THE COMMUNITY FOUNDATION SAN LUIS … - Form 990 Financial Data

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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

1998

Legal Domicile

Principal Officer

MICHAEL JONES

Phone

8055432323

Tax Period

2025-01-01 to 2025-12-31

THE COMMUNITY FOUNDATION SAN LUIS OBISPO, founded in 1998, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $10.6M in total revenue in fiscal year 2025. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.2M, a strong 20% operating margin.

Mission

TO MAKE A DIFFERENCE THROUGH PHILANTHROPIC LEADERSHIP.

Program Service Accomplishments

Program 1

Expenses: $7,320,464

THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY SERVES THE ENTIRE COUNTY OF SAN LUIS OBISPO, FUNDING A WIDE RANGE OF INITIATIVES, PROJECTS AND ORGANIZATIONS. THROUGH THE GENEROSITY OF OUR DONORS...

THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY SERVES THE ENTIRE COUNTY OF SAN LUIS OBISPO, FUNDING A WIDE RANGE OF INITIATIVES, PROJECTS AND ORGANIZATIONS. THROUGH THE GENEROSITY OF OUR DONORS, PAST AND PRESENT, PHILANTHROPY IS PROMOTED THAT STRENGTHENS CIVIC LIFE ACROSS THE SAN LUIS OBISPO COUNTY REGION IN RESPONSE TO THE EVER CHANGING DEMOGRAPHICS AND NEEDS OF OUR COMMUNITIES. WE FOCUS OUR GRANTMAKING ON THE FOLLOWING CORE AREAS: ARTS & CULTURE, EDUCATION, HEALTH, HUMAN SERVICES, SCHOLARSHIPS, ENVIRONMENT AND COMMUNITY ENHANCEMENT.

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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 (2025)

Revenue Breakdown

Contributions & Grants $7,159,635

Program Service Revenue $0

Investment Income $3,834,059

Other Revenue $-377,035

TOTAL REVENUE $10,616,659

Expense Breakdown

Grants Paid $6,543,297

Salaries & Benefits $1,243,108

Fundraising Expenses $328,379

Program Expenses $7,320,464

Other Expenses $657,543

TOTAL EXPENSES $8,443,948

Year-over-Year Comparison

	2025	2024	Change
Revenue	$10,616,659	$7,787,984	+0.4%
Expenses	$8,443,948	$5,714,290	+0.5%
Net Income	$2,172,711	$2,073,694	+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

Employees

Volunteers

198

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

$357,813

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATH TOMPKINS	PRESIDENT	4.00	Officer Director	$0	$0	$0
RICK WILLIAMS	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
ANITA ROBINSON	TREASURER	4.00	Officer Director	$0	$0	$0
PAT HOSEGOOD MARTIN	SECRETARY	4.00	Officer Director	$0	$0	$0
JEFF BUCKINGHAM	DIRECTOR	4.00	Director	$0	$0	$0
JULIETTE DUKE	DIRECTOR	4.00	Director	$0	$0	$0
GWEN ERSKINE	PRESIDENT OF REF, DIRECTOR	4.00	Director	$0	$0	$0
GRENDA ERNST	DIRECTOR	4.00	Director	$0	$0	$0
SUZANNE FRITZ	DIRECTOR	4.00	Director	$0	$0	$0
ROB GARCIA	DIRECTOR	4.00	Director	$0	$0	$0
SHELLY HIGGINBOTHAM	DIRECTOR	4.00	Director	$0	$0	$0
WAYNE LEWIS	DIRECTOR	4.00	Director	$0	$0	$0
ANNEKA SCRANTON	DIRECTOR	4.00	Director	$0	$0	$0
TOM SHERMAN	DIRECTOR	4.00	Director	$0	$0	$0
LINDA SOMERS SMITH	DIRECTOR	4.00	Director	$0	$0	$0
CHRISTINE DAWSON	CHIEF EXECUTIVE OFFICER	50.00	Officer	$140,915	$3,900	$144,815
MICHAEL JONES	CHIEF FINANCIAL OFFICER	50.00	Officer	$178,929	$5,368	$184,297
HEIDI MCPHERSON	CEO (THROUGH JANUARY 2026)	50.00	Officer	$27,865	$836	$28,701

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	$10,616,659	$8,443,948	$98,850,255	$2,172,711
2024	$7,787,984	$5,714,290	$86,684,506	$2,073,694
2023	$3,221,396	$5,369,282	$75,470,661	$-2,147,886
2022	$8,587,085	$6,225,053	$66,389,017	$2,362,032
2021	$16,881,000	$4,947,132	$76,668,377	$11,933,868
2020	$2,777,401	$5,874,901	$66,243,485	$-3,097,500
2019	$7,494,555	$3,508,139	$65,002,390	$3,986,416
2018	$4,359,829	$4,111,495	$54,171,545	$248,334

THE COMMUNITY FOUNDATION SAN LUIS OBISPO