SAN LUIS OBISPO ALPHA INC

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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

1981

Legal Domicile

Principal Officer

CAMI STATLER

Phone

8055413367

Tax Period

2023-01-01 to 2023-12-31

SAN LUIS OBISPO ALPHA INC, founded in 1981, is a small nonprofit that reported $405K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $448K exceeded revenue, resulting in a 10% operating deficit.

Mission

PREGNANCY AND PARENTING SUPPORT OF SAN LUIS OBISPO COUNTY PROVIDES LOCAL FAMILIES WITH EMOTIONAL SUPPORT, PRACTICAL ASSISTANCE AND CONNECTIONS TO COMMUNITY RESOURCES FROM PREGNANCY THROUGH EARLY CHILDHOOD.

Program Service Accomplishments

Program 1

Expenses: $149,586 Revenue: $0

WE PROVIDE EMOTIONAL SUPPORT THROUGH OUR WARMLINE AND IN-PERSON APPOINTMENTS. OUR WARMLINE IS STAFF ED BY OUR TWO, BILINGUAL SPANISH FAMILY DOULAS WHO ARE PERINATAL MENTAL HEALTH CERTIFIED (PMH-C)...

WE PROVIDE EMOTIONAL SUPPORT THROUGH OUR WARMLINE AND IN-PERSON APPOINTMENTS. OUR WARMLINE IS STAFF ED BY OUR TWO, BILINGUAL SPANISH FAMILY DOULAS WHO ARE PERINATAL MENTAL HEALTH CERTIFIED (PMH-C). WE OFFER OUR CLIENTS FREE PSYCHOTHERAPY WITH PMH-C CLINICIANS THROUGH A PARTNERSHIP WITH COMMUNITY COUNSELING CENTER THAT IS FUNDED BY FIRST 5 SAN LUIS OBISPO.CLIENT VISITS WERE UP OVER 45%, WITH 1,685 VISITS FOR THE YEAR. WE FACILITATED 600 MORE CLIENTS VISITS IN 2023 THAN 2022. WE ONBOARDED 275 NEW CLIENTS IN 2023 COMPARED TO 167 IN 2022. IN 2022, PPS SPONSORED 442 HOURS OF THERAPY SERVICES,BUT IN 2023 THAT NUMBER INCREASED BY 50% TO 663.5.

Program 2

Expenses: $177,815 Revenue: $0

PPS IS THE BABY BANK FOR SAN LUIS OBISPO COUNTY. LOCAL FAMILIES SHOP OUR "STORE" OF INFANT ESSENTIALS FOR FREE. WE DISTRIBUTE BASIC NEEDS SUCH AS MATERNITY AND BABYCLOTHES, DIAPERS, WIPES, FORMULA...

PPS IS THE BABY BANK FOR SAN LUIS OBISPO COUNTY. LOCAL FAMILIES SHOP OUR "STORE" OF INFANT ESSENTIALS FOR FREE. WE DISTRIBUTE BASIC NEEDS SUCH AS MATERNITY AND BABYCLOTHES, DIAPERS, WIPES, FORMULA AND BABY FOOD, NURSING SUPPLIES, BABY EQUIPMENT AND CAR SEATS. PPS STAFF ARE CERTIFIED CAR SEAT TECHNICIANS AND INSTRUCT OUR CLIENTS ON HOW TO PROPERLY INSTALL CAR SEATS AND SAFELY POSITION THEIR CHILDREN. WE'RE THE ULTIMATE BABY RECYCLING PROGRAM AS WE ACCEPT DONATIONS OF GENTLY USED BABY ITEMS THAT WE SANITIZE AND THEN DISTRIBUTE TO LOCAL FAMILIES IN NEED.WE DISTRIBUTED 1,443 (917 IN 2022) CLOTHING ORDERS, 1,530 (967 IN 2022) PACKAGES OF DIAPERS, AND 521 (367 IN 2022) CANS OF FORMULA. WE WELCOMED 275 NEW FAMILIES IN 2023, THAT'S A 65% INCREASE FROM THE PREVIOUS YEAR. WE DISTRIBUTED $70,000 IN INFANT ESSENTIALS IN 2023. DIAPERS WERE DISTRIBUTED AT 91% OF CLIENT APPOINTMENTS AND FORMULA WAS PROVIDED AT 30%. 86% OF OUR CLIENTS NEEDED CLOTHING AND WE DISTRIBUTED 88 LAYETTES TO EXPECTING PARENTS.

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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 $395,007

Program Service Revenue $0

Investment Income $-411

Other Revenue $10,747

TOTAL REVENUE $405,343

Expense Breakdown

Grants Paid $0

Salaries & Benefits $188,090

Fundraising Expenses $23,873

Program Expenses $327,401

Other Expenses $259,687

TOTAL EXPENSES $447,777

Year-over-Year Comparison

	2023	2022	Change
Revenue	$405,343	$329,387	+0.2%
Expenses	$447,777	$306,423	+0.5%
Net Income	$-42,434	$22,964	-2.8%

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

$61,983

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA FRASER	PRESIDENT	3.00	Officer Director	$0	$0	$0
JOSH LEE	TREASURER	2.00	Officer Director	$0	$0	$0
LIZ CLARKE	SECRETARY	3.00	Officer Director	$0	$0	$0
SALLIE JOYCE HIGGINS	DIRECTOR	3.00	Director	$0	$0	$0
BRENDA GUYADER	DIRECTOR	2.00	Director	$0	$0	$0
MICHELE GORDON-JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
CAMI STATLER	EXECUTIVE DIRECTOR	40.00	Director	$61,983	$0	$61,983

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	$405,343	$447,777	$134,966	$-42,434
2022	$329,387	$306,423	$169,693	$22,964
2021	$300,365	$281,205	$144,603	$19,160
2020	$239,831	$247,137	$121,308	$-7,306
2019	$243,467	$252,561	$131,639	$-9,094
2018	$226,306	$271,246	$133,815	$-44,940