2024-11-12T09:25:35-00:00 2023-12-31 834701792 Lewis Sharpstone & Co 5074 Tendilla Ave Woodland Hills CA 91364 990 2023-01-01 952150962 SAN LUIS OBISPO COUNTY EMPLOYEES' ASSOCIATION SANL 8055432021 1035 WALNUT ST SAN LUIS OBISPO CA 93401 TERESA COLLINS SECRETARY TREASURER 8055432021 2024-11-12 true LEWIS SHARPSTONE P02256953 8185701960 2024-11-12 X 2023 2024-10-15 13:58:12Z TERESA COLLINS 1035 WALNUT ST San Luis Obispo CA 93401 980272 false X WWW.SLOCEA.ORG X 1947 CA SAN LUIS OBISPO COUNTY EMPLOYEES ASSOCIATION SLOCEAS MISSION IS TO HAVE REPRESENTATION OF COUNTY EMPLOYEES REGARDING LABOR RELATED ISSUES. 12 12 5 35 0 0 760705 954445 -22803 10055 15598 12766 753500 977266 5478 5190 0 462715 490350 0 0 328523 342432 796716 837972 -43216 139294 1318813 1485826 3344 4746 1315469 1481080 THE ORGANIZATIONS MISSION IS TO HAVE REPRESENTATION OF COUNTY EMPLOYEES REGARDING LABOR RELATED ISSUES. false false THE ORGANIZATION REPRESENTS PUBLIC EMPLOYEES REGARDING LABOR RELATED ISSUES. THE ORGANIZATION PROVIDED CONSULTATION SERVICES TO 1,397 SLOCEA MEMBERS, RESOLVING AND CLOSING 70 MEMBER CASES. SLOCEA PARTICIPATED IN COLLECTIVE BARGAINING AND NEGOTIATED SUCCESSOR MEMORANDA OF UNDERSTANDING FOR EMPLOYEES IN 4 REPRESENTED UNITS WITHIN THE COUNTY OF SAN LUIS OBISPO. false false false true false false false false false true false false false true true true false false false false false false false false false false false true false false false false false false false false false false false false false false false true 34 0 5 true false false false false false false false false false X 12 12 false false false false true true true true true false false false true true true true true true false false X MARYANN LINHARES 8055432021 1035 WALNUT ST SAN LUIS OBISPO CA 93401 X THERESA SCHULTZ SENIOR LABOR REPRESENTATIVE 040.00 X 123843 0 26105 MARILYN A ROSSA THROUGH SEPT 2023 GENERAL MANAGER 040.00 X 130412 0 3750 EMILY LANDIS SEE SCHEDULE O SEE SCHEDULE O 040.00 X X 5625 1250 1200 NORMA DOMINGO DIRECTOR 001.00 X 0 0 0 ERIN STICH TO APR 2023 PRESIDENT 001.00 X X 0 0 0 MICHAEL BADALAMENTI SEE SCH O VICE PRESIDENT 001.00 X 0 0 0 TERESA COLLINS TREASURER / SECRETARY 001.00 X X 0 0 0 TIM FAES DIRECTOR 001.00 X 0 0 0 MICHELLE LOWE DIRECTOR 001.00 X 0 0 0 KELLY MICHEL DIRECTOR 001.00 X 0 0 0 BRODIE CHENOWTH TO FEB 2023 DIRECTOR 001.00 X 0 0 0 CAROL GILMER DIRECTOR 001.00 X 0 0 0 NATE LARSEN SEE SCH O PRESIDENT 001.00 X X 0 0 0 JULIA RICHARDSON TO JUL 2023 DIRECTOR 001.00 X 0 0 0 KATHLEEN CURTIS-AMES DIRECTOR 001.00 X 0 0 0 ROBERT ST CYR DIRECTOR 001.00 X 0 0 0 GARRETT FRICE TO APR 2023 DIRECTOR 001.00 X 0 0 0 ANGELA MCCORMICKGARCIA FROM SEP 202 DIRECTOR 001.00 X 0 0 0 MARK MCCULLOUGH FROM OCT 2023 DIRECTOR 001.00 X 0 0 0 ARLENE HERNANDEZ TAPIA FROM OCT 202 DIRECTOR 001.00 X 0 0 0 259880 1250 31055 2 false false false HAYES ORTEGA & SANCHEZ LLP 3625 RUFFIN ROAD SUITE 300 SAN DIEGO CA 92123 LEGAL SERVICES 131104 1 MEMBERSHIP DUES 900099 954445 954445 954445 9862 9862 12496 12496 12496 12496 3199 3006 193 193 193 MISCELLANEOUS INCOME 900099 270 270 270 977266 954715 22551 0 5190 0 0 142237 0 218351 53620 44375 31767 0 132703 34427 0 3033 23355 0 24702 8868 0 60665 0 0 18923 0 0 1600 16057 DUES AND SUBSCRIPTIONS 10299 MEMBERSHIP INFORMATION AND ACTIVITIES 7800 0 837972 1001129 1104997 30016 60032 56046 52436 3694 3610 281274 314487 2700 2700 1318813 