HOSPICE OF SAN LUIS OBISPO COUNTY (EIN 953195126) - 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

1977

Legal Domicile

Principal Officer

SHANNON MCOUAT

Phone

8055442266

Tax Period

2024-07-01 to 2025-06-30

HOSPICE OF SAN LUIS OBISPO COUNTY, founded in 1977, is a small nonprofit that reported $829K in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $141K, a strong 17% operating margin.

Mission

HOSPICE OF SLO PROVIDES VOLUNTEER SUPPORT, EDUCATION, AND COUNSELING TO THOSE LIVING WITH LIFE THREATENING OR TERMINAL ILLNESS, THEIR FAMILIES, AND THE BEREAVED. OUR PRIMARY CLIENTELE ARE LOW TO MODERATE INCOME CHILDREN, ADULTS, FAMILIES, AND SENIORS.

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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 $698,833

Program Service Revenue $0

Investment Income $14,170

Other Revenue $116,057

TOTAL REVENUE $829,060

Expense Breakdown

Grants Paid $0

Salaries & Benefits $506,277

Fundraising Expenses $39,260

Program Expenses $568,564

Other Expenses $182,203

TOTAL EXPENSES $688,480

Year-over-Year Comparison

	2024	2023	Change
Revenue	$829,060	$647,328	+0.3%
Expenses	$688,480	$721,241	0.0%
Net Income	$140,580	$-73,913	-2.9%

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

170

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

$100,000

Total Directors

$100,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANNON MCOUAT	EXECUTIVE DIRECTOR	40.00	Officer Director	$100,000	$0	$100,000
LINDSEY FAUCETTE	DIRECTOR	2.00	Director	$0	$0	$0
ABE LINCOLN	CHAIRMAN	2.00	Officer Director	$0	$0	$0
RENE BEEBE	TREASURER	2.00	Officer Director	$0	$0	$0
SARA BARTLETT	DIRECTOR	2.00	Director	$0	$0	$0
REBECCA LILLEY	SECRETARY	2.00	Officer Director	$0	$0	$0
KELLIE AVILA	DIRECTOR	2.00	Director	$0	$0	$0
JAMES PEIRCE	DIRECTOR	2.00	Director	$0	$0	$0
JASON SISK-PROVENCIO	DIRECTOR	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
2025	$829,060	$688,480	$1,596,339	$140,580
2024	$647,328	$721,241	$1,449,841	$-73,913
2023	$616,652	$629,487	$1,528,558	$-12,835
2022	$554,207	$585,960	$1,554,010	$-31,753
2021	$460,007	$531,505	$1,592,423	$-71,498
2020	$467,519	$715,540	$1,609,787	$-248,021
2019	$567,646	$767,523	$1,905,302	$-199,877
2018	$426,176	$753,813	$2,141,882	$-327,637

HOSPICE OF SAN LUIS OBISPO COUNTY