THE ADVERTISING CLUB OF SAN DIEGO DBA SDX (EIN 237306648) - 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

Principal Officer

GREG CARSON

Tax Period

2018-07-01 to 2019-06-30

THE ADVERTISING CLUB OF SAN DIEGO DBA SDX is a small nonprofit that reported $174K in total revenue in fiscal year 2018. Revenue decreased 19% compared to the prior year. Expenses of $212K exceeded revenue, resulting in a 22% operating deficit.

Mission

SDX MEMBER EDUCATION

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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 (2018)

Revenue Breakdown

Contributions & Grants $27,235

Program Service Revenue $139,188

Investment Income $0

Other Revenue $7,390

TOTAL REVENUE $173,813

Expense Breakdown

Grants Paid $0

Salaries & Benefits $90,164

Fundraising Expenses $0

Other Expenses $121,567

TOTAL EXPENSES $211,731

Year-over-Year Comparison

	2018	2017	Change
Revenue	$173,813	$214,454	-0.2%
Expenses	$211,731	$225,201	-0.1%
Net Income	$-37,918	$-10,747	+2.5%

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

Independent Members

N/A

Employees

N/A

Volunteers

N/A

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	Role	Reportable Comp	Other Comp	Total
Michael Warburton	Director	Director	$0	$0	$0
Greg Carson	President	Director	$0	$0	$0
Greg Gibson	Director	Director	$0	$0	$0
Jennifer Rea	Secretary	Director	$0	$0	$0
BethLynch	Director	Director	$0	$0	$0
Michael Sedio	Director	Director	$0	$0	$0
PRESTION ROESCHLEIN	Vice President	Director	$0	$0	$0
KIRSTY NUNEZ	Director	Director	$0	$0	$0
DAVID TRAINA	Director	Director	$0	$0	$0
JESSICA FASSETT	Director	Director	$0	$0	$0
KIMBERLY GILROY	Director	Director	$0	$0	$0
ELIJAH SCHNEIDER	Director	Director	$0	$0	$0
JOSH ROUSH	Director	Director	$0	$0	$0
ANGELA RIVERA	Director	Director	$0	$0	$0
HEATHER MOLINA	Director	Director	$0	$0	$0
JOSH IRVINE	Director	Director	$0	$0	$0
JACQUIE FRANCISCO	Director	Director	$0	$0	$0
Meaghan Clark	Director	Officer	$0	$0	$0
Jeannie Fratoni	President	Officer	$0	$0	$0
Cary Johnson	Vice President	Officer	$0	$0	$0
TONYA FOSSEY	Treasurer	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
2019	$173,813	$211,731	$21,014	$-37,918
2018	$214,454	$225,201	$58,932	$-10,747
2017	$270,684	$249,121	$69,679	$21,563

THE ADVERTISING CLUB OF SAN DIEGO DBA SDX