SLOCA THRIFT STORE LLC DBA FRED AND BETTY'S (EIN 352485956) - 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

2013

Legal Domicile

Principal Officer

SUSAN THEULE

Phone

8055488700

Tax Period

2024-07-01 to 2025-06-30

SLOCA THRIFT STORE LLC DBA FRED AND BETTY'S, founded in 2013, is a small nonprofit in the Education sector that reported $409K in total revenue in fiscal year 2024. Expenses of $350K left a modest 14% surplus.

Mission

A SUPPORTING ORGANIZATION OF THE SAN LUIS OBISPO CLASSICAL ACADEMY, AN EXEMPT ORGANIZATION UNTER R&TC SECTION 23701D.

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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 $417,715

Program Service Revenue $0

Investment Income $0

Other Revenue $-8,680

TOTAL REVENUE $409,035

Expense Breakdown

Grants Paid $98,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $267,140

Other Expenses $251,976

TOTAL EXPENSES $349,976

Year-over-Year Comparison

	2024	2023	Change
Revenue	$409,035	$387,316	+0.1%
Expenses	$349,976	$387,297	-0.1%
Net Income	$59,059	$19	+3107.4%

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

$219,668

Total Directors

$138,202

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN THEULE	PRESIDENT	1.00	Officer Director	$0	$1,368	$138,202
JILL TALLEY	SECRETARY	0.50	Officer Director	$0	$0	$0
SANDEE BECKERS	DIRECTOR - PART YEAR	0.50	Director	$0	$0	$0
STEVE ENGLISH	DIRECTOR	1.00	Director	$0	$0	$0
BRENDA ENNEY	DIRECTOR - PART YEAR	1.00	Director	$0	$0	$0
KENNETH MOORE	DIRECTOR	1.00	Director	$0	$0	$0
MARK OLSON	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER PIERCE	DIRECTOR	1.00	Director	$0	$0	$0
TIM RONDA	DIRECTOR	1.00	Director	$0	$0	$0
JOSH TANG	DIRECTOR	1.00	Director	$0	$0	$0
MIRANDA MARTINEZ	TREASURER	1.00	Officer	$0	$0	$81,466

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	$409,035	$349,976	$120,851	$59,059
2024	$387,316	$387,297	$61,265	$19
2023	$446,816	$385,883	$63,664	$60,933
2022	$376,394	$375,123	$2,344	$1,271
2021	$237,359	$237,983	$9,660	$-624
2020	$244,056	$264,656	$3,068	$-20,600
2019	$367,575	$390,390	$25,908	$-22,815
2018	$393,946	$400,353	$49,481	$-6,407

SLOCA THRIFT STORE LLC DBA FRED AND BETTY'S