ASSOCIATION OF FUNDRAISING PROFESSIONALS SAN DIEGO CHAPTER (EIN 330050791) - 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

1970

Legal Domicile

Phone

8883237237

Tax Period

2024-01-01 to 2024-12-31

ASSOCIATION OF FUNDRAISING PROFESSIONALS SAN DIEGO CHAPTER, founded in 1970, is a small nonprofit that reported $296K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

PROFESSIONAL DEVELOPMENT EDUCATION FOR FUNDRAISING PROFESSIONALS

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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 $25,484

Program Service Revenue $267,967

Investment Income $2,956

Other Revenue $0

TOTAL REVENUE $296,407

Expense Breakdown

Grants Paid $0

Salaries & Benefits $93,658

Fundraising Expenses $0

Program Expenses $190,807

Other Expenses $215,278

TOTAL EXPENSES $308,936

Year-over-Year Comparison

	2024	2023	Change
Revenue	$296,407	$262,757	+0.1%
Expenses	$308,936	$271,600	+0.1%
Net Income	$-12,529	$-8,843	+0.4%

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

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
TAMIKA FRANKLIN	PAST PRESIDENT	003.00	Director	$0	$0	$0
CODY GRIGSBY	DIRECTOR AT LARGE	003.00	Director	$0	$0	$0
ADRIANNA O'DONNELL	PRESIDENT	003.00	Officer Director	$0	$0	$0
N/A	VP MEMBERSHIP	003.00	Officer Director	$0	$0	$0
PEARL HOEGLUND	SECRETARY	003.00	Officer Director	$0	$0	$0
SANA MOEZZI	STEWARDSHIP CHAIR	003.00	Director	$0	$0	$0
FIONA KING	MENTORSHIP CHAIR	003.00	Director	$0	$0	$0
INGRID DE LLAMAS	PRESIDENT ELECT	003.00	Officer Director	$0	$0	$0
JEANNE SCHMELZER	DIRECTOR AT LARGE -INTERIM TREASURER	003.00	Officer Director	$0	$0	$0
MYRNA DAVALOS	VP IDEA	003.00	Officer Director	$0	$0	$0
TIFFANY LA MAR	MEMBERSHIP CHAIR	003.00	Director	$0	$0	$0
MARCAIL MACEWAN	TREASURER	003.00	Officer Director	$0	$0	$0
ANTHONY BRADLEY	VP EDUCATION	003.00	Officer Director	$0	$0	$0
PANA HAP	VP EXTERNAL AFFAIRS	003.00	Officer Director	$0	$0	$0
SHARYN GOODSON	VP RESOURCE DEV	003.00	Officer Director	$0	$0	$0
KATIE KHASIM-SAN	EDUCATION CHAIR	003.00	Director	$0	$0	$0
ASHLEY CARBONELL	EMERGING LEADERS CHAIR	003.00	Director	$0	$0	$0
ALEX KIM	IDEA CHAIR	003.00	Director	$0	$0	$0
RON MIRENDA	RESOURCE DEV CO-CHAIR	003.00	Director	$0	$0	$0
TREVOR BLAIR	RESOURCE DEV CO-CHAIR	003.00	Director	$0	$0	$0
MARY ROSE MCDERMOTT	SCHOLARSHIPS CHAIR	003.00	Director	$0	$0	$0
LAURA RICE	SNAP CHAIR	003.00	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
2024	$296,407	$308,936	$381,456	$-12,529
2023	$262,757	$271,600	$357,004	$-8,843
2022	$239,363	$249,963	$354,569	$-10,600
2021	$174,061	$121,218	$365,279	$52,843
2020	$104,761	$114,608	$313,134	$-9,847
2019	$241,966	$192,344	$319,804	$49,622
2018	$236,323	$223,902	$260,232	$12,421

ASSOCIATION OF FUNDRAISING PROFESSIONALS SAN DIEGO CHAPTER