2025-11-06T18:01:28-06:00 2024-12-31 760722072 FOUMBERG JUNEJA ROCHER & CO PC 16311 VENTURA BLVD SUITE 1180 ENCINO CA 91436 990 2024-01-01 952150962 SAN LUIS OBISPO COUNTY EMPLOYEES' ASSOCIATION SANL 8055432021 1035 WALNUT ST SAN LUIS OBISPO CA 93401 NATE LARSEN PRESIDENT 8055432021 2025-10-03 1 MARK A LUCHT CPA P00112942 8189816100 2025-10-03 2024 2025-03-06 01:10:19Z NATE LARSEN 1035 WALNUT ST SAN LUIS OBISPO CA 93401 1204947 0 X WWW.SLOCEA.ORG X 1947 CA SAN LUIS OBISPO COUNTY EMPLOYEES ASSOCIATION (SLOCEA)'S MISSION IS TO HAVE REPRESENTATION OF COUNTY EMPLOYEES REGARDING LABOR RELATED ISSUES. 12 12 4 35 0 0 0 1180390 954445 0 10055 9738 12766 14819 977266 1204947 5190 60960 0 0 490350 524414 0 0 0 342432 361726 837972 947100 139294 257847 1485826 1760647 4746 4508 1481080 1756139 THE ORGANIZATION'S MISSION IS TO HAVE REPRESENTATION OF COUNTY EMPLOYEES REGARDING LABOR RELATED ISSUES. 0 0 THE ORGANIZATION REPRESENTS PUBLIC EMPLOYEES REGARDING LABOR RELATED ISSUES. THE ORGANIZATION PROVIDED A TOTAL OF 2,200 CONSULTATIONS ACROSS 25 DEPARTMENTS OR AGENCIES, INCLUDING 1,581 CASE CONSULTS, AND SUCCESSFULLY RESOLVED AND CLOSED 100 MEMBER CASES. SLOCEA PARTICIPATED IN COLLECTIVE BARGAINING AND NEGOTIATED SUCCESSOR MEMORANDA OF UNDERSTANDING FOR EMPLOYEES IN 2 REPRESENTED UNITS WITHIN THE COUNTY OF SAN LUIS OBISPO. 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 29 0 4 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 1 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 X MARYANN LINHARES 8055432021 1035 WALNUT ST SAN LUIS OBISPO CA 93401 X NATE LARSEN PRESIDENT 2.00 0.00 X X 0 0 0 NORMA DOMINGO VICE PRESIDENT (SEE SCH. O) 0.50 0.00 X X 0 0 0 TERESA COLLINS SECRETARY/TREASURER 0.50 0.00 X X 0 0 0 JEANNETTE SAENZ DIRECTOR (FROM 05/2024) 0.50 0.00 X 0 0 0 MARK MCCULLOUGH DIRECTOR 0.50 0.00 X 0 0 0 KELLY MICHEAL DIRECTOR (TO 11/2024) 0.50 0.00 X 0 0 0 ANGELA MCCORMICKGARCIA DIRECTOR (TO 10/2024) 0.50 0.00 X 0 0 0 KATYA GOODMAN DIRECTOR (FROM 1/2024) 0.50 0.00 X 0 0 0 TIM FAES DIRECTOR 0.50 0.00 X 0 0 0 ROBERT ST CYR DIRECTOR 0.50 0.00 X 0 0 0 MICHELLE LOWE DIRECTOR (TO 06/2024) 0.50 0.00 X 0 0 0 KATHLEEN CURTIS AMES DIRECTOR 0.50 0.00 X 0 0 0 CAROL GILMER DIRECTOR 0.50 0.00 X 0 0 0 ARLENE HERNANDEZ-TAPIA DIRECTOR 0.50 0.00 X 0 0 0 RYAN BARNEY DIRECTOR (FROM 06/2024) 0.50 0.00 X 0 0 0 EMILY LANDIS EXECUTIVE DIRECTOR 40.00 0.00 X 135500 0 26689 THERESA SCHULTZ SENIOR LABOR REPRESENTATIVE 40.00 0.00 X 129140 0 42371 264640 0 69060 2 0 1 0 0 1130390 50000 1180390 9738 9738 14768 0 14768 14768 14768 MISCELLANEOUS 900099 51 51 51 1204947 51 0 24506 60960 162189 235830 47328 45000 34067 133996 