2016-11-10T16:18:08-06:00 2016-06-30 262350873 CALIBER AUDIT & ATTEST LLP 265 SOUTH STREET SUITE A SAN LUIS OBISPO CA 93401 990 2015-07-01 770346861 PARTNERSHIP FOR THE CHILDREN OF SAN LUIS OBISPO COUNTY PART 8052385334 717 WALNUT DRIVE PASO ROBLES CA 93446 JON HOLLISTER PRESIDENT 8052385334 2016-11-09 1 KIMBERLYN SPILLER CPA P01491937 8058880200 2015 2017-02-10 21:41:12Z TOLOSA CHILDREN'S DENTAL CENTER JON HOLLISTER 717 WALNUT DRIVE PASO ROBLES CA 93446 1457007 0 X TOLOSACHILDRENSDENTAL.ORG X 1993 CA TO PROVIDE DENTAL SERVICES FOR UNDERPRIVILEGED CHILDREN IN SAN LUIS OBISPO COUNTY 8 8 30 13 0 0 147042 152122 1124748 1220239 -65 244 20411 47409 1292136 1420014 0 0 0 0 1007827 1018719 0 0 65942 351012 375561 1358839 1394280 -66703 25734 927255 988912 96544 132467 830711 856445 TO PROVIDE DENTAL SERVICES FOR UNDERPRIVILEGED CHILDREN IN SAN LUIS OBISPO COUNTY 0 0 1194690 1219864 PROVIDE DENTAL SERVICES TO UNDERPRIVILEDGED CHILDREN IN SAN LUIS OBISPO COUNTY. 1194690 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 1 30 1 0 0 0 0 0 1 1 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 CA X SUZANNE RUSSELL 8052385334 717 WALNUT DRIVE PASO ROBLES CA 93446 JON HOLLISTER DDS PRESIDENT 2.00 X X 0 0 0 JAMES TEDFORD MD VICE PRESIDENT 1.00 X X 0 0 0 CHUCK BRAUN TREASURER/SECRETARY 1.00 X X 0 0 0 THERESA ANSLEMOMPHBSDHRDH EXECUTIVE DIRECTOR 40.00 X X 0 0 0 GORDON EMPEY DMD MPH DIRECTOR 0.50 X 0 0 0 JAMES OATES DSS DIRECTOR 0.50 X 0 0 0 LAURIE TORGERSON DIRECTOR 0.30 X 0 0 0 DIANELA JOHNSON DIRECTOR 0.50 X 0 0 0 SUZANNE RUSSELL CLINIC DIRECTOR 45.00 X 67424 0 0 MARTIN DUNNE DDS EMPLOYEE-DENTIST 32.00 X 142649 0 0 ANDREA N LIVINGOOD DDS EMPLOYEE-DENTIST 40.00 X 179435 0 0 BARBARA NICHOLSON FORMER EXECUTIVE DIRECTOR 30.00 X 48555 0 0 438063 0 0 2 1 1 0 0 17915 29864 104343 26455 152122 PRODUCTION PROGRAM REV 621300 1220239 1220239 1220239 755 755 511 -511 -511 -511 83755 17915 36482 47273 47273 MISCELLANEOUS 621300 136 136 136 1420014 1219864 0 48028 118628 72882 45746 806742 806742 22983 20014 1712 1257 70366 60515 5629 4222 878 878 24277 24277 72750 72750 2981 2981 5290 1704 3586 11174 5587 5587 9000 9000 1144 1144 47478 40831 6490 157 18493 15286 2097 1110 DENTAL SUPPLIES 110927 110927 REPAIRS 15570 15570 JANITORIAL SERVICES 9305 9305 FUNDRAISING 9087 9087 37207 25315 10510 1382 1394280 1194690 133648 65942 45819 19676 495616 559302 21837 71450 70855 63608 2094 2641 566042 293807 291034 272235 927255 988912 66528 50372 15000 79950 15016 2145 96544 132467 X 830711 856445 830711 856445 927255 988912 25734 0 X 0 0 0 X 168169 123935 156990 147042 152122 748258 168169 123935 156990 147042 152122 748258 748258 3733 2658 1304 947 755 9397 757655 0.98760 0.99140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10921 324 11245 10226 100 1018 423 10921 9355 1000 -10 119 10226 288069 214258 73811 277973 79549 198424 272235 X PART V, LINE 4: EXPLANATION: THE ENDOWMENT FUND WAS HELD AND ADMINISTERED BY THE SAN LUIS OBISPO COUNTY COMMUNITY FOUNDATION. THE PRIMARY PURPOSE OF THE FUND WAS TO PROVIDE SUPPORT TO THE PARTNERSHIP FOR THE CHILDREN TO CARRY OUT ITS ROLE, MISSION AND CHARITABLE WORK AS DESCRIBED BY ITS GOVERNING DOCUMENTS. THE FUND WAS CLOSED DURING 2014. PART X, LINE 2: THE ORGANIZATION'S ACTIVITIES ARE GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA FRANCHISE TAX CODE. SINCE THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAX LIABILITY, NO PROVISION IS MADE FOR CURRENT OR DEFERRED INCOME TAX EXPENSE. THE ORGANIZATION IS NOT A PRIVATE FOUNDATION. MANAGEMENT IS NOT AWARE OF ANY TRANSACTIONS THAT WOULD IMPACT THE ORGANIZATION'S TAX-EXEMPT STATUS. FOR THE YEAR ENDED JUNE 30, 2016, MANAGEMENT OF THE ORGANIZATION IS NOT AWARE OF ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE ACCOUNTED FOR IN THE FINANCIAL STATEMENTS UNDER THE PRINCIPLES OF THE INCOME TAXES TOPIC OF THE FASB (ASC). THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE. ALL TAX EXEMPT ENTITIES ARE SUBJECT TO REVIEW AND AUDIT BY FEDERAL, STATE AND OTHER APPLICABLE AGENCIES. SUCH AGENCIES MAY REVIEW THE TAXABILITY OF UNRELATED BUSINESS INCOME, OR THE QUALIFICATION OF THE TAX-EXEMPT ENTITY UNDER THE INTERNAL REVENUE CODE AND APPLICABLE STATE STATUTES. SUNSET BBQ 70255 2975 67280 25005 0 7375 1100 2455 OPERATION HEALTHY SMILES 26940 14940 12000 243 1 4475 4475 304 101670 17915 83755 25005 7375 1100 3002 36482 47273 0 0 0 0 0 0 0 0 0 ANDREA N LIVINGOOD DDS EMPLOYEE-DENTIST 179435 0 0 0 0 0 0 0 0 0 179435 0 0 0 BARBARA NICHOLSON FORMER EXECUTIVE DIRECTOR 48555 0 0 0 0 0 0 0 0 0 48555 0 0 0 X CERTIFICATES 38 21650 FAIR MARKET VALUE X GIFT BASKETS AND WINE 15 4805 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 KEY OFFICERS OF THE ORGANIZATION REVIEW THE TAX RETURN BEFORE SIGNING AND FILING FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS MONITORED ANNUALLY AND INTERESTED PARTIES WOULD REPORT ANY POTENTIAL CONFLICTS AS THEY SHOULD ARISE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICIAL: THE EXECUTIVE COMMITTEE PERFORMS AN ANNUAL REVIEW AND SALARY REVIEW FOR THE ORGANIZATION'S CLINIC DIRECTOR AND EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 18 DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE FOR PUBLIC INSPECTION VIA MONTHLY PUBLIC BOARD MEETINGS AND UPON REQUEST.