Diversity Coalition San Luis Obispo County (EIN 822075135) - 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

2021

Legal Domicile

Principal Officer

Cornel N Morton

Phone

8058065626

Tax Period

2024-07-01 to 2025-06-30

Diversity Coalition San Luis Obispo County, founded in 2021, is a small nonprofit in the Civil Rights & Advocacy sector that reported $286K in total revenue in fiscal year 2024. Revenue fell 28% from the prior year — a significant decline worth monitoring.

Mission

To build and sustain a coalition that seeks a more diverse, equitable, and inclusive community through advocacy and education.

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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 $272,888

Program Service Revenue $0

Investment Income $0

Other Revenue $13,292

TOTAL REVENUE $286,180

Expense Breakdown

Grants Paid $19,401

Salaries & Benefits $174,706

Fundraising Expenses $0

Program Expenses $238,102

Other Expenses $95,069

TOTAL EXPENSES $289,176

Year-over-Year Comparison

	2024	2023	Change
Revenue	$286,180	$398,427	-0.3%
Expenses	$289,176	$398,361	-0.3%
Net Income	$-2,996	$66	-46.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rita Casaverde	Executive Director	0.00		$121,203	$0	$121,203
Cornel N Morton	President	2.00	Director	$0	$0	$0
Kathleen Minck	Director	5.00	Director	$0	$0	$0
Rick Mayfield	Director	1.00	Director	$0	$0	$0
Joy Pedersen	Director	1.00	Director	$0	$0	$0
Jacqul Clark-Charlesworth	Director	1.00	Director	$0	$0	$0
Joyce Tseng	Secretary	5.00	Officer	$0	$0	$0
Michael Boyer	Director	2.00	Officer	$0	$0	$0
Sharon Dowdell	Treasurer	3.00	Officer	$0	$0	$0

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	$286,180	$289,176	$144,486	$-2,996
2024	$398,427	$398,361	$137,482	$66
2023	$222,210	$141,930	$137,416	$80,280

Diversity Coalition San Luis Obispo County