Civic Intelligence

San Luis Obispo County Bar Association

EIN 77-0228620 • 501(c)6 • San Luis Obispo, CA

Profile

Improving the administration of justice, promoting better understanding by the public of legal matters and serving the general welfare of the people of san luis obispo county, including the members of the legal profession.

PO Box 585San Luis Obispo, CA 93406

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

86th percentile

0.33x

Higher debt load relative to assets than 86% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.21x

Higher debt load relative to revenue than 85% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

63rd percentile

7.0%

Higher net margin than 63% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

92nd percentile

$66,600

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 33.7% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

93rd percentile

60%

Faster asset growth than 93% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

45%

Faster revenue growth than 89% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$79,340

Down $28,722 (-27%) from 2022

Liabilities

Up

$8,269

Up $1,401 (+20%) from 2022

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Down

$136,268

Down $6,529 (-4.6%) from 2022

Expenses

Up

$166,392

Up $6,782 (+4.2%) from 2022

Net Income

Down

-$30,124

Down $13,311 (-79%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $51,370Liabilities 2011: $808Net Assets 2011: $50,5622011Assets 2012: $54,269Liabilities 2012: $916Net Assets 2012: $53,3532012Assets 2013: $52,973Liabilities 2013: $1,109Net Assets 2013: $51,8642013Assets 2014: $62,947Liabilities 2014: $1,428Net Assets 2014: $61,5192014Assets 2015: $72,814Liabilities 2015: $5,962Net Assets 2015: $66,8522015Assets 2016: $76,301Liabilities 2016: $3,577Net Assets 2016: $72,7242016Assets 2017: $87,156Liabilities 2017: $3,082Net Assets 2017: $84,0742017Assets 2018: $94,170Liabilities 2018: $1,353Net Assets 2018: $92,8172018Assets 2019: $90,484Liabilities 2019: $4,754Net Assets 2019: $85,7302019Assets 2020: $94,304Liabilities 2020: $15,365Net Assets 2020: $78,9392020Assets 2021: $122,342Liabilities 2021: $4,331Net Assets 2021: $118,0112021Assets 2022: $108,062Liabilities 2022: $6,868Net Assets 2022: $101,1942022Assets 2023: $79,340Liabilities 2023: $8,2692023

Highlighted filing

2023

Assets$79,340
Liabilities$8,269
Net Assets-

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2011: $119,303Expenses 2011: $120,353Net Income 2011: -$1,0502011Revenue 2012: $126,510Expenses 2012: $123,719Net Income 2012: $2,7912012Revenue 2013: $122,985Expenses 2013: $124,474Net Income 2013: -$1,4892013Revenue 2014: $134,937Expenses 2014: $125,282Net Income 2014: $9,6552014Revenue 2015: $121,978Expenses 2015: $116,645Net Income 2015: $5,3332015Revenue 2016: $131,295Expenses 2016: $125,423Net Income 2016: $5,8722016Revenue 2017: $148,129Expenses 2017: $136,779Net Income 2017: $11,3502017Revenue 2018: $163,869Expenses 2018: $155,126Net Income 2018: $8,7432018Revenue 2019: $112,520Expenses 2019: $119,607Net Income 2019: -$7,0872019Revenue 2020: $120,939Expenses 2020: $127,730Net Income 2020: -$6,7912020Revenue 2021: $172,852Expenses 2021: $133,782Net Income 2021: $39,0702021Revenue 2022: $142,797Expenses 2022: $159,610Net Income 2022: -$16,8132022Revenue 2023: $136,268Expenses 2023: $166,392Net Income 2023: -$30,1242023

Highlighted filing

2023

Revenue$136,268
Expenses$166,392
Net Income-$30,124

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.79$0.08$1.36$1.66$0.30
2022Detailed filing. Detailed filing data is available for this year.$1.08$0.07$1.01$1.43$1.60$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.04$1.18$1.73$1.34$0.39
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.15$0.79$1.21$1.28$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.05$0.86$1.13$1.20$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.01$0.93$1.64$1.55$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.03$0.84$1.48$1.37$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.76$0.04$0.73$1.31$1.25$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.73$0.06$0.67$1.22$1.17$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.63$0.01$0.62$1.35$1.25$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.53$0.01$0.52$1.23$1.24$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.01$0.53$1.27$1.24$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.01$0.51$1.19$1.20$0.01
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$168,792
Mission and Program Overview

Mission

Improving the administration of justice, promoting better understanding by the public of legal matters and serving the general welfare of the people of san luis obispo county, including the members of the legal profession.

