Civic Intelligence

Foundation for the San Luis Obispo County Public Libraries

990 • Fiscal year 2019 • EIN 77-0460885

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 20, 2019

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

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

41st percentile

0.01x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

30th percentile

-3.5%

Higher net margin than 30% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

34th percentile

-1.7%

Faster asset growth than 34% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

49th percentile

3.6%

Faster revenue growth than 49% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$630,663

Down $10,914 (-1.7%) from 2018

Net Assets

Down

$630,063

Down $10,914 (-1.7%) from 2018

Liabilities

Flat

$600

Flat from 2018

Revenue

Up

$46,934

Up $1,610 (+3.6%) from 2018

Expenses

Up

$48,561

Up $11,306 (+30%) from 2018

Net Income

Down

-$1,627

Down $9,696 (-120%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$630,663
Liabilities$600
Net Assets$630,063

Operations Trend

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

2019

Revenue$46,934
Expenses$48,561
Net Income-$1,627
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 20, 2019
Return Version
2018v3.1
Gross Receipts
$46,934
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$636,829$625,536▼ $11,293
Cash and Non-Interest-Bearing Accounts$4,746$5,127▲ $381
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$641,577$630,663▼ $10,914
Other Assets Total$2$0▼ $2
Liabilities
Accounts Payable and Accrued Expenses$600$600→ $0
Total Liabilities$600$600→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$260,187$278,007▲ $17,820
Unrestricted Net Assets$261,824$251,698▼ $10,126
Temporarily Rstr Net Assets$118,966$100,358▼ $18,608
Total Net Assets Fund Balance$640,977$630,063▼ $10,914
Total Liabilities and Net Assets / Fund Balance$641,577$630,663▼ $10,914

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$260,187-▲ $12,236$19,840$252,582
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
Compensation and Service Providers

Board Members and Trustees

NameTitle
Juliane McadamPresident
Paula LoweVice President
Caty AsperSecretary
Nancy MancinoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,699
Program Service Revenue
$0
Investment Income
$39,235
Other Revenue
$0
All Other Contributions
$7,699
Change in Net Assets
$-1,627
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$47,061
Grants and Similar Amounts Paid$1,500
Total Fundraising Expense$674
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$3,478-$3,478
All Other Expenses$200$1,054$674$1,928
Grants to Domestic Orgs$1,500--$1,500
Other Expenses$900$1,422-$1,422
Fees for Services Accounting$575$575-$1,150
Advertising-$1,035-$1,035
Insurance-$863-$863
Total Functional Expenses$38,560$9,327$674$48,561
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
2019-11-20
Discuss with paid preparer
Yes

