SAN LUIS OBISPO COUNTY BUILDERS EXCHANGE (EIN 951861340) - 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

1973

Legal Domicile

Principal Officer

DON VERT

Phone

8055437330

Tax Period

2023-07-01 to 2024-06-30

SAN LUIS OBISPO COUNTY BUILDERS EXCHANGE, founded in 1973, is a small nonprofit that reported $293K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. Expenses of $354K exceeded revenue, resulting in a 21% operating deficit.

Mission

EDUCATE AND PROMOTE SLO COUNTY BUILDERS

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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 $32,254

Program Service Revenue $249,578

Investment Income $7,978

Other Revenue $3,392

TOTAL REVENUE $293,202

Expense Breakdown

Grants Paid $750

Salaries & Benefits $181,429

Fundraising Expenses $0

Program Expenses $320,905

Other Expenses $171,569

TOTAL EXPENSES $353,748

Year-over-Year Comparison

	2023	2022	Change
Revenue	$293,202	$354,226	-0.2%
Expenses	$353,748	$363,489	0.0%
Net Income	$-60,546	$-9,263	+5.5%

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

$83,373

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DON VERT	PRESIDENT	1.00	Officer Director	$0	$0	$0
TOM WRIGHT	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOSH FRANTZ	TREASURER	1.00	Officer Director	$0	$0	$0
TIM SCHULTZ	SECRETARY	1.00	Officer Director	$0	$0	$0
NATE AGIN	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL BRAY	DIRECTOR	0.50	Director	$0	$0	$0
CARL GALLON	DIRECTOR	0.50	Director	$0	$0	$0
MIKE GRAY	DIRECTOR	0.50	Director	$0	$0	$0
PATRICK KIMBELL	DIRECTOR	0.50	Director	$0	$0	$0
ERIK POOR	DIRECTOR	0.50	Director	$0	$0	$0
CURTIS STREETER	DIRECTOR	0.50	Director	$0	$0	$0
CORRI PERRY	EXECUTIVE DIRECTOR	40.00	Officer	$79,550	$3,823	$83,373

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	No data	No data	No data	No data
2024	$293,202	$353,748	$967,737	$-60,546
2023	$354,226	$363,489	$1,032,854	$-9,263
2022	$288,475	$327,745	$1,041,212	$-39,270
2021	$276,034	$316,888	$1,116,563	$-40,854
2020	$280,989	$322,496	$1,120,354	$-41,507
2019	$277,243	$316,751	$1,158,502	$-39,508
2018	$237,809	$307,260	$1,196,201	$-69,451

SAN LUIS OBISPO COUNTY BUILDERS EXCHANGE