HISTORY CENTER OF SAN LUIS OBISPO COUNTY (EIN 956150680) - 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

1953

Legal Domicile

Principal Officer

ROBERTA SOULES

Phone

8055430638

Tax Period

2023-01-01 to 2023-12-31

HISTORY CENTER OF SAN LUIS OBISPO COUNTY, founded in 1953, is a small nonprofit that reported $325K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $294K left a modest 10% surplus.

Mission

THE HISTORY CENTER'S MISSION IS TO PROMOTE THE UNDERSTANDING AND APPRECIATION OF SAN LUIS OBISPO CO.

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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 $211,940

Program Service Revenue $76,484

Investment Income $20,454

Other Revenue $16,353

TOTAL REVENUE $325,231

Expense Breakdown

Grants Paid $0

Salaries & Benefits $146,318

Fundraising Expenses $7,421

Program Expenses $215,090

Other Expenses $147,630

TOTAL EXPENSES $293,948

Year-over-Year Comparison

	2023	2022	Change
Revenue	$325,231	$347,139	-0.1%
Expenses	$293,948	$287,296	+0.0%
Net Income	$31,283	$59,843	-0.5%

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

150

Independent Members

150

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN VILLA	DIRECTOR	2.00	Director	$0	$0	$0
JIM ANDRE	DIRECTOR	2.00	Director	$0	$0	$0
SHARON GOTTESFELD	DIRECTOR	2.00	Director	$0	$0	$0
DEBBIE COLLINS	DIRECTOR	2.00	Director	$0	$0	$0
KATHLEEN CAIRNS	DIRECTOR	2.00	Director	$0	$0	$0
LEOLA DUBLIN MACMILLAN	DIRECTOR	2.00	Director	$0	$0	$0
KAYLEE SCOGGINS HERRING	DIRECTOR	2.00	Director	$0	$0	$0
BENJAMIN PETERSON	PRESIDENT	2.00	Officer	$0	$0	$0
ROBERTA SOULES	TREASURER	2.00	Officer	$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	No data	No data	No data	No data
2023	$325,231	$293,948	$1,118,593	$31,283
2022	$347,139	$287,296	$1,030,440	$59,843
2021	$402,371	$246,966	$1,054,026	$155,405
2020	$159,308	$294,626	$876,354	$-135,318
2019	$221,852	$288,102	$936,286	$-66,250
2018	$365,043	$487,973	$948,072	$-122,930

HISTORY CENTER OF SAN LUIS OBISPO COUNTY