SAN DIEGO SOCIAL VENTURE PARTNERS INC (EIN 264671099) - 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

Phone

8584125331

Tax Period

2023-07-01 to 2024-06-30

SAN DIEGO SOCIAL VENTURE PARTNERS INC, founded in 2009, is a small nonprofit in the Social Science sector that reported $509K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $582K exceeded revenue, resulting in a 14% operating deficit.

Mission

San Diego Social Venture Partners, Inc. (SDSVP) strengthens the impact of nonprofits in San Diego by unleashing the potential of professionals across sectors to increase nonprofits organizational strength.

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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 $485,503

Program Service Revenue $0

Investment Income $22,756

Other Revenue $548

TOTAL REVENUE $508,807

Expense Breakdown

Grants Paid $0

Salaries & Benefits $411,196

Fundraising Expenses $24,343

Program Expenses $415,052

Other Expenses $170,834

TOTAL EXPENSES $582,030

Year-over-Year Comparison

	2023	2022	Change
Revenue	$508,807	$457,266	+0.1%
Expenses	$582,030	$445,269	+0.3%
Net Income	$-73,223	$11,997	-7.1%

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

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
SIERRA VISHER KROHA	CHIEF EXECUTIVE OFFICER	40.00		$99,725	$0	$99,725
MARK PAGE	Director	1.00	Director	$0	$0	$0
DON WELLS	Director	1.00	Director	$0	$0	$0
PATSY HARTMAN	Secretary	5.00	Officer Director	$0	$0	$0
PHILIP LURIE	Director	1.00	Director	$0	$0	$0
LAUREEN ONG	Director	1.00	Director	$0	$0	$0
ALICIA QUINN KITAGAWA	CHAIR	5.00	Officer Director	$0	$0	$0
SORAYA ALEXANDER	Director	1.00	Director	$0	$0	$0
SHAINA GROSS	Director	1.00	Director	$0	$0	$0
YONA CAPOBIANCO	Director	1.00	Director	$0	$0	$0
MARCIA BENNETT	Director	1.00	Director	$0	$0	$0
JOHN VAN CLEEF	Treasurer	5.00	Officer Director	$0	$0	$0
ROBERT HILL	Director	1.00	Director	$0	$0	$0
NED DEWITT	CHAIR	5.00	Officer Director	$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	No data	No data	No data	No data
2024	$508,807	$582,030	$437,364	$-73,223
2023	$457,266	$445,269	$569,967	$11,997
2022	$458,580	$441,133	$529,036	$17,447
2021	$356,516	$298,113	$510,847	$58,403
2020	$283,745	$276,052	$476,098	$7,693
2019	$266,255	$273,330	$458,201	$-7,075
2018	$346,117	$297,553	$428,053	$48,564

SAN DIEGO SOCIAL VENTURE PARTNERS INC