POINT SAN LUIS LIGHTHOUSE KEEPERS

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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

1995

Legal Domicile

Principal Officer

JIM ELLSWORTH

Phone

7012301741

Tax Period

2023-01-01 to 2023-12-31

POINT SAN LUIS LIGHTHOUSE KEEPERS, founded in 1995, is a small nonprofit in the Arts, Culture & Humanities sector that reported $387K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $93K, a strong 24% operating margin.

Mission

Recreational site, for the use and enjoyment of the public through tours, events and educational programs.

Program Service Accomplishments

Program 1

Expenses: $220,633

Provide trolley tours to the public, had various events for the public.

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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 (2023)

Revenue Breakdown

Contributions & Grants $143,475

Program Service Revenue $132,736

Investment Income $3,979

Other Revenue $106,895

TOTAL REVENUE $387,085

Expense Breakdown

Grants Paid $0

Salaries & Benefits $86,318

Fundraising Expenses $0

Program Expenses $220,633

Other Expenses $207,981

TOTAL EXPENSES $294,299

Year-over-Year Comparison

	2023	2022	Change
Revenue	$387,085	$353,269	+0.1%
Expenses	$294,299	$240,821	+0.2%
Net Income	$92,786	$112,448	-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

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
JOHN LINDSEY	Director	1.00	Director	$0	$0	$0
STACEY AVELAR	Director	1.00	Director	$0	$0	$0
GARY RUGGERONE	Secretary	2.00	Officer Director	$0	$0	$0
NANCY STUHLMILLER	Treasurer	2.00	Officer Director	$0	$0	$0
JIM ELLSWORTH	President	2.00	Officer Director	$0	$0	$0
TARREN COLLINS	Director	1.00	Director	$0	$0	$0
PAUL IRVING	Director	1.00	Director	$0	$0	$0
KATHY MASTAKO	Director	1.00	Director	$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	No data	No data	No data	No data
2023	$387,085	$294,299	$657,254	$92,786
2022	$353,269	$240,821	$559,009	$112,448
2021	$307,529	$194,202	$452,284	$113,327
2020	$123,665	$180,141	$338,408	$-56,476
2019	$240,765	$270,530	$276,647	$-29,765
2018	$305,689	$278,880	$303,919	$26,809