SPIRIT OF SANTA PAULA (EIN 270005506) - 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

2002

Legal Domicile

Principal Officer

KAY WILSON-BOLTON

Phone

8053405025

Tax Period

2024-01-01 to 2024-12-31

SPIRIT OF SANTA PAULA, founded in 2002, is a community nonprofit in the Religion sector that reported $3.9M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $3.4M left a modest 13% surplus.

Mission

SERVE THE HOMELESS AND HUNGRY FAMILIES BY PROVIDING FOOD AND BASIC LIFE NECESSITIES AND BY PARTNERING WITH OTHER SOCIAL SERVICE AND GOVERNMENT AGENCIES FOR THE PURPOSE OF ENDING HOMELESSNESS, IMPROVING MENTAL HEALTH CONDITIONS, RESTORING FAMILY RELATIONSHIPS, AND PROVIDING HOPE AND EMOTIONAL SUPPORT OF HOMELESS AND HUNGRY PEOPLE.

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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 $3,840,384

Program Service Revenue $1,896

Investment Income $11,639

Other Revenue $3,695

TOTAL REVENUE $3,857,614

Expense Breakdown

Grants Paid $0

Salaries & Benefits $556,933

Fundraising Expenses $33,363

Program Expenses $2,372,789

Other Expenses $2,807,240

TOTAL EXPENSES $3,364,173

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,857,614	$4,153,489	-0.1%
Expenses	$3,364,173	$2,963,591	+0.1%
Net Income	$493,441	$1,189,898	-0.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAY WILSON-BOLTON	CFO	2.00	Officer Director	$0	$0	$0
NED BRANCH	Chairman	2.00	Officer Director	$0	$0	$0
NORMA SANFORD-PEREZ	Director	2.00	Officer Director	$0	$0	$0
DAN GOODWIN	Director	2.00	Officer Director	$0	$0	$0
JENNY ARANA	President	2.00	Officer Director	$0	$0	$0
JOHN KULWIEC	Director	2.00	Director	$0	$0	$0
VERNON ALSTOT	Director	2.00	Director	$0	$0	$0
LORISSA MAGDALENO	Secretary	2.00	Director	$0	$0	$0
JENNIE COOKSEY	Vice President	2.00	Director	$0	$0	$0
DAVID LIPPERT	Director	2.00	Director	$0	$0	$0
DR ROBERT EISNER	Director	2.00	Director	$0	$0	$0
DR BILL SIMMONS	Director	2.00	Director	$0	$0	$0
SUSAN KULWIEC	Director	2.00	Director	$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
2024	$3,857,614	$3,364,173	$3,426,185	$493,441
2023	$4,153,489	$2,963,591	$3,140,760	$1,189,898
2022	$3,600,489	$2,957,313	$1,881,064	$643,176
2022	$423,564	$279,753	$1,954,080	$143,811
2021	$2,027,020	$2,017,788	$1,178,684	$9,232
2020	$3,257,430	$2,224,972	$1,246,229	$1,032,458
2019	$750,423	$511,719	$242,905	$238,704

SPIRIT OF SANTA PAULA