SAN LUIS OBISPO CLASSICAL ACADEMY

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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

2006

Legal Domicile

Principal Officer

SUSAN THEULE

Phone

8055488700

Tax Period

2024-07-01 to 2025-06-30

SAN LUIS OBISPO CLASSICAL ACADEMY, founded in 2006, is a mid-sized nonprofit in the Education sector that reported $12.2M in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.9M, a strong 32% operating margin.

Mission

A PUBLIC BENEFIT CORP THAT PROVIDES A CLASSICAL EDUCATION MODEL TO THE COMMUNITIES WITHIN SAN LUIS OBISPO COUNTY AND SUPPORTS PARENTS IN THEIR EFFORTS TO EDUCATE THEIR CHILDREN.

Program Service Accomplishments

Program 1

Expenses: $7,121,745 Revenue: $5,754,201

TO CONDUCT CLASSES IN MATH, LANGUAGE, ARTS, HISTORY, SCIENCE AND OTHER ELECTIVES AT THE EARLY CHILDHOOD, ELEMENTARY, MIDDLE SCHOOL AND HIGH SCHOOL LEVELS AND TO WORK WITH PARENTS TO MONITOR STUDENTS'...

Program 2

Expenses: $84,498 Revenue: $161,097

TO PROVIDE MANAGEMENT SERVICES TO A RELATED ENTITY THRIFT STORE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $6,225,072

Program Service Revenue $5,848,240

Investment Income $53,647

Other Revenue $92,988

TOTAL REVENUE $12,219,947

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,958,130

Fundraising Expenses $368,470

Program Expenses $7,206,243

Other Expenses $3,340,402

TOTAL EXPENSES $8,365,510

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,219,947	$8,670,381	+0.4%
Expenses	$8,365,510	$6,510,996	+0.3%
Net Income	$3,854,437	$2,159,385	+0.8%

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

161

Volunteers

392

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

$219,668

Total Directors

$138,202

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN THEULE	PRESIDENT	40.00	Officer Director	$136,834	$1,368	$138,202
JILL TALLEY	SECRETARY	2.00	Officer Director	$0	$0	$0
SANDEE BECKERS	DIRECTOR - PART YEAR	2.00	Director	$0	$0	$0
STEVE ENGLISH	DIRECTOR	2.00	Director	$0	$0	$0
BRENDA ENNEY	DIRECTOR - PART YEAR	2.00	Director	$0	$0	$0
KENNETH MOORE	DIRECTOR	2.00	Director	$0	$0	$0
MARK OLSON	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER PIERCE	DIRECTOR	2.00	Director	$0	$0	$0
TIM RONDA	DIRECTOR	2.00	Director	$0	$0	$0
JOSH TANG	DIRECTOR	2.00	Director	$0	$0	$0
MIRANDA MARTINEZ	TREASURER	40.00	Officer	$81,466	$0	$81,466
AMANDA AINSWORTH	BUSINESS DIRECTOR	40.00	Highest	$117,879	$1,179	$119,058

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	$12,219,947	$8,365,510	$8,908,421	$3,854,437
2024	$8,670,381	$6,510,996	$4,050,886	$2,159,385
2023	$5,441,930	$5,732,924	$2,653,833	$-290,994
2022	$5,378,042	$4,989,908	$1,556,497	$388,134
2021	$4,169,726	$3,427,877	$1,177,103	$741,849
2020	$3,332,334	$3,135,927	$1,159,521	$196,407
2019	$3,238,567	$3,379,587	$567,226	$-141,020
2018	$2,701,802	$2,704,467	$605,516	$-2,665