SAN LUIS OBISPO LEGAL ASSISTANCE FOUNDATION (EIN 770335048) - 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

1992

Legal Domicile

Principal Officer

STEPHANIE BARCLAY

Phone

8055480796

Tax Period

2024-07-01 to 2025-06-30

SAN LUIS OBISPO LEGAL ASSISTANCE FOUNDATION, founded in 1992, is a community nonprofit in the Crime & Legal sector that reported $1.6M in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring.

Mission

FREE LEGAL SERVICES FOR LOW-INCOME SAN LUIS OBISPO COUNTY RESIDENTS IN NEED

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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 $1,559,824

Program Service Revenue $0

Investment Income $28,192

Other Revenue $-3,774

TOTAL REVENUE $1,584,242

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,285,312

Fundraising Expenses $76,102

Program Expenses $1,326,933

Other Expenses $298,177

TOTAL EXPENSES $1,583,489

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,584,242	$2,016,963	-0.2%
Expenses	$1,583,489	$1,704,284	-0.1%
Net Income	$753	$312,679	-1.0%

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

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

$175,742

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHANIE BARCLAY	EXECUTIVE DIRECTOR	50.00	Officer	$41,697	$3,819	$45,516
DONNA JONES	EXECUTIVE DIRECTOR (PART YEAR)	50.00	Officer	$104,315	$25,911	$130,226
BRADLEY D LIGGETT	PRESIDENT	2.00	Officer Director	$0	$0	$0
CATHERINE DEVLIN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
BRIAN STACK	TREASURER	1.00	Officer Director	$0	$0	$0
SADIE SYMENS	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHAEL CHEN	DIRECTOR	1.00	Director	$0	$0	$0
PAM JARDINI	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW LOKER	DIRECTOR	1.00	Director	$0	$0	$0
ROB LOMELI	DIRECTOR	1.00	Director	$0	$0	$0
SHELLEY MCCONNELL	DIRECTOR	1.00	Director	$0	$0	$0
KHOULOUD E PEARSON	DIRECTOR	1.00	Director	$0	$0	$0
KELLIE Y PHILLIPS	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN N GREEN	LEGAL DIRECTOR	40.00	Highest	$109,750	$8,538	$118,288

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	$1,584,242	$1,583,489	$1,170,012	$753
2024	No data	No data	No data	No data
2023	$1,556,968	$1,186,726	$784,762	$370,242
2022	$1,085,693	$928,024	$410,106	$157,669
2021	$577,411	$596,039	$252,309	$-18,628
2020	$419,397	$379,939	$332,438	$39,458
2019	$331,631	$274,635	$235,788	$56,996
2018	$256,577	$203,829	$176,129	$52,748

SAN LUIS OBISPO LEGAL ASSISTANCE FOUNDATION