Point Lobos Foundation (EIN 942546064) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1978

Legal Domicile

Principal Officer

Betty Maurutto

Phone

8663387227

Tax Period

2024-01-01 to 2024-12-31

Point Lobos Foundation, founded in 1978, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $198K, a strong 19% operating margin.

Mission

RESERVE STEWARDSHIP, INCLUDING NATURAL AND CULTURAL RESOURCE PROTECTION AND PUBLIC USE AREA IMPROVEMENTS; INTERPRETIVE EDUCATION TO FOSTER VISITOR APPRECIATION OF POINT LOBOS STATE NATURAL RESERVE; TRAIN AND SUPPORT A DOCENT CORPS OF ~ 200 VOLUNTEERS; PROVIDE YOUTH NATURE PROGRAMS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $849,723

Program Service Revenue $0

Investment Income $79,859

Other Revenue $119,306

TOTAL REVENUE $1,048,888

Expense Breakdown

Grants Paid $260,465

Salaries & Benefits $352,024

Fundraising Expenses $83,540

Program Expenses $657,483

Other Expenses $238,625

TOTAL EXPENSES $851,114

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,048,888	$922,122	+0.1%
Expenses	$851,114	$648,966	+0.3%
Net Income	$197,774	$273,156	-0.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

240

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

$91,001

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Steffanie Gamecho	Executive Dir.	40.00	Officer	$88,461	$2,540	$91,001
Kathleen Lee	Former Executive Director	40.00		$50,451	$5,071	$55,522
Don Blohowiak	Board Member	2.00	Director	$0	$0	$0
Ann Pendleton	Board Member	2.00	Director	$0	$0	$0
Virdette Brumm	Board Member	2.00	Director	$0	$0	$0
Holly Carlin	Treasurer	2.00	Officer Director	$0	$0	$0
Betty Maurutto	Board President	5.00	Officer Director	$0	$0	$0
Ruth Rodriguez	Board Member	2.00	Director	$0	$0	$0
Reg Henry	Board Member	2.00	Director	$0	$0	$0
Sarah Hardgrave	Board Member	2.00	Director	$0	$0	$0
Carol Rossi	VP/Interim Sec	2.00	Officer Director	$0	$0	$0
Joan Hoover	Board Member	2.00	Director	$0	$0	$0
John Hiles	State Park Mngr	2.00	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	$1,048,888	$851,114	$2,326,096	$197,774
2023	$922,122	$648,966	$2,087,264	$273,156
2022	$790,831	$719,758	$1,690,469	$71,073
2021	$723,760	$511,251	$1,881,850	$212,509
2020	$565,178	$703,758	$1,621,282	$-138,580
2019	$1,036,355	$949,940	$1,449,950	$86,415
2018	$755,484	$786,972	$1,220,965	$-31,488

Point Lobos Foundation