SAN LUIS OBISPO ARCHAEOLOGICAL SOCIETY (EIN 237433905) - 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

1970

Legal Domicile

Phone

8312276997

Tax Period

2022-01-01 to 2022-12-31

SAN LUIS OBISPO ARCHAEOLOGICAL SOCIETY, founded in 1970, is a micro nonprofit that reported $25K in total revenue in fiscal year 2022. Revenue fell 63% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $21K, a strong 83% operating margin.

Mission

(1) Educate public about archeology in this region,(2) Promote conservation of archaeological sites, collections, records,(3) Maintain a Library,(4) Encourage adoption of historic preservation legal requirements and guidelines.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $24,594

Investment Income $892

Other Revenue $0

TOTAL REVENUE $25,486

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $4,236

TOTAL EXPENSES $4,236

Year-over-Year Comparison

	2022	2021	Change
Revenue	$25,486	$68,912	-0.6%
Expenses	$4,236	$2,722	+0.6%
Net Income	$21,250	$66,190	-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

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUG JENZEN	President	4.00	Officer	$0	$0	$0
LUTHER BERTRANDO	Vice President	8.00	Officer	$0	$0	$0
EMMA COOK	Treasurer	8.00	Officer	$0	$0	$0
SARAH NICCHITA	Secretary	4.00	Officer	$0	$0	$0
BESTY BERTRANDO	N/A	0.00		$0	$0	$0
ERINE ENRIGHT	N/A	0.00		$0	$0	$0
KAITE MCKENDRY	N/A	0.00		$0	$0	$0
ANN MUNNS	N/A	0.00		$0	$0	$0
BLAIZE UVA	N/A	0.00		$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
2022	$25,486	$4,236	$641,397	$21,250
2021	$68,912	$2,722	$624,988	$66,190

SAN LUIS OBISPO ARCHAEOLOGICAL SOCIETY