ENTREPRENEURS ORGANIZATION SD CHAPTER (EIN 260216910) - 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

2007

Legal Domicile

Phone

9783761570

Tax Period

2024-07-01 to 2025-06-30

ENTREPRENEURS ORGANIZATION SD CHAPTER, founded in 2007, is a community nonprofit in the Education sector that reported $1.5M in total revenue in fiscal year 2024.

Mission

THE ORGANIZATION WAS CREATED TO ENGAGE LEADING ENTREPRENEURS IN LEARNING AND GROWING BOTH AS INDIVIDUALS AND AS MEMBERS OF THE GREATER SAN DIEGO BUSINESS COMMUNITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,464,834

Investment Income $8,549

Other Revenue $0

TOTAL REVENUE $1,473,383

Expense Breakdown

Grants Paid $0

Salaries & Benefits $172,728

Fundraising Expenses $0

Program Expenses $1,034,274

Other Expenses $1,270,071

TOTAL EXPENSES $1,442,799

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,473,383	$1,412,582	+0.0%
Expenses	$1,442,799	$1,408,993	+0.0%
Net Income	$30,584	$3,589	+7.5%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNA CROWE	President	10.00	Officer	$0	$0	$0
MELISSA LOPEZ	Member Engageme	5.00	Officer	$0	$0	$0
RAJ SANGHVI	Sponsors Co-Chr	5.00	Officer	$0	$0	$0
DANIEL ALTENBERG	Member Eng. Chr	5.00	Officer	$0	$0	$0
MARK WILSON	President Elect	5.00	Officer	$0	$0	$0
CHRIS SPENCE	FORUM CHAIR	5.00	Officer	$0	$0	$0
DAVID WORNER	Mentor Co-Chair	5.00	Officer	$0	$0	$0
TONY RAVAL	Sponsors Co-Chr	5.00	Officer	$0	$0	$0
MARC GALLO	MyEO Chair	5.00	Officer	$0	$0	$0
MICHAEL TAGHAVI	Member Committ	5.00	Officer	$0	$0	$0
HENISH PULICKAL	LEARNING CO-CHR	5.00	Officer	$0	$0	$0
NICK APOSTOLOPOULOS	Finance Chair	5.00	Officer	$0	$0	$0
ANUP MARWADI	LEARNING CO-CHR	5.00	Officer	$0	$0	$0
JACKIE MAZUR	MEMBER CO CHR	5.00	Officer	$0	$0	$0
ERIK MOTSENBOCKER	SPONSRSHP CHAIR	5.00	Officer	$0	$0	$0
LINDSAY SMITH	Gover. Committe	5.00	Officer	$0	$0	$0
MASUD SARWARY	Members Chair	5.00	Officer	$0	$0	$0
DAN YATES	Membership Comm	5.00	Officer	$0	$0	$0
JEFF BRISTOL	Forum Co-Chair	5.00	Officer	$0	$0	$0
DEREK WATERMAN	Forum Committee	5.00	Officer	$0	$0	$0
JOHN BETANCOURT	Forum Committee	5.00	Officer	$0	$0	$0
JEFF BROWN	Learning Chair	5.00	Officer	$0	$0	$0
JOSEPH EVES	MyEO Co-chair	5.00	Officer	$0	$0	$0
JENNIFER CASE	GSEA/Impact Chr	5.00	Officer	$0	$0	$0
JULIEN BRANDT	Accelerator Chr	5.00	Officer	$0	$0	$0
MIN EGIDIO	Acceler. Co-Chr	5.00	Officer	$0	$0	$0
NOEMI KIS	Mentorship Chr	5.00	Officer	$0	$0	$0
JOSEPH FREEMAN	Communications	5.00	Officer	$0	$0	$0
JASON LEE	Communi. Co-Chr	5.00	Officer	$0	$0	$0
FREDERICK MORRISON	Past President	5.00	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
2025	$1,473,383	$1,442,799	$1,287,603	$30,584
2024	$1,412,582	$1,408,993	$1,226,942	$3,589
2023	$1,341,479	$1,236,496	$1,234,274	$104,983
2022	$1,055,842	$1,106,860	$1,144,915	$-51,018
2021	$803,510	$1,007,143	$941,965	$-203,633
2020	$945,695	$708,729	$1,189,018	$236,966
2019	$891,309	$950,586	$815,059	$-59,277
2018	$1,471,594	$1,370,058	$772,442	$101,536

ENTREPRENEURS ORGANIZATION SD CHAPTER