COURT APPOINTED SPECIAL ADVOCATES OF SAN LUIS OBISPO COUNTY INC (EIN 770316227) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Legal Domicile

Principal Officer

MARINA BERNHEIMER

Phone

8055416542

Tax Period

2023-07-01 to 2024-06-30

COURT APPOINTED SPECIAL ADVOCATES OF SAN LUIS OBISPO COUNTY INC is a community nonprofit in the Civil Rights & Advocacy sector that reported $1.6M in total revenue in fiscal year 2023. Expenses of $1.5M left a modest 6% surplus.

Mission

The mission of San Luis Obispo CASA (SLO CASA) is to advocate for the best interests of abused and neglected children within the dependency court system. CASA recruits, trains, and supervises volunteers who advocate for this vulnerable population with the goal of ensuring that every child grows up in a safe, nurturing, and permanent home.

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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 $1,485,434

Program Service Revenue $38,511

Investment Income $32,451

Other Revenue $58,852

TOTAL REVENUE $1,615,248

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,110,799

Fundraising Expenses $212,199

Program Expenses $1,104,672

Other Expenses $399,608

TOTAL EXPENSES $1,510,407

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,615,248	$1,680,584	0.0%
Expenses	$1,510,407	$1,384,485	+0.1%
Net Income	$104,841	$296,099	-0.6%

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

219

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
GILBERT STORK	PRESIDENT	2.00	Officer Director	$0	$0	$0
SUZY DA SILVA HAMILTON	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
KAREN HEISINGER	SECRETARY	2.00	Officer Director	$0	$0	$0
KIRK VAUGHN	TREASURER	2.00	Officer Director	$0	$0	$0
BRET COLHOUER	MEMBER	2.00	Director	$0	$0	$0
DILLON MCGILL	MEMBER	2.00	Director	$0	$0	$0
EMILY LOPEZ	MEMBER	2.00	Director	$0	$0	$0
KELLI BLACKBURN	MEMBER	2.00	Director	$0	$0	$0
NICK HEBERT	MEMBER	2.00	Director	$0	$0	$0
RUDY BACHMANN	MEMBER	2.00	Director	$0	$0	$0
THOMAS ANDERSON	MEMBER	2.00	Director	$0	$0	$0
NANCY SHOKOHI	MEMBER	2.00	Director	$0	$0	$0
ANN MURPHY	MEMBER	2.00	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	No data	No data	No data	No data
2024	$1,615,248	$1,510,407	$1,430,131	$104,841
2023	$1,680,584	$1,384,485	$1,331,933	$296,099
2022	$1,136,970	$1,034,275	$887,983	$102,695
2021	$1,060,164	$873,927	$715,528	$186,237
2020	$961,770	$984,158	$524,263	$-22,388
2019	$873,562	$896,603	$546,304	$-23,041
2018	$857,104	$844,875	$568,282	$12,229

COURT APPOINTED SPECIAL ADVOCATES OF SAN LUIS OBISPO COUNTY INC