Program Services

DescriptionGrantsExpenses
IMPROVING THE ADMINISTRATION OF JUSTICE, PROMOTING BETTER UNDERSTANDING BY THE PUBLIC OF LEGAL MATTERS AND SERVING THE GENERAL WELFARE OF THE PEOPLE OF SAN LUIS OBISPO COUNTY, INCLUDING THE MEMBERS OF THE LEGAL PROFESSION.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOE BENSONPast President-$0--
NICOLE NORRISTreasurer-$0--
ERIN CHILDSDirector-$0--
GREG GILLETTVice President-$0--
JON ANSOLABEHEREDirector-$0--
JOHN HOSFORDDirector-$0--
TARA JOCOBIDirector-$0--
ELIZABETH CULLEYDirector-$0--
MATTHEW GUERRERODirector-$0--
ALLEN HUTKINDirector-$0--
LESTER PAREDESDirector-$0--
KARA STEIN-CONAWAYPresident-$0--
LISA TOKEDirector-$0--
MELISSA CHABRADirector-$0--
LISA SPEROWDirector-$0--
KERRIN HOVARTERDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bar Mcle Program$16,626$16,626$8,197$8,429
Bar Non Mcle Program$16,243$16,243$17,798$-1,555
Total Events$32,869$32,869$25,995$6,874
Filing and Contact Details

Filer

Filer Name
San Luis Obispo County Bar Association
EIN
77-0228620
Phone
8055415930
Address
PO Box 585, San Luis Obispo, CA 93406

Signing Officer

Name
Greg Gillett
Title
Vice President
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Burkart & Stevens
Address
11573 Los Osos Valley Rd Ste B, San Luis Obispo, CA 93405
Preparer
Cole Stevens
Phone
8055436876
Supplemental Narrative

Additional Explanations

Other Revenue.1

Bar sections income $34810

Other Revenue.2

ADVERTISING $10463

Other Revenue.3

MISCELLANEOUS $92

Other Revenue.4

INTEREST INCOME $25

Other Expenses.1001

Advertising and Promotion $1127

Other Expenses.1012

Insurance $1047

Other Expenses.1

BAR Section Expenses $30799

Other Expenses.2

Bar Bulletin $27555

Other Expenses.3

Miscellaneous BAR Expenses $6712

Other Expenses.4

Computers and Software $4345

Other Expenses.5

Telephone $2774

Other Expenses.6

Miscellaneous $703

Other Expenses.7

Workers' Comp Insurance $550

Other Expenses.8

Merchant Services $480

Other Expenses.10

Website $400

Other Expenses.11

Dues and Subscriptions $325

Other Assets.1002

Furniture and Fixtures - Beginning $714 Furniture and Fixtures - Ending $714

Other Assets.1003

Machinery and Equipment - Beginning $951 Machinery and Equipment - Ending $951

Total Liabilities.1

PAYROLL TAXES - Beginning $1816 PAYROLL TAXES - Ending $1913

Total Liabilities.2

DEFERRED REVENUE - Beginning $2515 DEFERRED REVENUE - Ending $4955

FORM 990-EZ, PART V, INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS:

The organization did not, during the year, receive any funds directly or indirectly to pay premiums on a personal benefit contract. The organization did not, during the year, pay any premiums directly or indirectly on a personal benefit contract.

Raw XML Appendix222 raw XML fields

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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BAR SECTIONS INCOME $34810
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADVERTISING $10463
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MISCELLANEOUS $92
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INTEREST INCOME $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Advertising and Promotion $1127
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance $1047
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Telephone $2774
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Miscellaneous $703
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Workers' Comp Insurance $550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Merchant Services $480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Website $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Dues and Subscriptions $325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Furniture and Fixtures - Beginning $714 Furniture and Fixtures - Ending $714
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Machinery and Equipment - Beginning $951 Machinery and Equipment - Ending $951
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18PAYROLL TAXES - Beginning $1816 PAYROLL TAXES - Ending $1913
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19DEFERRED REVENUE - Beginning $2515 DEFERRED REVENUE - Ending $4955
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS DIRECTLY OR INDIRECTLY TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION DID NOT, DURING THE YEAR, PAY ANY PREMIUMS DIRECTLY OR INDIRECTLY ON A PERSONAL BENEFIT CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Total Liabilities.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20FORM 990-EZ, PART V, INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS:
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG GILLETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0San Luis Obispo County Bar Association
ReturnHeader/Filer/BusinessNameControlTxt0SANL
ReturnHeader/Filer/EIN0770228620
ReturnHeader/Filer/PhoneNum08055415930
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 585
ReturnHeader/Filer/USAddress/CityNm0San Luis Obispo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093406
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770014050
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Burkart & Stevens
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011573 Los Osos Valley Rd Ste B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Luis Obispo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093405
ReturnHeader/PreparerPersonGrp/PhoneNum08055436876
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cole Stevens
ReturnHeader/ReturnTs02023-11-15T13:43:11-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GREG
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GILLETT
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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