SAN LUIS OBISPO COUNTY HOUSING TRUST FUND (EIN 134243257) - Form 990 Financial Analysis & Trantor Score

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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

Principal Officer

JEFF ECKLES

Phone

8055435970

Tax Period

2023-01-01 to 2023-12-31

SAN LUIS OBISPO COUNTY HOUSING TRUST FUND, founded in 2003, is a community nonprofit in the Housing & Shelter sector that reported $2.4M in total revenue in fiscal year 2023. Revenue surged 206% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 70% operating margin.

Mission

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

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,480,203

Program Service Revenue $860,107

Investment Income $23,799

Other Revenue $0

TOTAL REVENUE $2,364,109

Expense Breakdown

Grants Paid $0

Salaries & Benefits $322,360

Fundraising Expenses $43,341

Program Expenses $476,935

Other Expenses $377,604

TOTAL EXPENSES $699,964

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,364,109	$771,392	+2.1%
Expenses	$699,964	$521,967	+0.3%
Net Income	$1,664,145	$249,425	+5.7%

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

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$155,736

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VICTORIA RELVA	CHAIR PRINCIPAL	2.00	Officer Director	$0	$0	$0
JOEL SNYDER	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JOE HOEFLICH	SECRETARY	2.00	Officer Director	$0	$0	$0
PAT ARNOLD	TREASURER	2.00	Officer Director	$0	$0	$0
NEIL AMARANTE	MEMBER	1.00	Director	$0	$0	$0
MATTHEW KENNEDY	MEMBER	1.00	Director	$0	$0	$0
RUSS LEVANWAY	MEMBER	1.00	Director	$0	$0	$0
JEFFERSON ECKLES	CEO	40.00	Officer	$136,509	$19,227	$155,736

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
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

SAN LUIS OBISPO COUNTY HOUSING TRUST FUND