Civic Intelligence

San Luis Obispo Community Leadership Foundation

990 • Fiscal year 2016 • EIN 77-0417076

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 07, 2017

895 Monterey StreetSan Luis Obispo, CA 93401

(805) 781-2777

Siviq Scores

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

Liabilities / Assets

84th percentile

0.26x

Higher debt load relative to assets than 84% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

88th percentile

0.25x

Higher debt load relative to revenue than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

94th percentile

63%

Higher net margin than 94% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

95th percentile

201%

Faster asset growth than 95% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

96th percentile

182%

Faster revenue growth than 96% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$353,226

Up $235,851 (+201%) from 2015

Net Assets

Up

$262,803

Up $227,393 (+642%) from 2015

Liabilities

Up

$90,423

Up $8,458 (+10%) from 2015

Revenue

Up

$366,711

Up $236,468 (+182%) from 2015

Expenses

Up

$137,329

Up $27,632 (+25%) from 2015

Net Income

Up

$229,382

Up $208,836 (+1016%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$200K$0-$200KAssets 2011: $96,215Liabilities 2011: $0Net Assets 2011: $96,2152011Assets 2012: $117,497Liabilities 2012: $121,719Net Assets 2012: -$4,2222012Assets 2013: $96,646Liabilities 2013: $111,451Net Assets 2013: -$14,8052013Assets 2014: $77,505Liabilities 2014: $62,641Net Assets 2014: $14,8642014Assets 2015: $117,375Liabilities 2015: $81,965Net Assets 2015: $35,4102015Assets 2016: $353,226Liabilities 2016: $90,423Net Assets 2016: $262,8032016Assets 2017: $374,931Liabilities 2017: $89,917Net Assets 2017: $285,0142017Assets 2018: $346,053Liabilities 2018: $72,908Net Assets 2018: $273,1452018Assets 2019: $390,262Liabilities 2019: $82,017Net Assets 2019: $308,2452019Assets 2020: $342,973Liabilities 2020: $17,334Net Assets 2020: $325,6392020Assets 2021: $379,385Liabilities 2021: $81,236Net Assets 2021: $298,1492021Assets 2022: $300,470Liabilities 2022: $46,010Net Assets 2022: $254,4602022Assets 2023: $297,429Liabilities 2023: $21,648Net Assets 2023: $275,7812023Assets 2024: $353,796Liabilities 2024: $40,425Net Assets 2024: $313,3712024

Highlighted filing

2016

Assets$353,226
Liabilities$90,423
Net Assets$262,803

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $72,536Expenses 2011: $67,975Net Income 2011: $4,5612011Revenue 2012: $74,459Expenses 2012: $126,552Net Income 2012: -$52,0932012Revenue 2013: $88,622Expenses 2013: $99,205Net Income 2013: -$10,5832013Revenue 2014: $136,509Expenses 2014: $106,840Net Income 2014: $29,6692014Revenue 2015: $130,243Expenses 2015: $109,697Net Income 2015: $20,5462015Revenue 2016: $366,711Expenses 2016: $137,329Net Income 2016: $229,3822016Revenue 2017: $124,866Expenses 2017: $129,751Net Income 2017: -$4,8852017Revenue 2018: $140,077Expenses 2018: $127,201Net Income 2018: $12,8762018Revenue 2019: $125,343Expenses 2019: $137,783Net Income 2019: -$12,4402019Revenue 2020: $126,365Expenses 2020: $136,337Net Income 2020: -$9,9722020Revenue 2021: $111,090Expenses 2021: $113,387Net Income 2021: -$2,2972021Revenue 2022: $143,240Expenses 2022: $132,920Net Income 2022: $10,3202022Revenue 2023: $138,959Expenses 2023: $146,693Net Income 2023: -$7,7342023Revenue 2024: $181,840Expenses 2024: $159,454Net Income 2024: $22,3862024

