REAL ESTATE FOUNDATION OF 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

2009

Legal Domicile

Principal Officer

CHRISTINE DAWSON

Phone

8055432323

Tax Period

2025-01-01 to 2025-12-31

REAL ESTATE FOUNDATION OF SAN LUIS OBISPO COUNTY, founded in 2009, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $10K in total revenue in fiscal year 2025. Revenue fell 98% from the prior year — a significant decline worth monitoring. Expenses of $12K exceeded revenue, resulting in a 26% operating deficit.

Mission

EARNINGS ARE USED TO SUPPORT THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY.

Program Service Accomplishments

Program 1

Expenses: $7,726

EXPENSES ARE INCURRED IN THE PROCESS OF SUPPORTING THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY.

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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 $0

Program Service Revenue $1,621

Investment Income $8,194

Other Revenue $0

TOTAL REVENUE $9,815

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,726

Other Expenses $12,353

TOTAL EXPENSES $12,353

Year-over-Year Comparison

	2025	2024	Change
Revenue	$9,815	$635,728	-1.0%
Expenses	$12,353	$99,130	-0.9%
Net Income	$-2,538	$536,598	-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

N/A

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

Total Directors

$168,779

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GWEN ERSKINE	PRESIDENT	1.00	Officer Director	$0	$0	$0
STEVE MCCARTY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
HEIDI MCPHERSON	DIRECTOR	5.00	Director	$0	$0	$27,864
D MICHAEL PATRICK	DIRECTOR	1.00	Director	$0	$0	$0
TY GREEN	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN IROT	DIRECTOR	1.00	Director	$0	$0	$0
PAUL READY	DIRECTOR	1.00	Director	$0	$0	$0
JEANNE HELPHENSTINE	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE DAWSON	DIRECTOR	5.00	Director	$0	$0	$140,915

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	$9,815	$12,353	$407,463	$-2,538
2024	$635,728	$99,130	$409,371	$536,598
2023	$597,933	$41,204	$414,638	$556,729
2022	$17,290	$7,905	$769,877	$9,385
2021	$17,290	$2,045	$776,286	$15,245
2020	$-44,460	$69,328	$804,563	$-113,788
2019	$576,066	$4,364	$1,311,759	$571,702
2018	$425,268	$46,316	$977,909	$378,952

REAL ESTATE FOUNDATION OF SAN LUIS OBISPO COUNTY