SAN DIEGO VENTURE GROUP (EIN 330066623) - 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

1986

Legal Domicile

Principal Officer

MICHAEL KRENN

Phone

6196152971

Tax Period

2019-01-01 to 2019-12-31

SAN DIEGO VENTURE GROUP, founded in 1986, is a small nonprofit that reported $451K in total revenue in fiscal year 2019. Revenue fell 36% from the prior year — a significant decline worth monitoring. Expenses of $665K exceeded revenue, resulting in a 48% operating deficit.

Mission

TO PROVIDE A NETWORKING FORUM FOR ENTREPRENEURS, VENTURE CAPITALISTS AND ADVISORS IN AN INFORMAL ATMOSPHERE WHERE HUMAN EXPERTISE CAN FOSTER NEW VENTURES.

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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 (2019)

Revenue Breakdown

Contributions & Grants $77,725

Program Service Revenue $373,100

Investment Income $0

Other Revenue $0

TOTAL REVENUE $450,825

Expense Breakdown

Grants Paid $333,934

Salaries & Benefits $167,832

Fundraising Expenses $0

Other Expenses $163,618

TOTAL EXPENSES $665,384

Year-over-Year Comparison

	2019	2018	Change
Revenue	$450,825	$704,484	-0.4%
Expenses	$665,384	$657,615	+0.0%
Net Income	$-214,559	$46,869	-5.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BOB BALTERA	DIRECTOR	1.00	Director	$0	$0	$0
BECK BAMBERGER	DIRECTOR	1.00	Director	$0	$0	$0
JEFF BELK	DIRECTOR	1.00	Director	$0	$0	$0
NEAL BLOOM	DIRECTOR	1.00	Director	$0	$0	$0
MARK BOWLES	DIRECTOR	1.00	Director	$0	$0	$0
MATT BROWNE	DIRECTOR	1.00	Director	$0	$0	$0
CARIN CANALE- THEAKSTON	DIRECTOR & PAST CHAIR	3.00	Officer Director	$0	$0	$0
DAVID COATS	DIRECTOR	1.00	Director	$0	$0	$0
MICHELE C COMTOIS	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON CONWAY	DIRECTOR	1.00	Director	$0	$0	$0
STACEY DAVENPORT	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT FOOTE	DIRECTOR	1.00	Director	$0	$0	$0
KC FREER	DIRECTOR	1.00	Director	$0	$0	$0
SCOT GINSBURG	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY GLASER	DIRECTOR	1.00	Director	$0	$0	$0
GERARDO GODINEZ	DIRECTOR	1.00	Director	$0	$0	$0
MIKE GREY	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE HANSEN	DIRECTOR	1.00	Director	$0	$0	$0
KRISTINA HESS	DIRECTOR	1.00	Director	$0	$0	$0
KEN HOOD	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL HOWARD	DIRECTOR & TREASURER	2.00	Officer Director	$0	$0	$0
KIM KAMDAR	DIRECTOR	1.00	Director	$0	$0	$0
AFIF KHOURY	DIRECTOR	1.00	Director	$0	$0	$0
CHESTON LARSON	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG LEE	DIRECTOR	1.00	Director	$0	$0	$0
QUINN LI	DIRECTOR	1.00	Director	$0	$0	$0
ALLISON LONG	DIRECTOR	1.00	Director	$0	$0	$0
DERRICK OIEN	DIRECTOR	1.00	Director	$0	$0	$0
ERIC OTTERSON	DIRECTOR & CHAIRPERSON	3.00	Officer Director	$0	$0	$0
TODD POLING	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTIAN SALAMAN	DIRECTOR	1.00	Director	$0	$0	$0
KILLU SANBORN	DIRECTOR	1.00	Director	$0	$0	$0
PETER SHAW	DIRECTOR	1.00	Director	$0	$0	$0
SUREEL SHETH	DIRECTOR	1.00	Director	$0	$0	$0
RANDY SOCOL	DIRECTOR	1.00	Director	$0	$0	$0
STUART STARR	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE STEEL	DIRECTOR	1.00	Director	$0	$0	$0
ANDY SUMMERS	DIRECTOR	1.00	Director	$0	$0	$0
TYLER WILSON	DIRECTOR	1.00	Director	$0	$0	$0
ADAM HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
BEN WILIAMS	DIRECTOR	1.00	Director	$0	$0	$0
DOUG WINTER	DIRECTOR	1.00	Director	$0	$0	$0
DREW SPAVENTA	DIRECTOR	1.00	Director	$0	$0	$0
ED BRYANT	DIRECTOR	1.00	Director	$0	$0	$0
ERIC HORNSTEN	DIRECTOR	1.00	Director	$0	$0	$0
GARY BENITT	DIRECTOR	1.00	Director	$0	$0	$0
GRANT JORDAN	DIRECTOR	1.00	Director	$0	$0	$0
JAY LICHTER	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN KABAKOFF	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN MEISSNER	DIRECTOR	1.00	Director	$0	$0	$0
PAUL JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
RYAN BUELL	DIRECTOR	1.00	Director	$0	$0	$0
TIM MCINTIRE	DIRECTOR	1.00	Director	$0	$0	$0
WENDY ROGERS	DIRECTOR	1.00	Director	$0	$0	$0
MARK WICKER	DIRECTOR	1.00	Director	$0	$0	$0
JAKE BOAZ	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL KRENN	PRESIDENT	40.00	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
2019	$450,825	$665,384	No data	$-214,559
2018	$704,484	$657,615	$214,559	$46,869

SAN DIEGO VENTURE GROUP