SAN LUIS OBISPO COMMUNITY LEADERSH… - Form 990 Financial Data

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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

1996

Legal Domicile

Phone

8057812777

Tax Period

2020-01-01 to 2020-12-31

SAN LUIS OBISPO COMMUNITY LEADERSHIP FOUNDATION, founded in 1996, is a small nonprofit in the Community Improvement sector that reported $126K in total revenue in fiscal year 2020. Net assets of $326K represent 31 months of operating reserves.

Mission

WE ARE A DIVERSE CORPS OF LEADERS ADVANCING THE EDUCATIONAL, CULTURAL, HEALTH AND ECONOMIC INTERESTS OF SLO COUNTY CITIZENS.

Program Service Accomplishments

Program 1

Expenses: $67,600 Revenue: $71,818

1) CHAMBER CONTRACT - UNDER ITS CONTRACT WITH THE SAN LUIS OBISPO CHAMBER OF COMMERCE LEADERSHIP SLO WAS ABLE TO EXPAND ITS REACH INTO THE COUNTY, ATTRACTING A DIVERSE APPLICANT POOL AND SUBSEQUENT CLASS THAT REPRESENTED RESIDENTS OF 5 CITIES AND 4 UNINCORPORATED REGIONS OF SLO COUNTY. ADDITIONALLY THE CLASS WAS COMPRISED OF INDUSTRY SECTORS THAT INCLUDED: PRIVATE, AGRICULTURE, EDUCATION, NON-PROFIT, PUBLIC AND SELF-DESCRIBED STAY-AT-HOME PARENTS.

Program 2

Expenses: $28,208

2) RETREAT & DAY CLASS EXPENSES - THE 3-DAY, OFF-SITE RETREAT EACH YEAR TRANSFORMS 36 INDIVIDUALS INTO A UNIQUELY CONNECTED GROUP EQUIPPED WITH TEAM BUILDING SKILLS, CONFLICT RESOLUTION TOOLS AND A HIGH TRUST FACTOR THAT PREPARES THEM FOR THE MYRIAD COMMUNITY ISSUES PRESENTED IN THE SINGLE-SUBJECT DAY SESSIONS THAT FOLLOW. EACH OF THE DAY SESSIONS ADDRESS ONE CRITICAL SEGMENT OF THE COMMUNITY: HEALTH, JUSTICE, MEDIA, EDUCATION, ARTS, GOVERNMENT, BUSINESS DEVELOPMENT, SUSTAINABILITY, AGRICULTURE AND MANUFACTURING. AN EXPERT FROM THE FIELD IS INVITED TO CREATE AN 8-HOUR AGENDA COMPRISED OF TIMELY TOPICS AND SPEAKERS ON THE DAY SESSION THEME IN ORDER TO EDUCATE AND ENGAGE CLASS MEMBERS ON PEOPLE AND ISSUES SHAPING SAN LUIS OBISPO COUNTY. THE L25 ANNIVERSARY FUND ENSURES THAT DIVERSE VOICES ARE WELCOMED TO LEADERSHIP SLO EVERY YEAR THROUGH AFFORDABLE TUITION AND AVAILABLE SCHOLARSHIPS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $29,969

Program Service Revenue $71,818

Investment Income $11,301

Other Revenue $13,277

TOTAL REVENUE $126,365

Expense Breakdown

Grants Paid $13,010

Salaries & Benefits $0

Fundraising Expenses $70

Program Expenses $95,808

Other Expenses $123,327

TOTAL EXPENSES $136,337

Year-over-Year Comparison

	2020	2019	Change
Revenue	$126,365	$125,343	+0.0%
Expenses	$136,337	$137,783	0.0%
Net Income	$-9,972	$-12,440	-0.2%

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
BRANDON DOWNING	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
TOMMY GONG	SECRETARY	1.00	Officer Director	$0	$0	$0
BRANDEN WELSHONS	CHIEF FINANCIAL OFFICER	1.50	Officer Director	$0	$0	$0
ANDREA CHAVEZ	MEMBER	0.50	Director	$0	$0	$0
SKYE CHRISTAKOS	MEMBER	0.50	Director	$0	$0	$0
JIM DANTONA	MEMBER	0.50	Director	$0	$0	$0
BRYAN IDLER	MEMBER	0.50	Director	$0	$0	$0
CHRISTINE JOHNSON	MEMBER	0.50	Director	$0	$0	$0
ANDRENE KAIWI	MEMBER	0.50	Director	$0	$0	$0
DANA MATTESON	MEMBER	0.50	Director	$0	$0	$0
DEANNA RICHARDS	MEMBER	0.50	Director	$0	$0	$0
JESSICA STEELY	MEMBER	0.50	Director	$0	$0	$0
SHAY STEWART	MEMBER	0.50	Director	$0	$0	$0
HILLARY TROUT	MEMBER	0.50	Director	$0	$0	$0
RON YUKELSON	MEMBER	0.70	Director	$0	$0	$0
DAN RIVOIRE	EXECUTIVE DIRECTOR	32.00	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
2020	$126,365	$136,337	$342,973	$-9,972
2019	$125,343	$137,783	$390,262	$-12,440
2018	$140,077	$127,201	$346,053	$12,876

SAN LUIS OBISPO COMMUNITY LEADERSHIP FOUNDATION