SAN LUIS OBISPO PARKS OPEN SPACE

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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

1992

Phone

8059295592

Tax Period

2024-01-01 to 2024-12-31

SAN LUIS OBISPO PARKS OPEN SPACE, founded in 1992, is a micro nonprofit in the Environment sector that reported $46K in total revenue in fiscal year 2024. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $57K exceeded revenue, resulting in a 24% operating deficit.

Mission

TO ACQUIRE AND MAINTAIN TRAILS, PARKS, AND OPEN SPACE.

Program Service Accomplishments

Program 1

Expenses: $45,440 Revenue: $9,593

Borga Fund. To support building and maintaining equestrian trails throughout San Luis Obispo County.

Program 2

Expenses: $7,709 Revenue: $9,035

Trail Fund. The active maintainence of trails within San Luis Obispo County. The continuation in acquiring multi use trails from businesses.

Program 3

Expenses: $375 Revenue: $958

Friends of Lopez Lake. Fiscal management program in the maintainence and repair of Lake Lopez.

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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 $10,083

Program Service Revenue $0

Investment Income $35,921

Other Revenue $0

TOTAL REVENUE $46,004

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $53,614

Other Expenses $56,985

TOTAL EXPENSES $56,985

Year-over-Year Comparison

	2024	2023	Change
Revenue	$46,004	$82,925	-0.4%
Expenses	$56,985	$93,483	-0.4%
Net Income	$-10,981	$-10,558	+0.0%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
Shelly Becker	Representative	Director	$0	$0	$0
Karen Adler	Representative	Director	$0	$0	$0
John McKenzie	Representative	Director	$0	$0	$0
Debbie Black	Representative	Director	$0	$0	$0
LARRY MILLER	Representative	Director	$0	$0	$0
Annette Hatzman	Representative	Director	$0	$0	$0
Donna Dawson	Representative	Director	$0	$0	$0
Mary Stallard	Representative	Director	$0	$0	$0
Kathy Kimball	Representative	Director	$0	$0	$0
Denise King	Representative	Director	$0	$0	$0
Susan Phillips	Representative	Director	$0	$0	$0
Cheryl Spence	Representative	Director	$0	$0	$0
Renee Silvers	Representative	Director	$0	$0	$0
KATHY LONGACRE	President	Officer	$0	$0	$0
BEVERLY POORMAN	Vice President	Officer	$0	$0	$0
LINDA CLARKE	Secretary	Officer	$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
2024	$46,004	$56,985	$326,968	$-10,981
2023	$82,925	$93,483	$551,124	$-10,558
2022	$106,364	$94,022	$561,682	$12,342
2021	$66,714	$88,554	$585,256	$-21,840
2020	$76,741	$72,794	$583,944	$3,947
2019	$86,741	$79,997	$588,295	$6,744
2018	$124,733	$178,040	$562,452	$-53,307