Long Term Care Ombudsman Services of San Luis Obispo County (EIN 770026510) - 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

1978

Legal Domicile

Phone

8057850132

Tax Period

2024-07-01 to 2025-06-30

Long Term Care Ombudsman Services of San Luis Obispo County, founded in 1978, is a small nonprofit in the Health Care sector that reported $398K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Net assets of $816K represent 25 months of operating reserves.

Mission

THE PURPOSE OF LONG-TERM CARE OMBUDSMAN SERVICES IS PROMOTING THE HIGHEST POSSIBLE QUALITY OF LIFE AND CARE FOR ALL RESIDENTS IN LONG TERM CARE FACILITIES.

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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 $327,368

Program Service Revenue $0

Investment Income $70,242

Other Revenue $0

TOTAL REVENUE $397,610

Expense Breakdown

Grants Paid $0

Salaries & Benefits $287,895

Fundraising Expenses $0

Program Expenses $307,851

Other Expenses $99,343

TOTAL EXPENSES $387,238

Year-over-Year Comparison

	2024	2023	Change
Revenue	$397,610	$362,140	+0.1%
Expenses	$387,238	$422,754	-0.1%
Net Income	$10,372	$-60,614	-1.2%

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

$88,082

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Fred Munroe	President	3.00	Officer Director	$0	$0	$0
Jean Raymond	Vice-President	2.00	Officer Director	$0	$0	$0
Sara Bartlett	Secretary	2.00	Officer Director	$0	$0	$0
Jenny P Molinar	Treasurer	1.00	Officer Director	$0	$0	$0
Jim Haack	Member at Large	1.00	Director	$0	$0	$0
Shasta Brander	Member at Large	1.00	Director	$0	$0	$0
Ellen Calcagno	Member at Large	1.00	Director	$0	$0	$0
Craig Ames	Member at Large	1.00	Director	$0	$0	$0
Karen Jones	Executive Director	40.00	Officer	$88,082	$0	$88,082

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	$397,610	$387,238	$907,020	$10,372
2024	$362,140	$422,754	$929,541	$-60,614
2023	$334,240	$401,130	$1,033,385	$-66,890
2022	$347,846	$358,741	$921,304	$-10,895
2021	$317,325	$329,099	$1,118,034	$-11,774
2020	$288,115	$318,746	$980,907	$-30,631
2019	$234,596	$294,698	$1,032,591	$-60,102
2018	$189,215	$280,811	$1,084,499	$-91,596

Long Term Care Ombudsman Services of San Luis Obispo County