Highlighted filing

2016

Revenue$366,711
Expenses$137,329
Net Income$229,382
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$369,211
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$35,410$262,803▲ $227,393
Investments in Publicly Traded Securities-$104,359-
Cash and Non-Interest-Bearing Accounts$85,524$98,588▲ $13,064
Pledges and Grants Receivable$19,125$95,888▲ $76,763
Savings and Temporary Cash Investments-$52,041-
Other Notes and Loans Receivable, Net$10,007--
Prepaid Expenses and Deferred Charges$2,719$2,350▼ $369
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$117,375$353,226▲ $235,851
Liabilities
Deferred Revenue$64,000$69,250▲ $5,250
Accounts Payable and Accrued Expenses$17,965$21,173▲ $3,208
Total Liabilities$81,965$90,423▲ $8,458
Net Assets / Fund Balance
Total Net Assets Fund Balance$35,410$262,803▲ $227,393
Total Liabilities and Net Assets / Fund Balance$117,375$353,226▲ $235,851
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bettina SwiggerChair
June McivorChair
Jeremy HowardClass Chair
DAN O'HARECommerce Chair (ex Officio)
Cheryl CumingPast Commerce Chair (ex Officio)
Sandi SigurdsonExecutive Director
Ermina KarimCommerce CEO (ex Officio)
Barry VanderkelenMember
Dwyne WillisMember
Erik JustesenMember
Jeff LeeMember
Lee JohnsonMember
Lisa Horowitz MccannMember
Lisa MumfordMember
Stacy AxanMember
Ryan CaldwellTreasurer (ex Officio)
Revenue and Support

Revenue Composition

Contributions and Grants
$290,796
Program Service Revenue
$62,902
Investment Income
$3,013
Other Revenue
$10,000
All Other Contributions
$288,296
Change in Net Assets
$229,382
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$130,767
Grants and Similar Amounts Paid$6,562
Total Fundraising Expense$20
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$55,575$29,925-$85,500
Grants to Domestic Individuals$6,562--$6,562
Office Expenses$2,997$456-$3,453
Fees for Services Accounting$1,575--$1,575
Other Expenses$1,413--$1,413
All Other Expenses$439$80$20$539
Travel-$298-$298
Total Functional Expenses$106,550$30,759$20$137,329
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$12,500
Fundraising Direct Expenses$2,500
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Alumni Fundraiser$15,000$12,500-$12,500
Total Events$15,000$12,500$2,500$10,000
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
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
No
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 executive director and outside accounting consultant reviews the tax return before and after filing and circulation with the board.

Form 990, Part VI, Section C, Line 19

The organization's governing documents,and financial statements are available upon request

Filing and Contact Details

Filer

Filer Name
San Luis Obispo Community
EIN
77-0417076
Phone
8057812777
Address
895 MONTEREY STREET, SAN LUIS OBISPO, CA 93401

Signing Officer

Name
Sandi Sigurdson
Title
Executive Director
Phone
8057812777
Signed
2017-11-07
Discuss with paid preparer
Yes

