UNITED WAY OF SLO COUNTY (EIN 953459538) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1958

Legal Domicile

Principal Officer

CARLESHA HARRIS

Phone

8055411234

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF SLO COUNTY, founded in 1958, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $344K in total revenue in fiscal year 2024. Revenue fell 77% from the prior year — a significant decline worth monitoring. Expenses of $516K exceeded revenue, resulting in a 50% operating deficit.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $379,017

Program Service Revenue $0

Investment Income $12,558

Other Revenue $-47,409

TOTAL REVENUE $344,166

Expense Breakdown

Grants Paid $0

Salaries & Benefits $183,850

Fundraising Expenses $52,300

Program Expenses $251,990

Other Expenses $332,326

TOTAL EXPENSES $516,176

Year-over-Year Comparison

	2024	2023	Change
Revenue	$344,166	$1,525,296	-0.8%
Expenses	$516,176	$1,693,329	-0.7%
Net Income	$-172,010	$-168,033	+0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

135

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$110,151

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARLESHA HARRIS	CHAIR	1.00	Officer Director	$0	$0	$0
NICHOLAS DREWS	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHAEL HICKS	TREASURER	1.00	Officer Director	$0	$0	$0
CURTIS ABRAM	DIRECTOR	1.00	Director	$0	$0	$0
JACK LAHEY	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK MALLON	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTY MULKERIN	DIRECTOR	1.00	Director	$0	$0	$0
MILLER NEWLON	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN SCHEER AOKI	DIRECTOR	1.00	Director	$0	$0	$0
BERENICE GUADARRAMA	DIRECTOR	1.00	Director	$0	$0	$0
LIZ SUMMER	CEO/INTERIM COO	40.00	Officer	$60,579	$0	$60,579
DOUG YEISER	INTERIM CEO	40.00	Officer	$49,572	$0	$49,572

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$344,166	$516,176	$1,139,124	$-172,010
2024	$1,525,296	$1,693,329	$1,344,990	$-168,033
2023	$1,300,267	$1,445,176	$1,438,870	$-144,909
2021	$1,397,173	$1,317,816	$760,754	$79,357
2019	$1,304,385	$1,340,312	$612,714	$-35,927

UNITED WAY OF SLO COUNTY