16,920 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
78 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Care ($60,000), Afs-usa Inc Attn Tara Hofmann Presidentceo ($50,000), Us Fund for Unicef Fbo Bridge Fund ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ACUMEN FUND INC NEW YORK, NY | UNRESTRICTED | $20,000 |
| AFRICAN WILDLIFE FOUNDATION WASHINGTON, DC | UNRESTRICTED | $20,000 |
| AFS-USA INC ATTN TARA HOFMANN PRESIDENTCEO NEW YORK, NY | UNRESTRICTED | $50,000 |
| AISES BUSINESS DEVELOPMENT OFFICE ALBUQUERQUE, NM | UNRESTRICTED | $15,000 |
| AMERICAN FRIENDS SERVICE COMMITTEE PHILADELPHIA, PA | UNRESTRICTED | $15,000 |
| ASHOKA ARLINGTON, VA | UNRESTRICTED | $15,000 |
| CAL POLY STATE UNIVERSITY FOUNDATION FBO BIO MED ENGR HANNAH-FORBES FUND SAN LUIS OBISPO, CA | UNRESTRICTED | $10,000 |
| CAL POLY STATE UNIVERSITY FOUNDATION FBO CAL POLY SOCIETY OF WOMEN ENGINE SAN LUIS OBISPO, CA | UNRESTRICTED | $10,000 |
| CAL POLY STATE UNIVERSITY FOUNDATION FBO DEAN OF ENGINEERING DISCRETIONARY SAN LUIS OBISPO, CA | UNRESTRICTED | $10,000 |
| CAL POLY STATE UNIVERSITY FOUNDATION FBO INNOVATION & ENTREPRENEURSHIP SAN LUIS OBISPO, CA | UNRESTRICTED | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TRISH AVERY CALDWELL | CHAIR | 1 | — |
| NATASHA MERCURIO | SECRETARY | 1 | — |
| MICHAEL HICKS | TREASURER | 1 | — |
| CLIFF STEPP | VICE CHAIR | 1 | — |
| JENNIFER CUSACK | DIRECTOR | 1 | — |
| JEFF HAMM | DIRECTOR | 1 | — |
| NICHOLAS DREWS | DIRECTOR | 1 | — |
| CHRISTY MULKERIN | DIRECTOR | 1 | — |
| CARLESHA HARRIS | DIRECTOR | 1 | — |
| ZOE ELLIOT | DIRECTOR | 1 | — |
| DOUG YEISER | INTERIM CEO | 40 | $81,459 |
| LIZ SUMMER | INTERIM CFO | 40 | $1,750 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is United Way of Slo County?
United Way of Slo County is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in SAN LUIS OBISPO, CA. It holds $1.3M in total assets as of 2024.
How large is United Way of Slo County?
As of 2024, United Way of Slo County holds $1.3M in total assets with $1.5M in annual revenue. It awarded 40 grants totaling $663K in 2024.
Where does United Way of Slo County operate?
United Way of Slo County has awarded grants in Arizona, California, District of Columbia, Hawaii, Massachusetts, Maryland, Montana, North Carolina, New Mexico, New York, Pennsylvania, Virginia.
What size grants does United Way of Slo County award?
In 2024, United Way of Slo County awarded 40 grants totaling $663K — an average of about $17K per grant, based on its IRS Form 990 filings.
What is United Way of Slo County's EIN?
United Way of Slo County's EIN (Employer Identification Number) is 95-3459538. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in United Way of Slo County's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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