Organization Details

Formed
1996
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
196

Preparer

Firm
Glenn Burdette
Address
1150 PALM STREET, SAN LUIS OBISPO, CA 93401
Preparer
Mical W Bovee CPA
Phone
8055441441
Raw XML AppendixShowing 400 of 489 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt017965
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt021173
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0WE 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.
IRS990/AllOtherContributionsAmt0288296
IRS990/AllOtherExpensesGrp/FundraisingAmt020
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt080
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0439
IRS990/AllOtherExpensesGrp/TotalAmt0539
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ERMINA KARIM
IRS990/BooksInCareOfDetail/PhoneNum08057812777
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0895 MONTEREY STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN LUIS OBISPO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093401
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt085524
IRS990/CashNonInterestBearingGrp/EOYAmt098588
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt02500
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0290796
IRS990/CYGrantsAndSimilarPaidAmt06562
IRS990/CYInvestmentIncomeAmt03013
IRS990/CYOtherExpensesAmt0130767
IRS990/CYOtherRevenueAmt010000
IRS990/CYProgramServiceRevenueAmt062902
IRS990/CYRevenuesLessExpensesAmt0229382
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0137329
IRS990/CYTotalFundraisingExpenseAmt020
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0366711
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt064000
IRS990/DeferredRevenueGrp/EOYAmt069250
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc01) 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.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt055575
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01575
IRS990/FeesForServicesAccountingGrp/TotalAmt01575
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt029925
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt055575
IRS990/FeesForServicesManagementGrp/TotalAmt085500
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1532.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0JUNE MCIVOR
IRS990/Form990PartVIISectionAGrp/PersonNm1JEREMY HOWARD
IRS990/Form990PartVIISectionAGrp/PersonNm2RYAN CALDWELL
IRS990/Form990PartVIISectionAGrp/PersonNm3DAN O'HARE
IRS990/Form990PartVIISectionAGrp/PersonNm4CHERYL CUMING
IRS990/Form990PartVIISectionAGrp/PersonNm5ERMINA KARIM
IRS990/Form990PartVIISectionAGrp/PersonNm6STACY AXAN
IRS990/Form990PartVIISectionAGrp/PersonNm7LISA HOROWITZ MCCANN
IRS990/Form990PartVIISectionAGrp/PersonNm8LEE JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm9ERIK JUSTESEN
IRS990/Form990PartVIISectionAGrp/PersonNm10JEFF LEE
IRS990/Form990PartVIISectionAGrp/PersonNm11LISA MUMFORD
IRS990/Form990PartVIISectionAGrp/PersonNm12BETTINA SWIGGER
IRS990/Form990PartVIISectionAGrp/PersonNm13BARRY VANDERKELEN
IRS990/Form990PartVIISectionAGrp/PersonNm14DWYNE WILLIS
IRS990/Form990PartVIISectionAGrp/PersonNm15SANDI SIGURDSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CLASS CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER (EX OFFICIO)
IRS990/Form990PartVIISectionAGrp/TitleTxt3COMMERCE CHAIR (EX OFFICIO)
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAST COMMERCE CHAIR (EX OFFICIO)
IRS990/Form990PartVIISectionAGrp/TitleTxt5COMMERCE CEO (EX OFFICIO)
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt02500
IRS990/FundraisingDirectExpensesAmt02500
IRS990/FundraisingGrossIncomeAmt012500
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt06562
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt06562
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0369211
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt03013
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03013
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0104359
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt035410
IRS990/NetAssetsOrFundBalancesEOYAmt0262803
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt010000
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt010000
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1989
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt02500
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0456
IRS990/OfficeExpensesGrp/ProgramServicesAmt02997
IRS990/OfficeExpensesGrp/TotalAmt03453
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc025 ANNIVERSARY
IRS990/OtherExpensesGrp/Desc1RETREAT EXPENSE
IRS990/OtherExpensesGrp/Desc2CLASS DAY EXPENSES
IRS990/OtherExpensesGrp/Desc3GRADUATION EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt022741
IRS990/OtherExpensesGrp/ProgramServicesAmt112929
IRS990/OtherExpensesGrp/ProgramServicesAmt22319
IRS990/OtherExpensesGrp/ProgramServicesAmt31413
IRS990/OtherExpensesGrp/TotalAmt022741
IRS990/OtherExpensesGrp/TotalAmt112929
IRS990/OtherExpensesGrp/TotalAmt22319
IRS990/OtherExpensesGrp/TotalAmt31413
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt010007
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt019125
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt095888
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02719
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02350
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0LEADERSHIP CLASS TUITI
IRS990/ProgramServiceRevenueGrp/Desc1ALUMNI ADVENTURES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt061402
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt061402
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11500
IRS990/ProgSrvcAccomActy2Grp/Desc02) 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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt028234
IRS990/ProgSrvcAccomActy2Grp/GrantAmt06562
