Civic Intelligence

The Community Foundation San Luis Obispo

EIN 77-0496500 • 501(c)3 • San Luis Obispo, CA

View Organization Page

Profile

To make a difference through philanthropic leadership.

550 Dana StreetSan Luis Obispo, CA 93401

www.cfsloco.org

Siviq Scores

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

Liabilities / Assets

26th percentile

0.06x

Higher debt load relative to assets than 26% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.70x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

80th percentile

27%

Higher net margin than 80% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

26th percentile

$231,486

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

77th percentile

15%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

142%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$86,684,506

Up $11,213,845 (+15%) from 2023

Liabilities

Up

$5,425,466

Up $1,681,387 (+45%) from 2023

Net Assets

Up

$81,259,040

Up $9,532,458 (+13%) from 2023

Operations
Liabilities / Revenue68th percentileNet Margin80th percentile

Revenue

Up

$7,787,984

Up $4,566,588 (+142%) from 2023

Expenses

Up

$5,714,290

Up $345,008 (+6.4%) from 2023

Net Income

Up

$2,073,694

Up $4,221,580 (+197%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$100M$50M$0Assets 2011: $33,461,765Liabilities 2011: $3,691,861Net Assets 2011: $29,769,9042011Assets 2012: $36,353,519Liabilities 2012: $3,663,716Net Assets 2012: $32,689,8032012Assets 2013: $40,753,346Liabilities 2013: $4,375,320Net Assets 2013: $36,378,0262013Assets 2014: $48,092,831Liabilities 2014: $4,963,597Net Assets 2014: $43,129,2342014Assets 2015: $49,477,305Liabilities 2015: $4,822,359Net Assets 2015: $44,654,9462015Assets 2016: $52,804,715Liabilities 2016: $5,036,367Net Assets 2016: $47,768,3482016Assets 2017: $58,999,914Liabilities 2017: $4,855,962Net Assets 2017: $54,143,9522017Assets 2018: $54,171,545Liabilities 2018: $3,979,324Net Assets 2018: $50,192,2212018Assets 2019: $65,002,390Liabilities 2019: $4,477,884Net Assets 2019: $60,524,5062019Assets 2020: $66,243,485Liabilities 2020: $3,351,091Net Assets 2020: $62,892,3942020Assets 2021: $76,668,377Liabilities 2021: $3,921,706Net Assets 2021: $72,746,6712021Assets 2022: $66,389,017Liabilities 2022: $3,346,949Net Assets 2022: $63,042,0682022Assets 2023: $75,470,661Liabilities 2023: $3,744,079Net Assets 2023: $71,726,5822023Assets 2024: $86,684,506Liabilities 2024: $5,425,466Net Assets 2024: $81,259,0402024

Highlighted filing

2024

Assets$86,684,506
Liabilities$5,425,466
Net Assets$81,259,040
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $5,090,243Expenses 2011: $2,016,512Net Income 2011: $3,073,7312011Revenue 2012: $7,906,165Expenses 2012: $6,371,821Net Income 2012: $1,534,3442012Revenue 2013: $3,635,670Expenses 2013: $2,200,109Net Income 2013: $1,435,5612013Revenue 2014: $10,364,540Expenses 2014: $3,140,386Net Income 2014: $7,224,1542014Revenue 2015: $7,272,496Expenses 2015: $3,181,012Net Income 2015: $4,091,4842015Revenue 2016: $4,906,360Expenses 2016: $3,203,246Net Income 2016: $1,703,1142016Revenue 2017: $9,521,571Expenses 2017: $6,396,773Net Income 2017: $3,124,7982017Revenue 2018: $4,359,829Expenses 2018: $4,111,495Net Income 2018: $248,3342018Revenue 2019: $7,494,555Expenses 2019: $3,508,139Net Income 2019: $3,986,4162019Revenue 2020: $2,777,401Expenses 2020: $5,874,901Net Income 2020: -$3,097,5002020Revenue 2021: $16,881,000Expenses 2021: $4,947,132Net Income 2021: $11,933,8682021Revenue 2022: $8,587,085Expenses 2022: $6,225,053Net Income 2022: $2,362,0322022Revenue 2023: $3,221,396Expenses 2023: $5,369,282Net Income 2023: -$2,147,8862023Revenue 2024: $7,787,984Expenses 2024: $5,714,290Net Income 2024: $2,073,6942024

Highlighted filing

2024

Revenue$7,787,984
Expenses$5,714,290
Net Income$2,073,694
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$86,684,506
Liabilities
$5,425,466
Net assets
$81,259,040
Revenue
$7,787,984
Expenses
$5,714,290
Net income
$2,073,694
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$86.7$5.43$81.3$7.79$5.71$2.07
2023Summary only. Only limited summary data is available for this year.$75.5$3.74$71.7$3.22$5.37$2.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$66.4$3.35$63.0$8.59$6.23$2.36
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$76.7$3.92$72.7$16.9$4.95$11.9
2020Summary only. Only limited summary data is available for this year.$66.2$3.35$62.9$2.78$5.87$3.10
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$65.0$4.48$60.5$7.49$3.51$3.99
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.2$3.98$50.2$4.36$4.11$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.0$4.86$54.1$9.52$6.40$3.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.8$5.04$47.8$4.91$3.20$1.70
2015Summary only. Only limited summary data is available for this year.$49.5$4.82$44.7$7.27$3.18$4.09
2014Detailed filing. Detailed filing data is available for this year.$48.1$4.96$43.1$10.4$3.14$7.22
2013Summary only. Only limited summary data is available for this year.$40.8$4.38$36.4$3.64$2.20$1.44
2012Summary only. Only limited summary data is available for this year.$36.4$3.66$32.7$7.91$6.37$1.53
2011Summary only. Only limited summary data is available for this year.$33.5$3.69$29.8$5.09$2.02$3.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 5, 2025
Return Version
2024v5.1
Gross Receipts
$16,222,064
Mission and Program Overview

Mission

To make a difference through philanthropic leadership.

To make a difference through philanthropic leadership - see schedule othe community foundation san luis obispo county fulfills its mission by:-engaging private giving for public good;-building and maintaining permanent endowments to respond to changing community needs;-providing flexible tax-exempt vehicles for donors with varied charitable interests and abilities to give;-serving as a catalyst and resource to effectively respond to community needs through scholarships; and-strengthening the non-profit sector through grants and development assistance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$43,947,053$52,765,843▲ $8,818,790
Investments Other Securities$17,920,945$17,881,067▼ $39,878
Savings and Temporary Cash Investments$8,462,553$9,182,906▲ $720,353
Land, Buildings, and Equipment, Net$1,464,406$1,401,168▼ $63,238
Accounts Receivable$580,000$480,000▼ $100,000
Cash and Non-Interest-Bearing Accounts$504,048$313,916▼ $190,132
Prepaid Expenses and Deferred Charges$18,419$12,966▼ $5,453
Total Assets$75,470,661$86,684,506▲ $11,213,845
Other Assets Total$2,573,237$4,646,640▲ $2,073,403
Liabilities
Escrow Account Liability$2,405,560$2,548,841▲ $143,281
Other Liabilities$785,510$2,100,544▲ $1,315,034
Grants Payable$485,810$719,100▲ $233,290
Accounts Payable and Accrued Expenses$51,938$50,291▼ $1,647
Deferred Revenue$15,261$6,690▼ $8,571
Total Liabilities$3,744,079$5,425,466▲ $1,681,387
Net Assets / Fund Balance
Net Assets With Donor Restrictions$58,674,273$67,508,263▲ $8,833,990
Net Assets Without Donor Restrictions$13,052,309$13,750,777▲ $698,468
Total Net Assets Fund Balance$71,726,582$81,259,040▲ $9,532,458
Total Liabilities and Net Assets / Fund Balance$75,470,661$86,684,506▲ $11,213,845

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$850,000$425,000$1,275,000
Other Land Buildings$126,168$300,478$426,646
Land$425,000-$425,000
Other Assets Org$58,734--
Other Securities$34,049--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$59,916,668$2,779,951▲ $8,816,949-$68,687,185
2023$52,285,223$1,326,267▲ $9,202,560-$59,916,668
2022$64,292,004$1,978,139▼ $10,297,934-$52,285,223
2021$55,934,846$5,210,069▲ $6,509,319-$64,292,004
2020$54,043,230$507,687▲ $5,237,058-$55,934,846
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heidi McphersonChief Executive OfficerFT$218,700$12,786$231,486
Michael JonesChief Financial OfficerFT$157,644$6,592$164,236

Board Members and Trustees

NameTitle
Kath TompkinsPresident
Gwen ErskinePresident of Ref, Director
Rick WilliamsVice President
Anneka ScrantonDirector
Ben McadamsDirector
Grenda ErnstDirector
Jeff BuckinghamDirector
Linda Somers SmithDirector
Rob GarciaDirector
Shelly HigginbothamDirector
Suzanne FritzDirector
Tom ShermanDirector
Pat Hosegood MartinSecretar
Anita RobinsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,200,432
Program Service Revenue
$0
Investment Income
$2,594,597
Other Revenue
$-7,045
All Other Contributions
$5,041,899
Change in Net Assets
$2,073,694

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded13$349,269Active Market Price
Total Noncash Contributions13$349,269-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,787,984
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$7,546,644
Total Revenue per Audited Statements
$15,334,628
Total Revenue per Form 990
$7,787,984
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,711,233
Salaries, Compensation, and Employee Benefits$1,246,624
Other Expenses$756,433
Total Fundraising Expense$287,995
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,213,648--$3,213,648
Other Salaries and Wages$227,472$292,464$129,984$649,920
Grants to Domestic Individuals$487,585--$487,585
Current Officers, Directors, Trustees, and Key Employees$135,463$174,167$77,408$387,038
Fees for Services Other$127,890$85,425-$213,315
Other Employee Benefits$38,390$49,358$21,937$109,685
Conferences and Meetings$90,293$8,395$8,288$106,976
Fees for Service Investment Mgmnt Fees$106,974--$106,974
Information Technology$26,894$27,709$26,894$81,497
Payroll Taxes$26,374$33,910$15,071$75,355
Depreciation Depletion$21,352$21,999$21,352$64,703
Office Expenses$11,444$11,790$11,444$34,678
Fees for Services Accounting-$32,895-$32,895
Occupancy$9,384$9,669$9,384$28,437
Pension Plan Contributions$8,619$11,082$4,925$24,626
Insurance$1,884$18,582$1,077$21,543
Other Expenses$7,013$7,225$7,013$21,251
Travel$3,593$3,702$3,593$10,888
Foreign Grants$10,000--$10,000
Advertising$2,423$2,497$2,423$7,343
Fees for Services Legal$1,923$2,071$1,923$5,917
All Other Expenses$-49,882-$-69,146$-119,028
Total Functional Expenses$4,589,757$836,538$287,995$5,714,290

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,807,437
Expenses per Audited Statements$5,714,290
Total Expenses per Form 990$5,714,290
Expenses Not Reported on Form 990$93,147
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Slo Classical AcademySan Luis Obispo, CA501(c)(3)Restricted to Purchasing a New Building, Remodeling, and Equipment Needed to Establish a New School Premises.$250,000
The Land Conservancy of San Luis Obispo CountySan Luis Obispo, CA501(c)(3)Restricted to Support the Learning Among the Oaks Program and the Wheelchair Wednesday Program$232,314
Cal Poly State UniversitySan Luis Obispo, CAGovernment2024 Stollmeyer Black Transfer Scholarship Recipients$210,000
Cuesta College FoundationSan Luis Obispo, CA501(c)(3)Unrestricted$103,875
Lumina AllianceSan Luis Obispo, CA501(c)(3)Unrestricted$103,500
Cal Poly FoundationSan Luis Obispo, CA501(c)(3)TO BE GRANTED TO THE LYCKE TRUST, A FUND HELD AT THE CAL POLY FOUNDATION RESTRICTED TO ESTABLISH THE CAL POLY'S NOYCE SCHOOL OF APPLIED COMPUTING EDUCATIONAL "LECTURE SERIES"$102,000
Food Bank Coalition of San Luis Obispo CountySan Luis Obispo, CA501(c)(3)Unrestricted$101,507
James W Brabeck Youth Legacy Fund FoundationSan Luis Obispo, CA501(c)(3)To Support the Sb County Fair Buyers Coalition$97,000
El Camino Homeless OrganizationAtascadero, CA501(c)(3)Unrestricted$71,300
San Luis Obispo Repertory TheatreSan Luis Obispo, CA501(c)(3)Operating General Costs$67,500
Casa of Slo CountySan Luis Obispo, CA501(c)(3)Unrestricted$66,493
New Life K9sSan Luis Obispo, CA501(c)(3)Restricted to Fund the Construction of a New Onsite Kennel for Canines$60,000
Planned Parenthood California Central CoastSanta Barbara, CA501(c)(3)Unrestricted$56,046
Center for Family StrengtheningSan Luis Obispo, CA501(c)(3)Unrestricted$55,125
Bethel Lutheran ChurchTempleton, CA501(c)(3)Unrestricted.$50,000
Slo County Office of EducationSan Luis Obispo, CAGovernmentRestricted for the Raising a Reader Program at San Luis Coastal Schools$50,000
Morro Coast Audubon SocietyMorro Bay, CA501(c)(3)General Support of Your Organization$39,500
Woods Humane SocietySan Luis Obispo, CA501(c)(3)Unrestricted$38,934
San Luis Obispo Museum of ArtSan Luis Obispo, CA501(c)(3)Unrestricted$37,546
World Central KitchenWashington, DC501(c)(3)Unrestricted$37,000
San Luis Obispo SymphonySan Luis Obispo, CA501(c)(3)Restricted to Support General Operating Expenses$34,434
JACK'S HELPING HANDSan Luis Obispo, CA501(c)(3)Unrestricted$33,500
Transitions-mental Health AssociationSan Luis Obispo, CA501(c)(3)Unrestricted$33,312
Kcbx Radio Central Coast Public RadioSan Luis Obispo, CA501(c)(3)Unrestricted$32,008
Hospice of San Luis Obispo CountySan Luis Obispo, CA501(c)(3)Unrestricted$32,000
EcologisticsLos Osos, CA501(c)(3)Unrestricted$31,586
Community Action Partnership of San Luis Obispo CountySan Luis Obispo, CA501(c)(3)Unrestricted$31,246
Race Matters SloSan Luis Obispo, CA501(c)(3)Black Girl Wellness Program$31,000
Foundation for the Performing Arts CenterSan Luis Obispo, CA501(c)(3)General Support of Your Organization$30,568
San Luis Obispo County YmcaSan Luis Obispo, CA501(c)(3)Unrestricted$29,500
Slo Noor FoundationSan Luis Obispo, CA501(c)(3)Unrestricted$28,700
Los Osos Cares IncLos Osos, CA501(c)(3)Unrestricted$28,500
Mozart Festival Association Dba Festival MozaicSan Luis Obispo, CA501(c)(3)Unrestricted$28,000
Lucia Mar Unified School DistrictArroyo Grande, CAGovernment2024-25 Field Trips for Ahs and Nhs$26,079
South County Youth CoalitionArroyo Grande, CA501(c)(3)Unrestricted$25,500
5cities Homeless CoalitionGrover Beach, CA501(c)(3)Unrestricted$25,000
Storm Trysail FoundationLarchmont, NY501(c)(3)Unrestricted$25,000
Ytt Northern Chumash NonprofitSan Luis Obispo, CA501(c)(3)Regaining Land$25,000
San Luis Obispo Botanical GardenSan Luis Obispo, CA501(c)(3)Unrestricted$24,522
San Luis Obispo International Film FestivalSan Luis Obispo, CA501(c)(3)Restricted to Support General Sponosrship Program$24,500
Senior Nutrition Program Dba Meals That ConnectSan Luis Obispo, CA501(c)(3)Enhancing Senior Heatlh and Community$24,315
Monterey Ridge Educational FoundationSan Diego, CA501(c)(3)To Support the Classroom of Jules Trandem$23,457
Community Counseling Center of San Luis Obispo CountySan Luis Obispo, CA501(c)(3)Unrestricted$22,597
Bridge Lacrosse DallasDallas, TX501(c)(3)Unrestricted$20,000
Center for Reproductive RightsNew York, NY501(c)(3)Unrestricted$20,000
Family Care Network IncSan Luis Obispo, CA501(c)(3)To Support the Journey Fund in Honor of Sandy Richardson$20,000
Hesperian Health GuidesOakland, CA501(c)(3)IS RESTRICTED TO SUPPORT THE DEVELOPMENT AND DISTRIBUTION OF THE SPANISH VERSION OF 'PROMOTING COMMUNITY MENTAL HEALTH' IN SLO COUNTY$20,000
The Monday ClubSan Luis Obispo, CA501(c)(3)DESIGNATED TO SUPPORT THE CLUBS CENTENNIAL ANNIVERSARY 1:1 MATCH CAMPAIGN.$20,000
San Luis Obispo Child Development Center Dba Child Development Resource CenSan Luis Obispo, CA501(c)(3)Child and Therapy Program$19,000
San Luis Coastal Education FoundationSan Luis Obispo, CA501(c)(3)To Support Slcef Teacher Grants.$18,248
Clark Center Association Dba South County Performing Arts AssociationArroyo Grande, CA501(c)(3)General Support of Your Organization$15,369
University of California Agriculture and Natural ResourcesDavis, CA501(c)(3)To Support Slo County 4h$15,029
Operation SurfSan Luis Obispo, CA501(c)(3)Unrestricted$15,000
Friends of 40pradoSan Luis Obispo, CA501(c)(3)Unrestricted$14,700
Pacific Wildlife CareMorro Bay, CA501(c)(3)Unrestricted$14,000
Cal Poly Corporation University DevelopmentSan Luis Obispo, CAGovernmentTo Support Cal Poly Music Dept. - Bach Week$12,500
Orchestra NovoMorro Bay, CA501(c)(3)Youth Participation in Music, Excluding North County$12,500
Concordia Theological SeminaryFort Wayne, IN501(c)(3)Restricted to the Hans Lycke Stipendium at Lutheran School of Theology at Gothenberg in Support of Theological Education of Student Ministers and Pastors Via the Bo Giertz Fund.$11,500
Heroica FoundationLos Angeles, CA501(c)(3)Unrestricted$11,000
Mt Carmel Lutheran ChurchSan Luis Obispo, CA501(c)(3)Restricted to Regular Offering$11,000
Boys & Girls Club Mid Central CoastSanta Maria, CA501(c)(3)Unrestricted$10,970
Arts ObispoSan Luis Obispo, CA501(c)(3)Senior Dances to Inspire Joy and Dancing$10,000
Basin Street Regulars-central Coast Hot Jazz SocietyPismo Beach, CA501(c)(3)Live Music for Seniors to Dance and Socialize$10,000
Casa SolanaGrover Beach, CA501(c)(3)Unrestricted$10,000
Central Coast Salmon Enhancement Dba Creek Lands ConservationArroyo Grande, CA501(c)(3)Restricted to Support the Protecting Our Watershed Learning Program for Elementary and Middle School Children$10,000
Hawthorne Elementary Pta - CA Congress of Parents Teachers & Students IncSan Luis Obispo, CA501(c)(3)Unrestricted$10,000
Mission College Preparatory High SchoolSan Luis Obispo, CA501(c)(3)To Support the Mission Scholarship$10,000
Pregnancy and Parenting Support of San Luis Obispo CountySan Luis Obispo, CA501(c)(3)Client Management Tool$10,000
SANTA MARIA VALLEY SENIOR CITIZEN'S CLUBSanta Maria, CA501(c)(3)Dances for Seniors in the Santa Maria Area$10,000
San Luis Obispo County Sheriffs Advisory FoundationSan Luis Obispo, CA501(c)(3)As Described in Your Application$10,000
Slo4homeSan Luis Obispo, CA501(c)(3)Unrestricted$10,000
Whitman College Office of DevelopmentWalla Walla, WA501(c)(3)Unrestricted$10,000
Slo Wind Orchestra IncArroyo Grande, CA501(c)(3)Movement to Music Program$9,000
Bridge to Turkiye FundChapel Hill, NC501(c)(3)Restricted to Continue Education in Support of Mehmet Celikel Lisesi Vakfi High School on Behalf of S. Sami Solu, Md Charitable Fund$8,395
Morro Bay Senior Citizens Inc Dba Morro Bay Active AdultsMorro Bay, CA501(c)(3)Tunes at Tidelands$8,250
Wilshire Health & Community Services IncSan Luis Obispo, CA501(c)(3)General Support of Your Organization$7,879
Grover Beach Community LibraryGrover Beach, CA501(c)(3)General Support of Your Organization$7,856
Big Brothers Big Sisters of San Luis Obispo CountySan Luis Obispo, CA501(c)(3)Unrestricted$7,500
Infinite Music FoundationMorro Bay, CA501(c)(3)Unrestricted$7,500
Bike Slo CountySan Luis Obispo, CA501(c)(3)Bicycling and Pedestrian Safety Education Programs for Residents of San Luis Obispo County$6,074
Friends of Camp Natoma IncSan Luis Obispo, CA501(c)(3)Youth Camperships$6,000
NOVY'S ARKAtascadero, CA501(c)(3)Unrestricted in Honor of Helen Foster Novy$6,000
Studios on the ParkPaso Robles, CA501(c)(3)TO SUPPORT THE KID'S SMART PROGRAM$6,000

