SAN LUIS OBISPO SWORN DEPUTY ASSOC (EIN 352418450) - 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

2011

Legal Domicile

Principal Officer

BRIAN GEREMIA

Phone

8055506931

Tax Period

2023-01-01 to 2023-12-31

SAN LUIS OBISPO SWORN DEPUTY ASSOC, founded in 2011, is a small nonprofit in the Employment sector that reported $234K in total revenue in fiscal year 2023. The organization ran a surplus of $37K, a strong 16% operating margin.

Mission

MISSION IS TO REPRESENT ITS MEMBERS IN THEIR EMPLOYMENT RELATIONS WITH THE COUNTY, TO ENDEAVOR TO OBTAIN IMPROVED COMPENSATION AND WORKING CONDITIONS FOR ITS MEMBERS, AND TO PROVIDE FOR THE GENERAL WELFARE OF ITS MEMBERS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $232,500

Program Service Revenue $0

Investment Income $1,353

Other Revenue $0

TOTAL REVENUE $233,853

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $196,411

TOTAL EXPENSES $196,411

Year-over-Year Comparison

	2023	2022	Change
Revenue	$233,853	$241,791	0.0%
Expenses	$196,411	$202,162	0.0%
Net Income	$37,442	$39,629	-0.1%

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

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA MONTALVO	SGT AT ARMS	2.00	Director	$0	$0	$0
BRIAN GEREMIA	Treasurer	3.00	Director	$0	$0	$0
JAMES BARNARD	Secretary	2.00	Officer	$0	$0	$0
ROBERT DEGNAN	Vice President	3.00	Officer	$0	$0	$0
MITCH FESSLER	President	3.00	Officer	$0	$0	$0

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
2024	No data	No data	No data	No data
2023	$233,853	$196,411	$544,196	$37,442
2022	$241,791	$202,162	$506,755	$39,629
2021	$251,544	$180,293	$467,125	$71,251
2020	$249,392	$185,905	$395,874	$63,487
2019	$241,671	$175,143	$332,388	$66,528
2018	$214,683	$172,531	$265,860	$42,152

SAN LUIS OBISPO SWORN DEPUTY ASSOC