IRS990/ProgSrvcAccomActy3Grp/Desc0THE L25 STERLING CELEBRATION FUND WAS LAUNCHED IN 2015 SUBSEQUENT TO THE FIRST EVER ALL-ALUMNI IMPACT SURVEY, THE RESULTS OF WHICH PROVIDED METRICS FOR HERETOFORE ANECDOTALLY REPORTED ALUMNI ACCOMPLISHMENTS. THE SURVEY PROVIDED COMPELLING DATA THAT INSPIRED ALUMS TO DONATE TO THE L25 STERLING FUND. DATA LIKE: 68% OF GRADS SERVE ON NONPROFIT BOARDS; 23% ARE APPOINTED TO A GOVERNMENT BOARD, TASK FORCE OR COMMISSION; 37% GIVE MORE TO NONPROFITS. THE CAMPAIGN GOAL REACHED $250K IN 2016. GIFTS THAT ENSURE THAT DIVERSE VOICES ARE WELCOMED TO EVERY NEW CLASS THROUGH READILY AVAILABLE SCHOLARSHIPS AND AFFORDABLE TUITION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt022741
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ALUMNI ADVENTURES, TRIPS TO KEEP ALUMNI ENGAGED IN THE COMMUNITY AND CONTINUALLY LEARNING.
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt01500
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt063361
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt05500
IRS990/PYInvestmentIncomeAmt0873
IRS990/PYOtherExpensesAmt0102782
IRS990/PYOtherRevenueAmt08965
IRS990/PYProgramServiceRevenueAmt057044
IRS990/PYRevenuesLessExpensesAmt020546
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0109697
IRS990/PYTotalProfFndrsngExpnsAmt01415
IRS990/PYTotalRevenueAmt0130243
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0229382
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt061402
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt035410
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0262803
IRS990/SavingsAndTempCashInvstGrp/EOYAmt052041
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0290796
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt063361
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt066487
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt022607
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt029885
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0473136
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0873
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01634
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05520
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt062902
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt057044
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt059108
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt055535
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt045776
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0280365
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt012500
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt010500
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt010500
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt010500
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt044000
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0873
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01634
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05520
IRS990ScheduleA/InvestmentIncomeCYPct00.00690
IRS990ScheduleA/InvestmentIncomePYPct00.00880
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94330
IRS990ScheduleA/PublicSupportPY509Pct00.96160
IRS990ScheduleA/PublicSupportTotal509Amt0757496
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt025005
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt015000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt040005
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt025005
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt015000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt040005
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0366198
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0130905
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0136095
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt088642
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt075661
IRS990ScheduleA/Total509Grp/TotalAmt0797501
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0369211
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0131778
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0137729
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt088642
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt075661
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0803021
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt02500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt02500
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02500
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ALUMNI FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt012500
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010000
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt02500
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02500
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt06562
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt02016 LSLO SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS ARE AWARDED TO PARTICIPANTS OF THE PROGRAM SPECIFICALLY FOR THE LEADERSHIP SLO PROGRAM AND ARE NOT USED FOR ANY OTHER PURPOSE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR AND OUTSIDE ACCOUNTING CONSULTANT REVIEWS THE TAX RETURN BEFORE AND AFTER FILING AND CIRCULATION WITH THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S GOVERNING DOCUMENTS,AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.54$0.40$3.13$1.82$1.59$0.22
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.97$0.22$2.76$1.39$1.47$0.08
2022Detailed filing. Detailed filing data is available for this year.$3.00$0.46$2.54$1.43$1.33$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.79$0.81$2.98$1.11$1.13$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.43$0.17$3.26$1.26$1.36$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.90$0.82$3.08$1.25$1.38$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.46$0.73$2.73$1.40$1.27$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.75$0.90$2.85$1.25$1.30$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.53$0.90$2.63$3.67$1.37$2.29
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.82$0.35$1.30$1.10$0.21
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.63$0.15$1.37$1.07$0.30
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$1.11$0.15$0.89$0.99$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$1.22$0.04$0.74$1.27$0.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$0.73$0.68$0.05
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits