Assistance League of San Luis Obispo Co

Nonprofit profile at a glance

EIN
770337378
IRS 990 coverage
2012–2025
Forms available
Form 990 2025, Form 990-EZ 2011
Location
San Luis Obispo, CA, USA
Phone
8057820824
Rating
89
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$719,212
Expenses
$760,332
Assets
$1,060,065
Liabilities
$385,497

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

9 people listed

Executive titles in this filing

  • LYNN OGDEN (Vice President)
  • CINDY CANTRELL (Vice President)
  • CHRISTINE PONTIUS (Vice President)
  • JAN HUTCHINSON (Vice President)
  • DENISE SNYDER (Vice President)
  • SUSAN PINO (Vice President)

People named in this filing

  • DENISE BUSBY (Secretary)
  • LYNN OGDEN (Vice President)
  • CINDY CANTRELL (Vice President)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Assistance league of san luis obispo county is a nonprofit volunteer organization whose members are dedicated to serving familes and children through its philanthropic programs

What it reported doing in 2025

Assistance leagues philanthropic program, operation school bell, provides new school appropriate clothing to students in need, kindergarten through 12th grades in all ten (10) school districts in san luis obispo county. Students are referred by school personnel and social service agencies. Shelters refer families to their childrens school for referrals. Clothing appointments are scheduled and students are treated to a retail shopping experience at local retail stores. Clothing appointments begin in the fall and continue through the school year. Kindergarten through 5th grade students each receive $175 in shopping credit. 6th through 12th grade students receive $225 in shopping credit. The shopping credit is used strictly for purchasing school appropriate clothing and shoes. Retail stores honor our tax-exempt status and provide additional discounts. Our member volunteers supervise the shopping. In addition, each student and their pre-school siblings are able to select a book of their choice of grade appropriate literature. Each student also receives a tote filled with grade appropriate school supplies. During the 2025-26 school year, 2,002 students received the services of operation school bell throug allocated school referrals. In addition, 122 students were served through a collaboration with the paso robles rotary club, the independent grape growers paso robles, and the san luis obispo rotary de tolosa. In all, 2,124 students received clothing and school supplies through operation school bell. Access career education grant (ace) was established in 2023/24 in collaboration with cuesta college. The grant is intented to provide funding for required tools and materials to cuesta college students in need who are enrolled in career education/trades progams. The grant monies provides necessary funding for the required tools and materials, beyond tuition.this grant year, $6,400 was divided among 50 cuesta college students in career progams from architechture to welding.

Operating model

Revenue model
Donor-supported. 80% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 99% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 84
  • Transparency & Controls: 94
  • Accountability: 100
  • Sustainability: 35
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 92.1%; rating input score 92
  • Program expense ratio: 87.1%; rating input score 87
  • Fundraising efficiency: $9.49 raised per $1 spent on fundraising; rating input score 33; 33rd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 78th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 7 of 7 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -5.7%; rating input score 18; 18th percentile among comparable filings
  • Total-asset coverage ratio: 1.39; rating input score 53; 53rd percentile among comparable filings
  • Liabilities to assets ratio: 0.36; rating input score 17; 17th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 78; 78th percentile among comparable filings

Growth

  • Program expense growth: 9.9% per year; rating input score 100; 57th percentile among comparable filings
  • Revenue growth: 8.8% per year; rating input score 100; 56th percentile among comparable filings
  • Asset growth: 9.9% per year; rating input score 100; 55th percentile among comparable filings

Details

  • Where the money goes: 92.1% of revenue deployed · 87.1% of spending went to programs
  • Governance: 9 of 9 board members independent · 7 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $662K in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 28 of 28 current checks pass
  • Schedules: 7 filed schedules · includes major donors and grants
  • Filing history: 14 filing years from 2012 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Fundraising efficiency scored 33/100.
  • High — Sustainability: Operating margin scored 18/100.
  • Review — Sustainability: Total-asset coverage ratio scored 53/100.
  • High — Sustainability: Liabilities to assets ratio scored 17/100.