Organization Details

Formed
1998
Legal Domicile
CA
Voting Board Members
4
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
Raw XML Appendix398 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0600
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0600
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE SPECIFIC CHARITABLE PURPOSE OF THIS ORGANIZATION IS TO RAISE FUNDS TO SUPPLEMENT CURRENT PUBLIC FUNDING FOR SAN LUIS OBISPO COUNTY LIBRARIES.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01035
IRS990/AdvertisingGrp/TotalAmt01035
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt07699
IRS990/AllOtherExpensesGrp/FundraisingAmt0674
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01054
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0200
IRS990/AllOtherExpensesGrp/TotalAmt01928
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Mosaic Business Solutions
IRS990/BooksInCareOfDetail/PhoneNum08055457798
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01450 Madonna Road
IRS990/BooksInCareOfDetail/USAddress/CityNm0San Luis Obispo
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093405
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt04746
IRS990/CashNonInterestBearingGrp/EOYAmt05127
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt07699
IRS990/CYGrantsAndSimilarPaidAmt01500
IRS990/CYInvestmentIncomeAmt039235
IRS990/CYOtherExpensesAmt047061
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-1627
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt048561
IRS990/CYTotalFundraisingExpenseAmt0674
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt046934
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PROVIDE BUILDINGS, MATERIALS, AND SERVICES TO PUBLIC LIBRARIES WITHIN SAN LUIS OBISPO COUNTY THAT OTHERWISE ARE NOT FEASIBLE WITH EXISTING PUBLIC FUNDS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt038560
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0575
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0575
IRS990/FeesForServicesAccountingGrp/TotalAmt01150
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt03478
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03478
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0PAULA LOWE
IRS990/Form990PartVIISectionAGrp/PersonNm1Nancy Mancino
IRS990/Form990PartVIISectionAGrp/PersonNm2JULIANE MCADAM
IRS990/Form990PartVIISectionAGrp/PersonNm3CATY ASPER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01500
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt046934
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0863
IRS990/InsuranceGrp/TotalAmt0863
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt039235
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt039235
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0636829
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0625536
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0640977
IRS990/NetAssetsOrFundBalancesEOYAmt0630063
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-9287
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt02
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0SUMMER READING PROGRAM
IRS990/OtherExpensesGrp/Desc1PROGRAM/SPECIAL EVENTS
IRS990/OtherExpensesGrp/Desc2BOOKKEEPING
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0900
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11422
IRS990/OtherExpensesGrp/ProgramServicesAmt024500
IRS990/OtherExpensesGrp/ProgramServicesAmt110885
IRS990/OtherExpensesGrp/ProgramServicesAmt2900
IRS990/OtherExpensesGrp/TotalAmt024500
IRS990/OtherExpensesGrp/TotalAmt110885
IRS990/OtherExpensesGrp/TotalAmt21800
IRS990/OtherExpensesGrp/TotalAmt31422
IRS990/OtherInd0X
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0260187
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0278007
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt013177
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt032147
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt037255
IRS990/PYRevenuesLessExpensesAmt08069
IRS990/PYTotalExpensesAmt037255
IRS990/PYTotalRevenueAmt045324
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-1627
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07699
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt013177
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt018748
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt011750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt021639
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt073013
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt039235
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt032147
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt023972
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt037998
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt017431
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0150783
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.32620
IRS990ScheduleA/PublicSupportPY170Pct00.41670
IRS990ScheduleA/PublicSupportTotal170Amt073013
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07699
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt013177
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt018748
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt011750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt021639
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt073013
IRS990ScheduleA/TotalSupportAmt0223796
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0260187
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0252582
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt012236
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt019840
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0243189
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0260187
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt028521
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt011523
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0214518
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0243189
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt030295
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt01624
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0226344
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0214518
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1701
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt010125
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0229922
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0226344
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06422
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt010000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/TotalBookValueSecuritiesAmt0625536
IRS990/ScheduleJRequiredInd0false
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0118966
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0100358
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0641577
IRS990/TotalAssetsEOYAmt0630663
IRS990/TotalAssetsGrp/BOYAmt0641577
IRS990/TotalAssetsGrp/EOYAmt0630663
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt07699
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0674
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09327
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt038560
IRS990/TotalFunctionalExpensesGrp/TotalAmt048561
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0600
IRS990/TotalLiabilitiesEOYAmt0600
IRS990/TotalLiabilitiesGrp/BOYAmt0600
IRS990/TotalLiabilitiesGrp/EOYAmt0600
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0640977
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0630063
IRS990/TotalProgramServiceExpensesAmt038560
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt039235
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt046934
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0641577
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0630663
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0261824
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0251698
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 12942
IRS990/USAddress/CityNm0San Luis Obispo
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093406
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0www.slolibraryfoundation .org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIANE MCADAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Foundation for the San Luis Obispo
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0County Public Libraries
ReturnHeader/Filer/BusinessNameControlTxt0FOUN
ReturnHeader/Filer/EIN0770460885
ReturnHeader/Filer/PhoneNum08055461392
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 12942
ReturnHeader/Filer/USAddress/CityNm0San Luis Obispo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093406
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770014050
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Burkart & Stevens
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0694 Santa Rosa Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Luis Obispo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093401
ReturnHeader/PreparerPersonGrp/PhoneNum08055436876
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dennis J Burkart
ReturnHeader/ReturnTs02019-11-20T09:08:51-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2019Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.05$0.05$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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