THE COMMUNITY FOUNDATION SAN LUIS OBISPO (EIN 770496500) - 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

1998

Legal Domicile

Principal Officer

MICHAEL JONES

Phone

8055432323

Tax Period

2024-01-01 to 2024-12-31

THE COMMUNITY FOUNDATION SAN LUIS OBISPO, founded in 1998, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $7.8M in total revenue in fiscal year 2024. Revenue surged 142% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.1M, a strong 27% operating margin.

Mission

TO MAKE A DIFFERENCE THROUGH PHILANTHROPIC LEADERSHIP - SEE SCHEDULE OTHE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY FULFILLS ITS MISSION BY:-ENGAGING PRIVATE GIVING FOR PUBLIC GOOD;-BUILDING AND MAINTAINING PERMANENT ENDOWMENTS TO RESPOND TO CHANGING COMMUNITY NEEDS;-PROVIDING FLEXIBLE TAX-EXEMPT VEHICLES FOR DONORS WITH VARIED CHARITABLE INTERESTS AND ABILITIES TO GIVE;-SERVING AS A CATALYST AND RESOURCE TO EFFECTIVELY RESPOND TO COMMUNITY NEEDS THROUGH SCHOLARSHIPS; AND-STRENGTHENING THE NON-PROFIT SECTOR THROUGH GRANTS AND DEVELOPMENT ASSISTANCE.

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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 $5,200,432

Program Service Revenue $0

Investment Income $2,594,597

Other Revenue $-7,045

TOTAL REVENUE $7,787,984

Expense Breakdown

Grants Paid $3,711,233

Salaries & Benefits $1,246,624

Fundraising Expenses $287,995

Program Expenses $4,589,757

Other Expenses $756,433

TOTAL EXPENSES $5,714,290

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,787,984	$3,221,396	+1.4%
Expenses	$5,714,290	$5,369,282	+0.1%
Net Income	$2,073,694	$-2,147,886	-2.0%

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

210

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

$395,722

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	SECRETAR	4.00	Officer Director	$0	$0	$0
JEFF BUCKINGHAM	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
BEN MCADAMS	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
HEIDI MCPHERSON	CHIEF EXECUTIVE OFFICER	50.00	Officer	$224,744	$6,742	$231,486
MICHAEL JONES	CHIEF FINANCIAL OFFICER	50.00	Officer	$162,294	$1,942	$164,236

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	$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