HOMELESS FOUNDATION OF SAN LUIS OBISPO (EIN 300811413) - 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

2014

Legal Domicile

Principal Officer

JOHN SPATAFORE

Phone

8055416166

Tax Period

2018-03-01 to 2019-02-28

HOMELESS FOUNDATION OF SAN LUIS OBISPO, founded in 2014, is a micro nonprofit that reported $37K in total revenue in fiscal year 2018. Revenue surged 539% from the prior year, signaling strong growth momentum. Expenses of $1.4M exceeded revenue, resulting in a 3738% operating deficit.

Mission

TO PROVIDE FUNDING FOR FACILITIES, EDUCATION FOR THE COMMUNITY REGARDING HOMELESS ISSUES.

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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 (2018)

Revenue Breakdown

Contributions & Grants $35,326

Program Service Revenue $0

Investment Income $1,897

Other Revenue $0

TOTAL REVENUE $37,223

Expense Breakdown

Grants Paid $1,426,989

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,426,989

Other Expenses $1,464

TOTAL EXPENSES $1,428,453

Year-over-Year Comparison

	2018	2017	Change
Revenue	$37,223	$5,822	+5.4%
Expenses	$1,428,453	$933,246	+0.5%
Net Income	$-1,391,230	$-927,424	+0.5%

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

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
JOHN SPATAFORE	PRESIDENT	8.00	Officer Director	$0	$0	$0
ROY RAWLINGS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
DIANE CLAUSEN	TREASURER	1.00	Officer Director	$0	$0	$0
DAVE COX	DIRECTOR	1.00	Director	$0	$0	$0
JULIAN CROCKER	DIRECTOR	1.00	Director	$0	$0	$0
JIM FAMALETTE	DIRECTOR	1.00	Director	$0	$0	$0
JIM GRANT	DIRECTOR	1.00	Director	$0	$0	$0
ERMINA KARIM	DIRECTOR	1.00	Director	$0	$0	$0
ASHLIE C LESLIE	DIRECTOR	1.00	Director	$0	$0	$0
PAULA MCGRATH	DIRECTOR	1.00	Director	$0	$0	$0
LISA MUMFORD	DIRECTOR	1.00	Director	$0	$0	$0
DOMINIC TARTAGLIA	DIRECTOR	1.00	Director	$0	$0	$0
BILL THOMA	DIRECTOR	1.00	Director	$0	$0	$0
ED VALENTINE	DIRECTOR	1.00	Director	$0	$0	$0
STACEY WHITE	DIRECTOR	1.00	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
2019	$37,223	$1,428,453	No data	$-1,391,230

HOMELESS FOUNDATION OF SAN LUIS OBISPO