1485826 3344 4746 3344 4746 X 1315469 1481080 1315469 1481080 1318813 1485826 139294 26317 X X false true X true false true true false false 56046 52436 3610 3610 Financial derivatives and other financial products Closely-held equity interests Federal income taxes EXCHANGES AND CREDIT CARDS PAYABLE 4746 4746 X 1000550 26317 26317 974233 3033 3033 977266 834939 834939 3033 3033 837972 X 2 ACCOUNTING PRINCIPLES REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND RECOGNIZE A TAX LIABILITY IF THE ASSOCIATION HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAIND UPON EXAMINATION BY A TAX AUTHORITY. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS PENDING. false SCHOLARSHIPS 17 5190 Part III Line 2 THIS NUMBER REPRESENTS THE NUMBER OF INDIVIDUALS WHO WERE ASSISTED. Part I Line 1b SLOCEA CAREFULLY SELECTS ITS GRANT RECIPIENTS BASED ON APPLICATIONS AND CRITERIA. ONCE THE FUNDS ARE DISBURSED, NO FURTHER MONITORING IS REQUIRED. Form 990, Part VI, Section A, Line 6 ACTIVE MEMBERS OF SAN LUIS OBISPO COUNTY EMPLOYEES ASSOCIATION, INC. WHO PAY FULL DUES HAVE THE RIGHT TO ELECT OFFICERS AND BOARD MEMBERS OF THE ASSOCIATION. ACTIVE MEMBERS CAN ALSO HOLD ANY OFFICE OR BOARD POSITION. Form 990, Part VI, Section A, Line 7a and 7b ACTIVE MEMBERS OF SAN LUIS OBISPO COUNTY EMPLOYEES ASSOCIATION, INC. WHO PAY FULL DUES HAVE THE RIGHT TO ELECT OFFICERS AND BOARD MEMBERS OF THE ASSOCIATION. ACTIVE MEMBERS CAN ALSO HOLD ANY OFFICE OR BOARD POSITION. Form 990, Part VI, Section B, Line 11B THE FINANCE COMMITTEE, WHICH IS SUBORDINATE TO THE GOVERNING BODY, RECEIVES AND REVIEWS COPIES OF THE FORM 990. IF THEIR REVIEW REVEALS ITEMS THEY FEEL SHOULD BE BROUGHT TO THE ATTENTION OF THE GOVERNING BODY, THE ITEMS ARE FORWARDED TO THE GOVERNING BODY. IF NOT, THE FORM 990 IS APPROVED BY THE FINANCE COMMITTEE, SIGNED AND FILED. Form 990, Part VI, Section B, Line 12C EVERY JANUARY, THE BOARD OF DIRECTORS REVIEWS, UPDATES AND SIGNS THE CONFLICT OF INTEREST POLICY. Form 990, Part VI, Section B, Line 15A BOARD MEMBERS SERVE ON A VOLUNTARY BASIS WITH NO COMPENSATION. COMPENSATION OF THE GENERAL MANAGER/EXECUTIVE DIRECTOR IS SIGNED AND APPROVED THROUGH AN EMPLOYMENT CONTRACT. THE GENERAL MANAGER/EXECUTIVE DIRECTOR IS RESPONSIBLE FOR THE COMPENSATION OF THE EMPLOYEES. COMPARABLE DATA IS USED IN THIS PROCESS. Form 990, Part VI, Section C, Line 19 SAN LUIS OBISPO COUNTY EMPLOYEES ASSOCIATION, INC,S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST, THE DOCUMENTS ARE LOCATED AT THE ASSOCIATIONS MAIN OFFICE AT 1035 WALNUT STREET, SAN LUIS OBISPO, CALIFORNIA 93401. Form 990, Part XII, Line 1 FORM 990 WAS PREPARED ON THE MODIFIED CASH BASIS OF ACCOUNTING. Form 990, Part VI, Section B, Line 15B THIS LINE IS ANSWERED NO SINCE THERE ARE NO OTHER OFFICERS AND KEY EMPLOYEES AS DEFINED IN THE FORM 990 INSTRUCTIONS THAT WERE COMPENSATED. Form 990, Part VII, Section A, Line 1A EMILY LANDIS, VICE PRESIDENT THROUGH MARCH 2023, BECAME PRESIDENT IN APRIL 2023 AND THEN VACATED THAT POSITION AND DEPARTED THE BOARD IN DECEMBER 2023 UPON ASSUMING THE POSITION OF EXECUTIVE DIRECTOR. Form 990, Part VII, Section A, Line 1A MICHAEL BADALAMENTI, DIRECTOR BECAME VICE PRESIDENT IN APRIL 2023 AND THEN DEPARTED FROM THE ORGANIZATION IN SEPTEMBER 2023. Form 990, Part VII, Section A, Line 1A NATE LARSEN, DIRECTOR THROUGH NOVEMBER 2023, BECAME PRESIDENT IN DECEMBER 2023.