Civic Intelligence

Foundation for the San Luis Obispo County Public Libraries

990 • Fiscal year 2018 • EIN 77-0460885

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 17, 2019

Organization Profilewww.slolibraryfoundation .org
PO Box 12942San Luis Obispo, CA 93406

(805) 546-1392

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

41st percentile

0.01x

Higher debt load relative to revenue than 41% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

75th percentile

18%

Higher net margin than 75% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

59th percentile

4.9%

Faster asset growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

54th percentile

6.1%

Faster revenue growth than 54% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$641,577

Up $30,148 (+4.9%) from 2017

Net Assets

Up

$640,977

Up $29,948 (+4.9%) from 2017

Liabilities

Up

$600

Up $200 (+50%) from 2017

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin75th percentile

Revenue

Up

$45,324

Up $2,604 (+6.1%) from 2017

Expenses

Up

$37,255

Up $3,667 (+11%) from 2017

Net Income

Down

$8,069

Down $1,063 (-12%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $669,960Liabilities 2011: $14,853Net Assets 2011: $655,1072011Assets 2012: $655,926Liabilities 2012: $150Net Assets 2012: $655,7762012Assets 2013: $624,589Liabilities 2013: $0Net Assets 2013: $624,5892013Assets 2014: $629,865Liabilities 2014: $200Net Assets 2014: $629,6652014Assets 2015: $603,397Liabilities 2015: $2,729Net Assets 2015: $600,6682015Assets 2016: $567,428Liabilities 2016: $2,095Net Assets 2016: $565,3332016Assets 2017: $611,429Liabilities 2017: $400Net Assets 2017: $611,0292017Assets 2018: $641,577Liabilities 2018: $600Net Assets 2018: $640,9772018Assets 2019: $630,663Liabilities 2019: $600Net Assets 2019: $630,0632019Assets 2020: $618,515Liabilities 2020: $1,200Net Assets 2020: $617,3152020Assets 2021: $690,779Liabilities 2021: $1,200Net Assets 2021: $689,5792021Assets 2022: $2,858,580Liabilities 2022: $100,600Net Assets 2022: $2,757,9802022Assets 2023: $4,189,992Liabilities 2023: $2,400Net Assets 2023: $4,187,5922023Assets 2024: $4,464,252Liabilities 2024: $600Net Assets 2024: $4,463,6522024Assets 2025: $4,904,789Liabilities 2025: $1,200Net Assets 2025: $4,903,5892025

Highlighted filing

2018

Assets$641,577
Liabilities$600
Net Assets$640,977
Open 2018 Filing

Operations Trend

Revenue Growth54th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $218,041Expenses 2011: $36,865Net Income 2011: $181,1762011Revenue 2012: $30,152Expenses 2012: $30,164Net Income 2012: -$122012Revenue 2013: $28,012Expenses 2013: $74,644Net Income 2013: -$46,6322013Revenue 2014: $36,485Expenses 2014: $81,966Net Income 2014: -$45,4812014Revenue 2015: $39,069Expenses 2015: $70,566Net Income 2015: -$31,4972015Revenue 2016: $49,748Expenses 2016: $37,985Net Income 2016: $11,7632016Revenue 2017: $42,720Expenses 2017: $33,588Net Income 2017: $9,1322017Revenue 2018: $45,324Expenses 2018: $37,255Net Income 2018: $8,0692018Revenue 2019: $46,934Expenses 2019: $48,561Net Income 2019: -$1,6272019Revenue 2020: $63,726Expenses 2020: $29,897Net Income 2020: $33,8292020Revenue 2021: $42,142Expenses 2021: $28,200Net Income 2021: $13,9422021Revenue 2022: $2,368,394Expenses 2022: $185,707Net Income 2022: $2,182,6872022Revenue 2023: $1,367,037Expenses 2023: $95,764Net Income 2023: $1,271,2732023Revenue 2024: $177,769Expenses 2024: $165,009Net Income 2024: $12,7602024Revenue 2025: $226,067Expenses 2025: $150,036Net Income 2025: $76,0312025

Highlighted filing

2018

Revenue$45,324
Expenses$37,255
Net Income$8,069
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 17, 2019
Return Version
2017v2.2
Gross Receipts
$45,324
Mission and Program Overview

Mission

The foundation for san luis obispo county public libraries seeks to raise awareness and monies to strengthen our public libraries. We believe that strong libraries help build, nourish and support our community by providing a rich environment for learning and appreciation of knowledge.

