TPhilanthropy, Voluntarism & GrantmakingEIN: 770496500· Ruling Year: 1999

Community Foundation San Luis Obispo County

Sn Luis Obisp, California

BHealth Score
63B

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Above Average

How This Organization Compares

Compared to 30 peers in Philanthropy, Voluntarism & Grantmaking with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org13.36×
Peer Median15.61×
💰
$3.2M
Total Revenue
📊
$5.4M
Total Expenses
🏦
$71.7M
Net Assets
📋
$3.7M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-62.5%
Year-over-year change (2022 → 2023)
Net Margin
-66.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
13.36
Net assets divided by total expenses
Liabilities-to-Assets
5.0%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$3,221,39662%$5,369,28214%$75,470,66114%
2022$8,587,08549%$6,225,05326%$66,389,01713%
2021$16,881,000508%$4,947,13216%$76,668,37716%
2020$2,777,40163%$5,874,90167%$66,243,4852%
2019$7,494,55572%$3,508,13915%$65,002,39020%
2018$4,359,82954%$4,111,49536%$54,171,5458%
2017$9,521,57194%$6,396,773100%$58,999,91412%
2016$4,906,36033%$3,203,2461%$52,804,7157%
2015$7,272,49630%$3,181,0121%$49,477,3053%
2014$10,364,540185%$3,140,38643%$48,092,83118%
2013$3,635,67054%$2,200,10965%$40,753,34612%
2012$7,906,16555%$6,371,821216%$36,353,5199%
2011$5,090,243$2,016,512$33,461,765

Frequently Asked Questions

What does Community Foundation San Luis Obispo County do?

Community Foundation San Luis Obispo County is a philanthropy, voluntarism & grantmaking nonprofit organization based in California. It is classified under NTEE code T31 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Community Foundation San Luis Obispo County financially healthy?

Based on our 9-metric Financial Health Score model, Community Foundation San Luis Obispo County has a score of 63/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Community Foundation San Luis Obispo County generate?

Community Foundation San Luis Obispo County reports $7.8M in annual revenue and holds $86.7M in total assets, based on IRS filings.

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