Civic Intelligence

Sloca Thrift Store LLC DBA Fred and Betty'S

990 • Fiscal year 2018 • EIN 35-2485956

Jul 01, 2017 to Jun 30, 2018 • Filed on May 14, 2019

Organization ProfileWWW.SLOCLASSICALACADEMY.COM
165 Grand AveSan Luis Obispo, CA 93405

(805) 548-8700

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

82nd percentile

0.17x

Higher debt load relative to assets than 82% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

36th percentile

-1.6%

Higher net margin than 36% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

98th percentile

$93,001

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 23.6% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

37th percentile

-4.5%

Faster asset growth than 37% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$49,481

Down $4,739 (-8.7%) from 2016

Net Assets

Down

$41,226

Down $6,407 (-13%) from 2016

Liabilities

Up

$8,255

Up $1,668 (+25%) from 2016

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin36th percentile

Revenue

Up

$393,946

Up $75,085 (+24%) from 2016

Expenses

Up

$400,353

Up $140,428 (+54%) from 2016

Net Income

Down

-$6,407

Down $65,343 (-111%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0-$20KAssets 2016: $54,220Liabilities 2016: $6,587Net Assets 2016: $47,6332016Assets 2018: $49,481Liabilities 2018: $8,255Net Assets 2018: $41,2262018Assets 2019: $25,908Liabilities 2019: $7,497Net Assets 2019: $18,4112019Assets 2020: $3,068Liabilities 2020: $5,257Net Assets 2020: -$2,1892020Assets 2021: $9,660Liabilities 2021: $12,473Net Assets 2021: -$2,8132021Assets 2022: $2,344Liabilities 2022: $3,886Net Assets 2022: -$1,5422022Assets 2023: $63,664Liabilities 2023: $4,273Net Assets 2023: $59,3912023Assets 2024: $61,265Liabilities 2024: $1,855Net Assets 2024: $59,4102024

Highlighted filing

2018

Assets$49,481
Liabilities$8,255
Net Assets$41,226
Open 2018 Filing

Operations Trend

Revenue Growth64th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2016: $318,861Expenses 2016: $259,925Net Income 2016: $58,9362016Revenue 2018: $393,946Expenses 2018: $400,353Net Income 2018: -$6,4072018Revenue 2019: $367,575Expenses 2019: $390,390Net Income 2019: -$22,8152019Revenue 2020: $244,056Expenses 2020: $264,656Net Income 2020: -$20,6002020Revenue 2021: $237,359Expenses 2021: $237,983Net Income 2021: -$6242021Revenue 2022: $376,394Expenses 2022: $375,123Net Income 2022: $1,2712022Revenue 2023: $446,816Expenses 2023: $385,883Net Income 2023: $60,9332023Revenue 2024: $387,316Expenses 2024: $387,297Net Income 2024: $192024

Highlighted filing

2018

Revenue$393,946
Expenses$400,353
Net Income-$6,407
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 14, 2019
Return Version
2017v2.3
Gross Receipts
$400,973
Mission and Program Overview

Mission

To support the san luis obispo classical academy.

A supporting organization of the san luis obispo classical academy, an exempt organization unter r&tc section 23701d.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$47,556$44,636▼ $2,920
Land, Buildings, and Equipment, Net$0$4,845▲ $4,845
Total Assets$47,556$49,481▲ $1,925
Liabilities
Accounts Payable and Accrued Expenses$-77$8,255▲ $8,332
Total Liabilities$-77$8,255▲ $8,332
Net Assets / Fund Balance
Unrestricted Net Assets$47,633$41,226▼ $6,407
Total Net Assets Fund Balance$47,633$41,226▼ $6,407
Total Liabilities and Net Assets / Fund Balance$47,556$49,481▲ $1,925

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,845$855$5,700
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleOtherTotal
Susan TheulePresident$93,001$93,001
Michelle LeaTreasurer$35,277$35,277

Board Members and Trustees

NameTitle
Charles SmithDirector
Dan DowDirector
Hilary GravesDirector
Jill TalleyDirector
Ken MooreDirector
Nick ThilleDirector
Robert CampbellDirector
Sandee BeckersDirector
Tim RondaDirector
Rebecca BaerDirector/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$5,811
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$388,135
All Other Contributions
$5,811
Change in Net Assets
$-6,407
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$280,353
Grants and Similar Amounts Paid$120,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$188,848--$188,848
Grants to Domestic Orgs$120,000--$120,000
Occupancy$76,105--$76,105
Travel$3,448--$3,448
Office Expenses$2,643--$2,643
Fees for Services Accounting$1,615--$1,615
Information Technology$1,239--$1,239
Depreciation Depletion$855--$855
Other Expenses$142--$142
Total Functional Expenses$400,353$0$0$400,353
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Luis Obispo Classical AcademySan Luis Obispo, CA-To Support School Operations$120,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The 990 is reviewed and approved by the president prior to submission.”

Form 990, Part VI, Section B, Line 12C

“Sloca thrift store, llc has a governance committee and the executive committee that deal with possible conflict situations, depending on the issue.”

Form 990, Part VI, Section C, Line 19

“Sloca thrift store, llc dba fred and betty's makes its governing documents and financial statements available by request.”

