SAN LUIS OBISPO ALPHA INC

EIN: 953570504 501(c)(3)

SAN LUIS OBISPO, CA

Total Revenue
$405,343
Total Expenses
$447,777
Total Assets
$134,966
Net Assets
$130,533
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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
CA
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

PROVIDES LOCAL FAMILIES WITH EMOTIONAL SUPPORT, PRACTICAL ASSISTANCE AND COMPASSIONATE CONNECTIONS TO COMMUNITY RESOURCES FROM PREGNANCY THROUGH EARLY CHILDHOOD. WE PROVIDE EMOTIONAL SUPPORT THROUGH OUR WARMLINE AND IN-PERSON APPOINTMENTS. WE ARE THE BABY BANK FOR SLO COUNTY, MEANING WE DISTRIBUTE BASIC NEEDS SUCH AS MATERNITY AND BABY CLOTHES, DIAPERS, WIPES, FORMULA AND BABY FOOD, NURSING SUPPLIES, BABY EQUIPMENT AND CAR SEATS. LASTLY, OUR STAFF ARE EXPERTS IN THEIR KNOWLEDGE OF LOCAL MATERNAL RESOURCES AND PROVIDE THOUGHTFUL REFERRALS AS NEEDED. OUR SERVICES ARE FREE AND AVAILABLE IN ENGLISH AND SPANISH.

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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%)

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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

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Governance

Voting Members
6
Independent Members
6
Employees
3
Volunteers
30

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
3
$0
Total Directors
7
$61,983
Key Employees
0
$0
Highest Compensated
0
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
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