SAN LUIS REY MISSION INDIAN FOUNDATION (EIN 330692723) - 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

2003

Legal Domicile

Phone

7607248505

Tax Period

2023-07-01 to 2024-06-30

SAN LUIS REY MISSION INDIAN FOUNDATION, founded in 2003, is a small nonprofit in the Arts, Culture & Humanities sector that reported $522K in total revenue in fiscal year 2023. The organization ran a surplus of $469K, a strong 90% operating margin.

Mission

Develop and fund programs for the benefit of the San Lis Rey Band of Mission Indians. Purpose is exclusively educational and charitable and to secure and distribute contributions from individuals, corporations, foundations and public entities.

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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 (2023)

Revenue Breakdown

Contributions & Grants $533,903

Program Service Revenue $0

Investment Income $184

Other Revenue $-12,406

TOTAL REVENUE $521,681

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $45,812

Program Expenses $0

Other Expenses $53,176

TOTAL EXPENSES $53,176

Year-over-Year Comparison

	2023	2022	Change
Revenue	$521,681	N/A	N/A
Expenses	$53,176	N/A	N/A
Net Income	$468,505	$0	N/A

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

N/A

Employees

N/A

Volunteers

100

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
Melvin Vernon	Captain	20		$0	$0	$0
Carrie Lynn Lopez	Executive Director	20		$0	$0	$0
Carmen Mojado	Secretary	10	Officer	$0	$0	$0
Charlotte Herrera	Secretary of the Treasury	20	Officer	$0	$0	$0
Roberta Estrada	Officer	10	Officer	$0	$0	$0
Bobby John Garcia	Officer	0	Officer	$0	$0	$0
Mary Lou Beltran	Officer	10	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	$521,681	$53,176	$468,505	$468,505

SAN LUIS REY MISSION INDIAN FOUNDATION