SAN DIEGO YOUTH FOUNDATION (EIN 274529565) - 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

2010

Legal Domicile

Principal Officer

WALTER PHILIPS

Phone

6192218600

Tax Period

2022-07-01 to 2023-06-30

SAN DIEGO YOUTH FOUNDATION, founded in 2010, is a community nonprofit in the Youth Development sector that reported $2.1M in total revenue in fiscal year 2022. Expenses of $1.9M left a modest 13% surplus.

Mission

TO CONDUCT CHARITABLE FUNDRAISING, HOLD TITLE TO PROPERTY & CARRY ON OTHER CHARITABLE ACTIVITES ASSOCIATED WITH THESE GOALS FOR THE EXCLUSIVE SUPPORT OF SAN DIEGO YOUTH SERVICES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $571,353

Program Service Revenue $1,531,682

Investment Income $29

Other Revenue $13,370

TOTAL REVENUE $2,116,434

Expense Breakdown

Grants Paid $0

Salaries & Benefits $179,401

Fundraising Expenses $300,261

Program Expenses $1,459,712

Other Expenses $1,672,190

TOTAL EXPENSES $1,851,591

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,116,434	$2,015,824	+0.0%
Expenses	$1,851,591	$1,744,838	+0.1%
Net Income	$264,843	$270,986	0.0%

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

$157,314

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WALTER PHILIPS	CEO	10.00	Officer	$94,951	$0	$94,951
ANGIE NGOC TRAN	CFO	10.00	Officer	$62,363	$0	$62,363
CATHERINE BAKER	Trustee	1.00	Director	$0	$0	$0
CATHY LLOYD	Director	1.00	Director	$0	$0	$0
TIMOTHY DUCKER	VC/Secretary	1.00	Officer Director	$0	$0	$0
TREVOR ALLAN	Trustee	1.00	Director	$0	$0	$0
CYNTHIA AUSTIN	Director	1.00	Director	$0	$0	$0
MARNI VON WILPERT	Director	1.00	Director	$0	$0	$0
TAFT ZITOUN	Trustee	1.00	Director	$0	$0	$0
STEPHANIE LLOYD	Director	1.00	Director	$0	$0	$0
CHRISTIAN KURTH	Treasurer	1.00	Officer Director	$0	$0	$0
HEATHER STEWART	Director	1.00	Director	$0	$0	$0
MARY GAFNER	Director	1.00	Director	$0	$0	$0
RICHARD M SEGAL	Trustee	1.00	Director	$0	$0	$0
FERN STEINER	Trustee	1.00	Director	$0	$0	$0
TAMBRA WAYNE	Trustee	1.00	Director	$0	$0	$0
JESSALYN HINES	Secretary	1.00	Director	$0	$0	$0
DAMON MELDA	Trustee	1.00	Director	$0	$0	$0
SABINA WIDMANN	Director	1.00	Director	$0	$0	$0
LAURA SHANLEY	Director	1.00	Director	$0	$0	$0
KELLY MCGEEHAN	Chair	1.00	Officer Director	$0	$0	$0
RICHARD GUTIERREZ	CFO	10.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$2,116,434	$1,851,591	$14,973,784	$264,843
2022	$2,015,824	$1,744,838	$15,656,582	$270,986
2021	$2,258,341	$1,681,134	$15,474,017	$577,207
2020	$2,410,672	$1,698,155	$15,162,572	$712,517
2019	$1,721,181	$1,422,903	$11,842,873	$298,278
2018	$1,581,681	$1,334,275	$11,740,819	$247,406

SAN DIEGO YOUTH FOUNDATION