SAN LUIS OBISPO COUNTY HOUSING TRUST FUND

EIN: 134243257 501(c)(3) Housing & Shelter

SAN LUIS OBISPO, CA

Total Revenue
$3,022,871
Total Expenses
$1,056,693
Total Assets
$31,613,836
Net Assets
$22,236,614
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2003
Legal Domicile
CA
Principal Officer
JEFF ECKLES
Phone
8055435970
Tax Period
2025-01-01 to 2025-12-31

SAN LUIS OBISPO COUNTY HOUSING TRUST FUND, founded in 2003, is a community nonprofit in the Housing & Shelter sector that reported $3.0M in total revenue in fiscal year 2025. Revenue fell 65% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $2.0M, a strong 65% operating margin.

Mission

INCREASE THE SUPPLY OF AFFORDABLE HOUSING IN SAN LUIS OBISPO COUNTY.

Program Service Accomplishments

Program 1
Expenses: $799,907 Revenue: $1,053,958

PROVIDE FINANCING AND TECHNICAL ASSISTANCE TO CREATE AND PRESERVEAFFORDABLE HOUSING FOR LOWER AND MODERATE INCOME HOUSEHOLDS AND PEOPLE WITH DISABILITIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $1,747,510
Program Service Revenue $1,053,958
Investment Income $221,403
Other Revenue $0
TOTAL REVENUE $3,022,871

Expense Breakdown

Grants Paid $0
Salaries & Benefits $463,197
Fundraising Expenses $55,051
Program Expenses $799,907
Other Expenses $593,496
TOTAL EXPENSES $1,056,693

Year-over-Year Comparison

2025 2024 Change
Revenue $3,022,871 $8,630,087 -0.6%
Expenses $1,056,693 $1,023,006 +0.0%
Net Income $1,966,178 $7,607,081 -0.7%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

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Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
7
Independent Members
7
Employees
3
Volunteers
15

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$170,124
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PAT ARNOLD CHAIR PRINCIPAL 2.00
Officer Director
$0 $0 $0
RUSS LEVANWAY VICE CHAIR 2.00
Officer Director
$0 $0 $0
JOEL SNYDER SECRETARY 2.00
Officer Director
$0 $0 $0
NEIL AMARANTE TREASURER 2.00
Officer Director
$0 $0 $0
MATTHEW KENNEDY MEMBER 1.00
Director
$0 $0 $0
JILL BOLSTER-WHITE MEMBER 1.00
Director
$0 $0 $0
HANNAH THANOM MEMBER 1.00
Director
$0 $0 $0
JEFFERSON ECKLES CEO 40.00
Officer
$170,124 $0 $170,124
KATHY MCCLENATHEN DEPUTY DIRECTOR 40.00
Highest
$117,998 $21,643 $139,641
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $3,022,871 $1,056,693 $31,613,836 $1,966,178
2024 No data No data No data No data
2023 $2,364,109 $699,964 $21,684,022 $1,664,145
2022 $771,392 $521,967 $19,431,798 $249,425
2021 $2,647,553 $532,914 $16,394,714 $2,114,639
2020 $2,172,436 $569,164 $14,858,760 $1,603,272
2019 $668,203 $583,068 $13,672,578 $85,135
2018 $1,710,672 $444,547 $13,337,762 $1,266,125
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