SAN LUIS OBISPO COMMUNITY LEADERSHIP FOUNDATION

EIN: 770417076 501(c)(3) Community Improvement

SAN LUIS OBISPO, CA

Total Revenue
$126,365
Total Expenses
$136,337
Total Assets
$342,973
Net Assets
$325,639
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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
CA
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 ANDECONOMIC INTERESTS OF SLO COUNTY CITIZENS. WE WILL:1. DEVELOP AND MAINTAIN A DIVERSE CORPS OF LEADERS WITH DYNAMIC AND INNOVATIVE VISIONS OF THE FUTURE.2. INFORM, CHALLENGE, INSPIRE AND MOTIVATE LEADERS TO ENHANCE THEIR EFFECTIVENESS.3. PROVIDE AN OPEN FORUM FOR RELATIONSHIPS BETWEEN CORPORATE, CULTURAL,EDUCATIONAL, AGRICULTURAL, NON PROFIT, ENVIRONMENTAL AND POLITICAL LEADERS.4. SERVE AS A VEHICLE FOR RESEARCH, PLANNING AND COMMUNITY INFORMATION.5. ENCOURAGE AND GUIDE LEADERSHIP SLO GRADUATES TO REMAIN ENGAGED INLEADERSHIP SLO FOR THE LONG TERM.

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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%)

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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

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Governance

Voting Members
15
Independent Members
15
Employees
N/A
Volunteers
50

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
4
$0
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
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
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