SAN DIEGO REGIONAL CHAMBER FOUNDATION (EIN 263534334) - 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

2009

Legal Domicile

Principal Officer

JESSICA ANDERSON

Phone

6195441300

Tax Period

2024-01-01 to 2024-12-31

SAN DIEGO REGIONAL CHAMBER FOUNDATION, founded in 2009, is a micro nonprofit in the Community Improvement sector that reported $7K in total revenue in fiscal year 2024. Revenue fell 84% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $4K, a strong 54% operating margin.

Mission

TO CREATE THE MOST BUSINESS FRIENDLY AND VIBRANT REGION IN CALIFORNIA THROUGH INVESTMENT IN RESEARCH, EDUCATION AND LEADERSHIP

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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 $0

Investment Income $7,278

Other Revenue $0

TOTAL REVENUE $7,278

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,374

Other Expenses $3,374

TOTAL EXPENSES $3,374

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,278	$46,392	-0.8%
Expenses	$3,374	$23,225	-0.9%
Net Income	$3,904	$23,167	-0.8%

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

Governance

Voting Members

Independent Members

Employees

N/A

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

$557,647

Total Directors

$340,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA KAY	IMMEDIATE PAST CHAIR	1.00	Director	$0	$0	$0
SAM ATTISHA	DIRECTOR	1.00	Director	$0	$0	$0
NEIL MOHR	DIRECTOR	1.00	Director	$0	$0	$0
WHITNEY HODGES ESQ	DIRECTOR	1.00	Director	$0	$0	$0
JASON PAGUIO	DIRECTOR	1.00	Director	$0	$0	$0
JERRY SANDERS	PRESIDENT & CEO	1.50	Officer Director	$0	$0	$340,000
MONIQUE RODRIQUEZ	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS GRASSA	DIRECTOR	1.00	Director	$0	$0	$0
CAROLINE WINN	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS HOWARD	BOARD VICE-CHAIR	1.00	Officer	$0	$0	$0
ALESSANDRA LEZAMA	BOARD CHAIR	1.00	Officer	$0	$0	$0
CHRISTINE MOORE	PUBLIC POLICY CHAIR	1.00	Officer	$0	$0	$0
JESSICA ANDERSON	EVP & COO	1.50	Officer	$0	$0	$217,647

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	$7,278	$3,374	$147,238	$3,904
2023	$46,392	$23,225	$143,334	$23,167
2022	$41,315	$19,233	$121,295	$22,082
2021	$91,512	$124,899	$103,713	$-33,387
2020	$92,746	$92,887	$132,472	$-141
2019	$69,503	$69,708	$133,001	$-205
2018	$50,329	$49,957	$127,055	$372

SAN DIEGO REGIONAL CHAMBER FOUNDATION