SAN LUIS OBISPO NON-PROFIT HOUSING (EIN 931038371) - 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

1990

Legal Domicile

Principal Officer

KEN LITZINGER

Phone

8055434478

Tax Period

2024-01-01 to 2024-12-31

SAN LUIS OBISPO NON-PROFIT HOUSING, founded in 1990, is a community nonprofit in the Unknown sector that reported $3.6M in total revenue in fiscal year 2024. The organization ran a surplus of $811K, a strong 22% operating margin.

Mission

THE CORPORATION WAS FORMED PRIMARILY TO ENGAGE IN ACQUIRING, DEVELOPING, REHABILITATION, OWNING AND MANAGING AFFORDABLE HOUSING FOR LOW AND MODERATE INCOME PERSONS IN THE CITIES AND UNINCORPORATED AREAS OF 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,402,451

Investment Income $215,373

Other Revenue $-660

TOTAL REVENUE $3,617,164

Expense Breakdown

Grants Paid $0

Salaries & Benefits $67,283

Fundraising Expenses $0

Program Expenses $2,806,132

Other Expenses $2,738,849

TOTAL EXPENSES $2,806,132

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,617,164	$3,447,705	+0.0%
Expenses	$2,806,132	$2,796,320	+0.0%
Net Income	$811,032	$651,385	+0.2%

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

N/A

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

$246,149

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEN LITZINGER	CFO	40.00	Officer	$200,259	$45,890	$246,149
JAY BECK	PRESIDENT	2.00	Officer Director	$0	$0	$0
CHARLES CROTSER	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
AL ESCHENBACH	DIRECTOR	2.00	Director	$0	$0	$0
KRISTA JEFFRIES	DIRECTOR	2.00	Director	$0	$0	$0
LINDA MINTON	SECRETARY	2.00	Officer Director	$0	$0	$0
MICHELLE PEDIGO	CHIEF OPERAT	2.00	Officer	$0	$0	$0
CLOVER ROBINSON	DEPUTY CFO	2.00	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
2024	$3,617,164	$2,806,132	$32,116,048	$811,032
2023	$3,447,705	$2,796,320	$29,738,765	$651,385
2022	$11,795,048	$2,813,457	$28,570,626	$8,981,591
2021	$1,641,765	$1,068,477	$18,580,121	$573,288
2020	$1,714,676	$1,192,286	$14,702,720	$522,390
2019	$1,526,625	$1,091,282	$13,785,540	$435,343
2018	$1,344,607	$966,177	$10,337,989	$378,430

SAN LUIS OBISPO NON-PROFIT HOUSING