Fiduciary Properties Inc

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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

2015

Legal Domicile

Principal Officer

Scott Darling

Phone

2132335700

Tax Period

2018-01-01 to 2018-12-31

Fiduciary Properties Inc, founded in 2015, is a community nonprofit that reported $3.3M in total revenue in fiscal year 2018. Revenue fell 57% from the prior year — a significant decline worth monitoring.

Mission

Manage San Luis Obispo County Pension Trust's direct real estate holdings.

Program Service Accomplishments

Program 1

Entity manages real estate holdings of the San Luis Obispo County Pension Trust and collects income, pays expenses and submits the excess of income over expenses to the San Luis Obispo County Pension...

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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 $0

Program Service Revenue $0

Investment Income $2,882,250

Other Revenue $375,233

TOTAL REVENUE $3,257,483

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2018	2017	Change
Revenue	$3,257,483	$7,600,197	-0.6%
Expenses	N/A	N/A	N/A
Net Income	N/A	$7,600,197	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

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
Stanley L Iezman	Chairman & CEO	1.00	Officer Director	$0	$0	$0
Scott Darling	President & Secretary	1.00	Officer Director	$0	$0	$0
Kirk Helgeson	EVP/EMD, Investments	1.00	Officer 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
2018	$3,257,483	No data	$7,033,166	No data