SAN LUIS OBISPO COUNTY EMPLOYEES' … - 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

1947

Legal Domicile

Principal Officer

NATE LARSEN

Phone

8055432021

Tax Period

2024-01-01 to 2024-12-31

SAN LUIS OBISPO COUNTY EMPLOYEES' ASSOCIATION, founded in 1947, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $258K, a strong 21% operating margin.

Mission

THE ORGANIZATION'S MISSION IS TO HAVE REPRESENTATION OF COUNTY EMPLOYEES REGARDING LABOR RELATED ISSUES.

Program Service Accomplishments

Program 1

THE ORGANIZATION REPRESENTS PUBLIC EMPLOYEES REGARDING LABOR RELATED ISSUES. THE ORGANIZATION PROVIDED A TOTAL OF 2,200 CONSULTATIONS ACROSS 25 DEPARTMENTS OR AGENCIES, INCLUDING 1,581 CASE CONSULTS, AND SUCCESSFULLY RESOLVED AND CLOSED 100 MEMBER CASES. SLOCEA PARTICIPATED IN COLLECTIVE BARGAINING AND NEGOTIATED SUCCESSOR MEMORANDA OF UNDERSTANDING FOR EMPLOYEES IN 2 REPRESENTED UNITS WITHIN THE COUNTY OF SAN LUIS OBISPO.

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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 $1,180,390

Program Service Revenue $0

Investment Income $9,738

Other Revenue $14,819

TOTAL REVENUE $1,204,947

Expense Breakdown

Grants Paid $60,960

Salaries & Benefits $524,414

Fundraising Expenses $0

Other Expenses $361,726

TOTAL EXPENSES $947,100

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,204,947	$977,266	+0.2%
Expenses	$947,100	$837,972	+0.1%
Net Income	$257,847	$139,294	+0.9%

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

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

$162,189

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NATE LARSEN	PRESIDENT	2.00	Officer Director	$0	$0	$0
NORMA DOMINGO	VICE PRESIDENT (SEE SCH. O)	0.50	Officer Director	$0	$0	$0
TERESA COLLINS	SECRETARY/TREASURER	0.50	Officer Director	$0	$0	$0
JEANNETTE SAENZ	DIRECTOR (FROM 05/2024)	0.50	Director	$0	$0	$0
MARK MCCULLOUGH	DIRECTOR	0.50	Director	$0	$0	$0
KELLY MICHEAL	DIRECTOR (TO 11/2024)	0.50	Director	$0	$0	$0
ANGELA MCCORMICKGARCIA	DIRECTOR (TO 10/2024)	0.50	Director	$0	$0	$0
KATYA GOODMAN	DIRECTOR (FROM 1/2024)	0.50	Director	$0	$0	$0
TIM FAES	DIRECTOR	0.50	Director	$0	$0	$0
ROBERT ST CYR	DIRECTOR	0.50	Director	$0	$0	$0
MICHELLE LOWE	DIRECTOR (TO 06/2024)	0.50	Director	$0	$0	$0
KATHLEEN CURTIS AMES	DIRECTOR	0.50	Director	$0	$0	$0
CAROL GILMER	DIRECTOR	0.50	Director	$0	$0	$0
ARLENE HERNANDEZ-TAPIA	DIRECTOR	0.50	Director	$0	$0	$0
RYAN BARNEY	DIRECTOR (FROM 06/2024)	0.50	Director	$0	$0	$0
EMILY LANDIS	EXECUTIVE DIRECTOR	40.00	Officer	$135,500	$26,689	$162,189
THERESA SCHULTZ	SENIOR LABOR REPRESENTATIVE	40.00	Highest	$129,140	$42,371	$171,511

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	$1,204,947	$947,100	$1,760,647	$257,847
2023	$977,266	$837,972	$1,485,826	$139,294
2022	$753,500	$796,716	$1,318,813	$-43,216
2021	$833,044	$684,483	$1,448,144	$148,561
2020	$830,373	$732,343	$1,298,261	$98,030
2019	$782,986	$675,536	$1,163,751	$107,450
2018	$814,407	$671,187	$991,355	$143,220

SAN LUIS OBISPO COUNTY EMPLOYEES' ASSOCIATION