United Way of San Luis Obispo County
Public records show a registered, tax-exempt organization in good standing.
Points to look into
- Only 49% of its spending went to programs.
These come from the organization's own tax return. There may be a good explanation; ask the charity.
What it says it does
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.
- Income
- $344,166
- Spending
- $516,176
- Spent on programs
- 49%
- Reserves
- 3.4 months of spending
- Largest source of income
- donations and private grants, 98%
- Employees
- 15
- Volunteers
- 135
- Highest pay
- $60,579, ceo/interim coo
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Weak: 22 out of 100. Higher than 1% of charities in its peer group (philanthropy, $250k to $1m).
Reserves
20 of 35Spendable reserves would cover 3.4 months of spending.
Debt
2 of 20It owes 87% of what it owns.
Living within its means
0 of 15Spending exceeded income by 50% of income.
Income trend
0 of 15Income fell 77% on the year before.
Spending floor
0 of 1549% of spending went to programs and raising each dollar of donations cost 14 cents.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Strong: 100 out of 100. Higher than 92% of charities in its peer group (philanthropy, $250k to $1m).
Independent board
25 of 2510 of 10 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
Pay set independently
5 of 5Sets its chief executive's pay through independent review and comparison.
Independent check of accounts
15 of 15Its accounts were audited by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (2)
- $148,778 spent. GROSS FUNDS AWARDED/ALLOCATED TO AGENCIES TO SUPPORT VARIOUS NON PROFITS.
- $103,212 spent. 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.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending June 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since September 1980.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.