36142 3294 28349 20851 11267 68461 19099 1686 9674 MEMBERSHIP INFORMATION 21596 DUES AND SUBSCRIPTIONS 7311 947100 1104997 1132983 60032 280265 58025 54120 3610 3905 314487 340794 2700 2700 1485826 1760647 4746 4508 4746 4508 X 1481080 1756139 1481080 1756139 1485826 1760647 257847 17212 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 58025 54120 3905 3905 EXCHANGES AND CREDIT CARDS PAYABLE 4508 4508 X 1218865 17212 17212 1201653 3294 3294 1204947 943806 0 943806 3294 3294 947100 PART X, LINE 2: THE ASSOCIATION HAS RECEIVED TAX-EXEMPT STATUS FROM FEDERAL GOVERNMENT UNDER INTERNAL REVENUE CODE SECTION 501(C)(5) AND THE STATE OF CALIFORNIA UNDER REVENUE AND TAXATION CODE SECTION 23701(A); THEREFORE, NO PROVISION FOR FEDERAL AND STATE INCOME TAX MADE. ACCOUNTING PRINCIPLES REQUIRE ASSOCIATION 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 SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 SUMMER CAMP 71 51000 SCHOLARSHIPS 23 9960 PART I, LINE 2: SLOCEA CAREFULLY SELECTS ITS GRANT RECIPIENTS BASED ON APPLICATIONS AND CRITERIA. ONCE THE FUNDS ARE DISBURSED, NO FURTHER MONITORING IS REQUIRED. PART III LINE 2: THIS NUMBER REPRESENTS THE NUMBER OF INDIVIDUALS WHO WERE ASSISTED. 0 0 0 THERESA SCHULTZ SENIOR LABOR REPRESENTATIVE 129140 0 0 0 0 0 27371 0 15000 0 171511 0 0 0 EMILY LANDIS EXECUTIVE DIRECTOR 135500 0 0 0 0 0 11689 0 15000 0 162189 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 DURING 2024, THE ORGANIZATION MADE CONSEQUENTIAL AMENDMENTS TO ITS BYLAWS. KEY CHANGES INCLUDED THE ELIMINATION OF OUTDATED MEMBERSHIP CATEGORIES, REVISIONS TO THE PROCESS FOR MEMBER AND OFFICER REMOVAL TO IMPROVE CONFIDENTIALITY AND GOVERNANCE CLARITY, UPDATES TO DUES PAYMENT PROCEDURES, RESTRUCTURING OF COLLECTIVE BARGAINING NEGOTIATION TEAMS AND PROCESSES, AND THE ADDITION OF PROVISIONS RELATED TO TEMPORARY EMPLOYEES TO ALIGN WITH LEGAL REQUIREMENTS (AB 1484). SEVERAL SECTIONS WERE REORGANIZED OR CONSOLIDATED FOR IMPROVED CLARITY, AND LANGUAGE WAS UPDATED THROUGHOUT FOR CONSISTENCY AND READABILITY. 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 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 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 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 ASSOCIATION'S MAIN OFFICE AT 1035 WALNUT STREET, SAN LUIS OBISPO, CALIFORNIA 93401. 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: NORMA DOMINGO WAS A DIRECTOR AND BECAME VICE PRESIDENT ON JANUARY 2024. FORM 990, PART XII, LINE 1: FORM 990 WAS PREPARED ON THE MODIFIED CASH BASIS OF ACCOUNTING. FORM 990, PART XII, LINE 2C: THE PROCESS HAS REMAINED THE SAME AS PRIOR YEAR.