San Luis Obispo City Employees Association

Nonprofit profile at a glance

EIN
953508949
IRS 990-EZ coverage
2013–2024
Forms available
Form 990-EZ 2024
Location
San Luis Obispo, CA, USA
Phone
8054310018
Rating
86
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$198,489
Expenses
$187,547
Assets
$24,655

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • RYAN DALE (President)
  • BEN MARQUART (Vice President)

People named in this filing

  • ERIC MORTENSEN (Sgt At Arms)
  • MARJORIE HERNANDEZ (TREASURER)
  • RYAN DALE (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-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The encouragement of friendship, harmony, cooperation and efficiency among public employees of the city of san luis obispo; the improvement of public service and aid in the development and improvement of government; the promotion of an adequate retirement plan and insurance program; to promote, consistent with the public interest, the welfare of public employees; the payment of adequate wages and the existence of satisfactory working conditions for public employees.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Hybrid. The nonprofit split its reported program spending across 44% for direct work, and 56% for member benefits.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 96
  • Transparency & Controls: 82
  • Sustainability: 30
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 94.5%; rating input score 94
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 5.5%; rating input score 49; 49th percentile among comparable filings
  • Total-asset coverage ratio: 0.13; rating input score 14; 14th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 1.4%; rating input score 25; 25th percentile among comparable filings

Growth

  • Program expense growth: 5.4% per year; rating input score 100; 48th percentile among comparable filings
  • Revenue growth: 4.3% per year; rating input score 100; 44th percentile among comparable filings
  • Asset growth: -6.4% per year; rating input score 0; 14th percentile among comparable filings

Details

  • Where the money goes: 94.5% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $188K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 12 filing years from 2013 to 2024
  • Contacts: How to reach this organization
  • Money network: 5 filed money-flow records
  • 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.

  • High — Sustainability: Total-asset coverage ratio scored 14/100.
  • Moderate — Sustainability: Operating margin scored 49/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 25/100.