San Luis Obispo Wesley Community (EIN 770025674) - 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

1966

Legal Domicile

Phone

8052340853

Tax Period

2024-07-01 to 2025-06-30

San Luis Obispo Wesley Community, founded in 1966, is a micro nonprofit that reported $82K in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $40K, a strong 49% operating margin.

Mission

To operate a college student cooperative Christian faith-based housing and higher education campus ministry.

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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 $0

Program Service Revenue $67,912

Investment Income $14,219

Other Revenue $215

TOTAL REVENUE $82,346

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $37,292

Other Expenses $42,074

TOTAL EXPENSES $42,074

Year-over-Year Comparison

	2024	2023	Change
Revenue	$82,346	$57,832	+0.4%
Expenses	$42,074	$64,110	-0.3%
Net Income	$40,272	$-6,278	-7.4%

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
Paula Hulet	President	3.00	Officer Director	$0	$0	$0
Daniel Cheung	Treasurer	2.00	Officer Director	$0	$0	$0
David Mitchell	Secretary	0.50	Officer Director	$0	$0	$0
Amber Schmidt	House Represent	2.00	Director	$0	$0	$0
Mark Sturgess	Director	0.50	Director	$0	$0	$0
Terry Roberts	Director	0.50	Director	$0	$0	$0
Hal Cota	Director	0.50	Director	$0	$0	$0
Madeline Mumford	House Represent	2.00	Director	$0	$0	$0
Ever Krohn	House Represent	2.00	Director	$0	$0	$0
Abby McLean	Director	0.50	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
2025	$82,346	$42,074	$680,644	$40,272
2024	$57,832	$64,110	$641,546	$-6,278
2023	$56,188	$37,240	$606,547	$18,948
2022	$44,693	$31,699	$268,882	$12,994
2019	$72,783	$51,359	$565,564	$21,424

San Luis Obispo Wesley Community