1. Directory
  2. California
  3. San Luis Obispo
  4. SLO Credit Union
EIN 95-6062634

SLO Credit Union

IRS 501(c) type
501(c)(14)
Num. employees
5
City
San Luis Obispo
State
California
Year formed
1953
Most recent tax filings
2022-12-01
NTEE code, primary
W60: Financial Institutions, Credit Unions
Description
SLO Credit Union serves as a non-profit, state-chartered, natural person credit union with a mission to provide competitive financial services to its members. It offers deposit and loan accounts to 1,611 members while providing low-cost sources of credit and financial services. Additionally, it acts as a reliable source for member savings and checking account needs.
Related structure
SLO Credit Union is child organization, under the parent exemption from Credit Unions in the State of California.
Total revenues
$990,671
2022
Total expenses
$865,350
2022
Total assets
$37,323,013
2022
Num. employees
5
2022

Program areas at SLO Credit Union

Provided deposit and loan accounts to 1,611 members. Provided low cost source of credit and low cost financial services to our members. Provided source for member savings and checking account needs.

Personnel at SLO Credit Union

NameTitleCompensation
Donna SeversChief Executive Officer$99,500
Dane SmithChief Financial Officer$78,323
Emilie de Vera-JonesOperations Manager$62,752
Suzanne LeedalePast Chief Executive Officer$102,471

Financials for SLO Credit Union

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$617,128
Investment income and dividends$326,721
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$46,822
Total revenues$990,671

Form 990s for SLO Credit Union

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-15990View PDF
2021-122022-11-14990View PDF
2020-122021-11-10990View PDF
2019-122021-06-08990View PDF
2018-122020-02-03990View PDF
...and 10 more Form 990s
Data update history
December 29, 2023
Posted financials
Added Form 990 for fiscal year 2022
December 29, 2023
Updated personnel
Identified 1 new personnel
July 15, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 30, 2023
Posted financials
Added Form 990 for fiscal year 2020
June 28, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Credit unionsChapter / child organizations
Issues
No issues found
Characteristics
State / local level
General information
Address
1220 Osos St
San Luis Obispo, CA 93401
Metro area
San Luis Obispo-Paso Robles, CA
County
San Luis Obispo County, CA
Website URL
slocu.com/ 
Phone
(805) 543-5839
IRS details
EIN
95-6062634
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1953
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
W60: Financial Institutions, Credit Unions
NAICS code, primary
522130: Credit Unions
Parent/child status
Child within group exemption
Free account sign-up

Want updates when SLO Credit Union has new information, or want to find more organizations like SLO Credit Union?

Create free Cause IQ account
Cause IQ is a website that helps companies grow, maintain, and serve their nonprofit clients, and helps nonprofits find additional foundation funding. Our data and tools help professionals prospect for nonprofits, research opportunities, benchmark their clients, and enrich existing information.
Nonprofits
Product
Customers
About

© 2024 Nonprofit Metrics LLC
Terms of Service and Privacy Policy