Fair Trade San Luis Obispo (EIN 208982199) - 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

2009

Legal Domicile

Principal Officer

Laura Mullen

Phone

8055941220

Tax Period

2024-01-01 to 2024-12-31

Fair Trade San Luis Obispo, founded in 2009, is a small nonprofit in the International Affairs sector that reported $454K in total revenue in fiscal year 2024.

Mission

Support Worldwide Relief and Development Programs

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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 $5,872

Program Service Revenue $0

Investment Income $4,392

Other Revenue $443,871

TOTAL REVENUE $454,135

Expense Breakdown

Grants Paid $0

Salaries & Benefits $277,421

Fundraising Expenses $0

Program Expenses $453,903

Other Expenses $176,482

TOTAL EXPENSES $453,903

Year-over-Year Comparison

	2024	2023	Change
Revenue	$454,135	$442,857	+0.0%
Expenses	$453,903	$443,090	+0.0%
Net Income	$232	$-233	-2.0%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sharon Juhnke	Director	4.00	Director	$0	$0	$0
Jackie Parker	Director	5.00	Director	$0	$0	$0
Debby Nicklas	Director	1.00	Director	$0	$0	$0
Julie Rodewald	Director	1.00	Director	$0	$0	$0
Theresa Monday	Director	2.00	Director	$0	$0	$0
Ariana Spaulding	Director	2.00	Director	$0	$0	$0
Michelle Patrick	Director	2.00	Director	$0	$0	$0
Laura Mullen	President	5.00	Officer	$0	$0	$0
Joan Parker	Treasurer	2.00	Officer	$0	$0	$0
Ilona Shakibnia	Secretary	5.00	Officer	$0	$0	$0

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	No data	No data	No data	No data
2024	$454,135	$453,903	$484,990	$232
2023	$442,857	$443,090	$455,145	$-233
2022	$426,639	$394,825	$431,929	$31,814
2021	$384,260	$285,452	$391,444	$98,808
2020	$212,977	$204,594	$261,812	$8,383
2019	$214,594	$205,130	$254,759	$9,464
2018	$209,426	$194,283	$235,846	$15,143

Fair Trade San Luis Obispo