The specific charitable purpose of this organization is to raise funds to supplement current public funding for san luis obispo county libraries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$606,104$636,829▲ $30,725
Cash and Non-Interest-Bearing Accounts$5,325$4,746▼ $579
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$611,429$641,577▲ $30,148
Other Assets Total-$2-
Liabilities
Accounts Payable and Accrued Expenses$400$600▲ $200
Total Liabilities$400$600▲ $200
Net Assets / Fund Balance
Unrestricted Net Assets$258,518$261,824▲ $3,306
Permanently Rstr Net Assets$243,189$260,187▲ $16,998
Temporarily Rstr Net Assets$109,322$118,966▲ $9,644
Total Net Assets Fund Balance$611,029$640,977▲ $29,948
Total Liabilities and Net Assets / Fund Balance$611,429$641,577▲ $30,148

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$243,189-▲ $28,521$11,523$260,187
2016$214,518-▲ $30,295$1,624$243,189
2015$226,344-▼ $1,701$10,125$214,518
2014$229,922-▲ $6,422$10,000$226,344
2013$267,591-▲ $27,517$65,186$229,922
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Juliane McadamPresident
Jane HeathVice President
Denise Leader StoeberDirector
Janet WallaceDirector
Lynn SchmidtDirector
Paula LoweDirector
Caty AsperSecretary
Susan PoteetTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$13,177
Program Service Revenue
$0
Investment Income
$32,147
Other Revenue
$0
All Other Contributions
$13,177
Change in Net Assets
$8,069
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$37,255
Total Fundraising Expense$3,956
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$3,301-$3,301
Other Expenses$1,250$1,250$3,956$2,500
All Other Expenses-$1,002-$1,002
Insurance-$839-$839
Fees for Services Accounting$250$250-$500
Advertising-$145-$145
Total Functional Expenses$26,512$6,787$3,956$37,255
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“Major decisions are presented to the board and voted upon by its members.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Tax return reviewed by president and treasurer prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Executive board reviews conflict of interest statements.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“Information is available upon request.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Copies available upon request.”

Filing and Contact Details

Filer

Filer Name
Foundation for the San Luis Obispo
EIN
77-0460885
Phone
8055461392
Address
PO Box 12942, San Luis Obispo, CA 93406

Signing Officer

Name
Juliane Mcadam
Title
President
Signed
2019-01-17
Discuss with paid preparer
Yes

Organization Details

Formed
1998
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
20

Preparer

Firm
Burkart & Stevens
Address
694 Santa Rosa Street, San Luis Obispo, CA 93401
Preparer
Dennis J Burkart
Phone
8055436876
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt010125
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt010000
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt065186
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IRS990ScheduleD/TotalBookValueSecuritiesAmt0636829
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MAJOR DECISIONS ARE PRESENTED TO THE BOARD AND VOTED UPON BY ITS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TAX RETURN REVIEWED BY PRESIDENT AND TREASURER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXECUTIVE BOARD REVIEWS CONFLICT OF INTEREST STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INFORMATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COPIES AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
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IRS990/WebsiteAddressTxt0www.slolibraryfoundation .org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIANE MCADAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Foundation for the San Luis Obispo
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0County Public Libraries

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$641,577
Liabilities
$600
Net assets
$640,977
Revenue
$45,324
Expenses
$37,255
Net income
$8,069
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.90$0.00$4.90$0.23$0.15$0.08
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.46$0.00$4.46$0.18$0.17$0.01
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.19$0.00$4.19$1.37$0.10$1.27
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.10$2.76$2.37$0.19$2.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.00$0.69$0.04$0.03$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.00$0.62$0.06$0.03$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.00$0.63$0.05$0.05$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.05$0.04$0.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.00$0.61$0.04$0.03$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.00$0.57$0.05$0.04$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.04$0.07$0.03
2014Summary only. Only limited summary data is available for this year.$0.63$0.00$0.63$0.04$0.08$0.05
2013Summary only. Only limited summary data is available for this year.$0.62$0.00$0.62$0.03$0.07$0.05
2012Summary only. Only limited summary data is available for this year.$0.66$0.00$0.66$0.03$0.03$0.00
2011Summary only. Only limited summary data is available for this year.$0.67$0.01$0.66$0.22$0.04$0.18