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$112,484
Fundraising Direct Expenses$69,146
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
WOMEN'S LEGACY LUNCHEON$120,872$112,484$41,208$71,276
Total Events$120,872$112,484$69,146$43,338
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Liabilities to Beneficiaries From Split Interest Agreements$2,085,742
Payroll Liabilities$14,802
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Form 990 review process foundation's chief financial officer, chief executive officer, and board of directors review tax return prior to filing.”

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

“Explanation of monitoring and enforcement of conflict of interest policy. Each employee, board member, grant/scholarship reviewer, and all committee members completes and signs a written conflict of interest disclosure document annually.”

Form 990, Part VI, Section B, Line 15

“Compensation review & approval process for officers & key employees the full board periodically conducts a formal review process for the chief executive officer and also reviews salary and agrees on any salary adjustments.”

Form 990, Part VI, Section C, Line 19

“Other organization documents publicly available. A public disclosure copy of the organization's bylaws, policies, and audited financial statements are available on the organization's website, on guidestar.org and upon request.”

Filing and Contact Details

Filer

Filer Name
The Community Foundation San Luis Obispo
EIN
77-0496500
Phone
8055432323
Address
550 DANA STREET, SAN LUIS OBISPO, CA 93401

Signing Officer

Name
Michael Jones
Title
Chief Financial Officer/interim CEO
Phone
8055432323
Signed
2025-06-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Jones
Formed
1998
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
16
Volunteers
210

Preparer

Firm
Caliber Audit & Attest Llp
Address
805 AEROVISTA PLACE SUITE 103, SAN LUIS OBISPO, CA 93401
Preparer
Kimberlyn Spiller
Phone
8058880242
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Distribution to the community foundation san luis obispo county from supporting organization 541,865.”

FORM 990, PART XI, LINE 2C, FINANCIAL STATEMENTS AND REPORTING:

“The oversight process by the audit committee did not change this year.”

Financial Statement Notes

PART IV, LINE 2B:

“The organization holds amounts on behalf of others and unaffiliated non-profit organizations for their designated use, which for financial statement purposes is accounted for by the organization subject to the guidance provided by the fasb codification topic related to agency transactions (fasb asc 985-605-25, paragraphs 21 through 33).”

PART V, LINE 4:

“Intended use of the organization's endowment funds is to use the earnings in the community for non-profit organizations and help individual donors direct their charitable giving. The community foundation san luis obispo county encourages donors and agencies to open endowment funds for the purpose of ensuring future support for the non-profit agencies within the region. At this time, the amount of earnings distributed is determined by the foundation's spending policy which is to disburse up to 3.75% per annum of the preceding 12 quarter trailing average invested in the pool per fund.”

PART X, LINE 2:

“From audited financial statements footnote: the foundation's activities are generally exempt from federal and state income taxes under section 501(c)(3) of the internal revenue code and section 23701(d) of the california franchise tax code. Since the foundation is exempt from federal and state income tax liability, no provision is made for current or deferred income tax expense. For the years ended december 31, 2024 and 2023, management of the foundation is not aware of any material uncertain tax positions to be accounted for in the consolidated financial statements under the principles of the income taxes topic of the financial accounting standards board (fasb) accounting standards codification (asc). The foundation recognizes interest and penalties, if any, related to unrecognized tax benefits in interest expense. All tax exempt entities are subject to review and audit by federal, state and other applicable agencies. Such agencies may review the taxability of unrelated business income, or the qualification of the tax-exempt entity under the internal revenue code and applicable state statutes.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Income recorded by supporting org included in the consolidated audited financial statements transfer recorded from supporting org included in the consolidated audited financial statements direct expenses from fundraising event investment management fees”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Expenses recorded by supporting org included in the consolidated audited financial statements direct expenses from fundraising event investment management fees”

Raw XML AppendixShowing 400 of 2,398 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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IRS990/PayrollTaxesGrp/FundraisingAmt015071
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt033910
IRS990/PayrollTaxesGrp/ProgramServicesAmt026374
IRS990/PayrollTaxesGrp/TotalAmt075355
IRS990/PensionPlanContributionsGrp/FundraisingAmt04925
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt011082
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt08619
IRS990/PensionPlanContributionsGrp/TotalAmt024626
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018419
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012966
IRS990/PrincipalOfficerNm0MICHAEL JONES
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03416190
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03255958
IRS990/PYInvestmentIncomeAmt0-241136
IRS990/PYOtherExpensesAmt01031963
IRS990/PYOtherRevenueAmt046342
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-2147886
IRS990/PYSalariesCompEmpBnftPaidAmt01081361
IRS990/PYTotalExpensesAmt05369282
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03221396
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02073694
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01

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