SAN LUIS OBISPO COUNTY VISITORS AND CONFERENCE BUREAU (EIN 770221126) - 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

1986

Legal Domicile

Principal Officer

ANNIE BRAUNSCHWEIG

Phone

8055418000

Tax Period

2024-07-01 to 2025-06-30

SAN LUIS OBISPO COUNTY VISITORS AND CONFERENCE BUREAU, founded in 1986, is a community nonprofit that reported $9.3M in total revenue in fiscal year 2024.

Mission

TO INSPIRE TRAVEL AND FOSTER OUR UNIQUE EXPERIENCES TO CREATE LIFE-LONG AMBASSADORS AND ECONOMIC GROWTH FOR SAN LUIS OBISPO COUNTY.

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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 $9,001,853

Investment Income $19,949

Other Revenue $312,710

TOTAL REVENUE $9,334,512

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,662,044

Fundraising Expenses $0

Other Expenses $6,589,533

TOTAL EXPENSES $9,251,577

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,334,512	$9,030,993	+0.0%
Expenses	$9,251,577	$10,084,905	-0.1%
Net Income	$82,935	$-1,053,912	-1.1%

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

$682,331

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK EADS	CHAIR	2.00	Officer Director	$0	$0	$0
AARON GRAVES	FORMER CHAIR	2.00	Officer Director	$0	$0	$0
AMAR SOHI	VICE CHAIR	2.00	Officer Director	$0	$0	$0
CLINT PEARCE	SECRETARY	2.00	Officer Director	$0	$0	$0
HEMANT PATEL	TREASURER	2.00	Officer Director	$0	$0	$0
JEDIDIAH BICKEL	DIRECTOR	1.00	Director	$0	$0	$0
BRYAN BONELLI	DIRECTOR	1.00	Director	$0	$0	$0
SEAN DASMANN	DIRECTOR	1.00	Director	$0	$0	$0
JIM HAMILTON	DIRECTOR	1.00	Director	$0	$0	$0
TONI LEGRAS-PRICE	DIRECTOR	1.00	Director	$0	$0	$0
HAMISH MARSHALL	DIRECTOR	1.00	Director	$0	$0	$0
NIPOOL PATEL	DIRECTOR	1.00	Director	$0	$0	$0
PRAGNA PATEL	DIRECTOR	1.00	Director	$0	$0	$0
VICTOR POPP	DIRECTOR	1.00	Director	$0	$0	$0
BRITTEN SHUFORD	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY WALKER	DIRECTOR	1.00	Director	$0	$0	$0
ANNIE BRAUNSCHWEIG	CHIEF FINANCIAL OFFICER	40.00	Officer	$249,762	$28,291	$278,053
CATHY CARTIER	CMO & INCOMING CEO/PRES	40.00	Officer	$338,342	$65,936	$404,278
LISA BELSANTI	DIRECTOR OF COMMUNICATION	40.00	Highest	$153,983	$20,532	$174,515
KRISTEN CARLSON	DIRECTOR OF SALES	40.00	Highest	$111,673	$15,913	$127,586
MATTHEW HALVORSON	DIRECTOR OF MARKETING	40.00	Highest	$116,049	$16,269	$132,318
EMILY RUDGE	EXECUTIVE ASSISTANT	40.00	Highest	$105,908	$15,571	$121,479

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	$9,334,512	$9,251,577	$7,406,625	$82,935
2024	$9,030,993	$10,084,905	$7,091,652	$-1,053,912
2023	$9,472,253	$10,450,459	$8,101,365	$-978,206
2022	$9,818,447	$8,391,422	$7,302,521	$1,427,025
2021	$7,360,221	$4,467,416	$5,932,687	$2,892,805
2020	$3,654,276	$3,759,871	$2,313,417	$-105,595
2019	$4,625,959	$4,337,745	$2,731,255	$288,214

SAN LUIS OBISPO COUNTY VISITORS AND CONFERENCE BUREAU