Filing and Contact Details

Filer

Filer Name
Sloca Thrift Store
EIN
35-2485956
Phone
8055488700
Address
165 GRAND AVE, SAN LUIS OBISPO, CA 93405

Signing Officer

Name
Susan Theule
Title
President
Phone
8055488700
Signed
2019-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Theule
Formed
2013
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Glenn Burdette
Address
1150 PALM STREET, SAN LUIS OBISPO, CA 93401
Preparer
Sherri Y Parkinson CPA
Phone
8055441441
Supplemental Narrative

Additional Explanations

FORM 990, PART V, LINE 2A-2B:

“All sloca thrift store, llc labor was contracted through san luis obispo classical academy. The san luis obispo classical academy filed all required federal employment tax returns.”

Financial Statement Notes

PART X, LINE 2:

“Income taxes topic of fasb accounting standards codification requires, among other things, the recognition and measurement of tax positions based on a "more likely than not" (likelihood greater than 50%) approach. As of june 30, 2018, management has considered its tax positions and believes that the organization did not maintain any tax positions that did not meet the "more likely than not" threshold. The organization does not expect any material change through june 30, 2019. However, tax returns remain subject to examination by the internal revenue service for fiscal years ending on or after june 30, 2015 and by the california franchise tax board for fiscal years ending on or after june 30, 2014.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0203131883
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0303828
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SAN LUIS OBISPO CLASSICAL ACADEMY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0303828
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt04845
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0855
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05700
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INCOME TAXES TOPIC OF FASB ACCOUNTING STANDARDS CODIFICATION REQUIRES, AMONG OTHER THINGS, THE RECOGNITION AND MEASUREMENT OF TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" (LIKELIHOOD GREATER THAN 50%) APPROACH. AS OF JUNE 30, 2018, MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT THE ORGANIZATION DID NOT MAINTAIN ANY TAX POSITIONS THAT DID NOT MEET THE "MORE LIKELY THAN NOT" THRESHOLD. THE ORGANIZATION DOES NOT EXPECT ANY MATERIAL CHANGE THROUGH JUNE 30, 2019. HOWEVER, TAX RETURNS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2015 AND BY THE CALIFORNIA FRANCHISE TAX BOARD FOR FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04845
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0120000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT SCHOOL OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SAN LUIS OBISPO CLASSICAL ACADEMY
IRS990ScheduleI/RecipientTable/RecipientEIN0203131883
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0165 GRAND AVENEU
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN LUIS OBISPO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093405
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL SLOCA THRIFT STORE, LLC LABOR WAS CONTRACTED THROUGH SAN LUIS OBISPO CLASSICAL ACADEMY. THE SAN LUIS OBISPO CLASSICAL ACADEMY FILED ALL REQUIRED FEDERAL EMPLOYMENT TAX RETURNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED AND APPROVED BY THE PRESIDENT PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SLOCA THRIFT STORE, LLC HAS A GOVERNANCE COMMITTEE AND THE EXECUTIVE COMMITTEE THAT DEAL WITH POSSIBLE CONFLICT SITUATIONS, DEPENDING ON THE ISSUE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SLOCA THRIFT STORE, LLC DBA FRED AND BETTY'S MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE BY REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 2A-2B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SAN LUIS OBISPO CLASSICAL ACADEMY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0203131883
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDES A CLASSICAL EDUCATION MODEL TO THE COMMUNITIES WITHIN SLO COUNTY.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(B)(1) (A)(VI)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0165 GRAND AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN LUIS OBISPO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd093405
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0120000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1188848
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SAN LUIS OBISPO CLASSICAL ACADEMY
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1SAN LUIS OBISPO CLASSICAL ACADEMY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt047556
IRS990/TotalAssetsEOYAmt049481
IRS990/TotalAssetsGrp/BOYAmt047556
IRS990/TotalAssetsGrp/EOYAmt049481
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05811
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0400353
IRS990/TotalFunctionalExpensesGrp/TotalAmt0400353
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0-77
IRS990/TotalLiabilitiesEOYAmt08255
IRS990/TotalLiabilitiesGrp/BOYAmt0-77
IRS990/TotalLiabilitiesGrp/EOYAmt08255
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt047633
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt041226
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0400353
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0388135
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0393946
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt047556
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt049481
IRS990/TotReportableCompRltdOrgAmt0128278
IRS990/TravelGrp/ProgramServicesAmt03448
IRS990/TravelGrp/TotalAmt03448
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt047633

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,481
Liabilities
$8,255
Net assets
$41,226
Revenue
$393,946
Expenses
$400,353
Net income
-$6,407
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.61$0.02$0.59$3.87$3.87$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.64$0.04$0.59$4.47$3.86$0.61
2022Detailed filing. Detailed filing data is available for this year.$0.02$0.04$0.02$3.76$3.75$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.10$0.12$0.03$2.37$2.38$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.03$0.05$0.02$2.44$2.65$0.21
2019Detailed filing. Detailed filing data is available for this year.$0.26$0.07$0.18$3.68$3.90$0.23
2018Detailed filing. Detailed filing data is available for this year.$0.49$0.08$0.41$3.94$4.00$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.54$0.07$0.48$3.19$2.60$0.59