SAN FELIPE SUPPORTED LIVING INC

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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

Legal Domicile

Principal Officer

KATHRYN LEGROS

Phone

8059675649

Tax Period

2023-01-01 to 2023-12-31

SAN FELIPE SUPPORTED LIVING INC, founded in 1992, is a community nonprofit in the Human Services sector that reported $2.4M in total revenue in fiscal year 2023. Revenue surged 59% from the prior year, signaling strong growth momentum. The organization ran a surplus of $659K, a strong 28% operating margin.

Mission

TO PROVIDE RESIDENTIAL SUPPORT TO INDIVIDUALS, AS REQUIRED, TO ALLOW THEM TO MAKE INFORMED CHOICES IN THEIR DAILY LIVES AND ASSIST INDIVIDUALS IN ESTABLISHING A HEALTHY AND SAFE LIVING ENVIRONMENT THAT ALLOWS FOR INDIVIDUALIZED LIFESTYLES AND FREEDOM OF CHOICE.

Program Service Accomplishments

Program 1

Expenses: $1,590,032 Revenue: $2,402,170

SAN FELIPE SUPPORTED LIVING PROVIDES DIRECT SERVICES FOR CHARITABLEPURPOSES FOR 15 TO 20 PERSONS WITH DEVELOPMENTAL DISABILITIES IN THEIROWN HOMES AND OUT IN THEIR COMMUNITIES. THE ORGANIZATION...

SAN FELIPE SUPPORTED LIVING PROVIDES DIRECT SERVICES FOR CHARITABLEPURPOSES FOR 15 TO 20 PERSONS WITH DEVELOPMENTAL DISABILITIES IN THEIROWN HOMES AND OUT IN THEIR COMMUNITIES. THE ORGANIZATION RECEIVESSUBSTANTIAL SUPPORT AS A VENDOR TO TRI-COUNTIES CENTER IN ACCORDANCEWITH CALIFORNIA'S LANTERMAN DEVELOPMENTAL DISABILITIES ACT - TITLE 17.TO PROVIDE RESIDENTIAL SUPPORT TO INDIVIDUALS, AS REQUIRED, TO ALLOWTHEM TO MAKE INFORMED CHOICES IN THEIR DAILY LIVES AND ASSISTINDIVIDUALS IN ESTABLISHING A HEALTHY AND SAFE LIVING ENVIRONMENT THATALLOWS FOR INDIVIDUALIZED LIFESTYLES AND FREEDOM OF CHOICE.

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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 $0

Program Service Revenue $2,402,170

Investment Income $-12,800

Other Revenue $0

TOTAL REVENUE $2,389,370

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,470,282

Fundraising Expenses $0

Program Expenses $1,590,032

Other Expenses $260,502

TOTAL EXPENSES $1,730,784

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,389,370	$1,501,399	+0.6%
Expenses	$1,730,784	$1,473,079	+0.2%
Net Income	$658,586	$28,320	+22.3%

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

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

$175,977

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROB FREDERICKS	PRESIDENT	2.00	Officer Director	$0	$0	$0
DAVID SCHMUTZ	TREASURER	2.00	Officer Director	$0	$0	$0
EILEEN MEDINA	SECRETARY	2.00	Officer Director	$0	$0	$0
JACQUI MEISEL	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS MAURER	DIRECTOR	2.00	Director	$0	$0	$0
LISA ERIKSEN	DIRECTOR	2.00	Director	$0	$0	$0
KATHRYN LEGROS	EXECUTIVE DIRECTOR	40.00	Officer	$152,532	$23,445	$175,977

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	No data	No data	No data	No data
2023	$2,389,370	$1,730,784	$2,263,227	$658,586
2022	$1,501,399	$1,473,079	$1,445,148	$28,320
2021	$1,471,560	$1,314,870	$1,579,220	$156,690
2020	$1,390,649	$1,177,440	$1,389,512	$213,209
2019	$965,648	$920,162	$1,156,646	$45,486
2018	$930,915	$862,398	$1,069,992	$68,517