SAN DIEGO BLDG OWNERS & MANAGERS A… - Form 990 Financial Data

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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

1983

Legal Domicile

Principal Officer

MELANIE BAMBA MILINKEVICH

Phone

6192368397

Tax Period

2024-01-01 to 2024-12-31

SAN DIEGO BLDG OWNERS & MANAGERS ASSN, founded in 1983, is a small nonprofit that reported $527K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $480K left a modest 9% surplus.

Mission

BOMA SAN DIEGO PROMOTES THE INTERESTS OF A CHANGING COMMERCIAL REAL ESTATE INDUSTRY BY ENCOURAGING PARTNERSHIPS IN PROFESSIONAL DEVELOPMENT, NETWORKING AND ADVOCACY.

Program Service Accomplishments

Program 1

THE ORGANIZATION HOLDS MONTHLY MEETINGS WITH GUEST SPEAKERS FOR MEMBERS TO PROMOTE INTERACTION WITHIN THE ORGANIZATION.

Program 2

DUES PAYING MEMBERS ALSO RECEIVE MEMBERSHIP IN BOMA INTERNATIONAL AND BOMA CALIFORNIA.

Program 3

THE ORGANIZATION OFFERS SEMINARS AND CERTIFICATION PROGRAMS THAT COVER ALL AREAS OF COMMERCIAL BUILDING AND MANAGEMENT OPERATIONS.

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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 $264,508

Investment Income $5,438

Other Revenue $257,173

TOTAL REVENUE $527,119

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $479,994

TOTAL EXPENSES $479,994

Year-over-Year Comparison

	2024	2023	Change
Revenue	$527,119	$469,312	+0.1%
Expenses	$479,994	$454,950	+0.1%
Net Income	$47,125	$14,362	+2.3%

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
MELANIE BAMBA MILINKEVICH	PRESIDENT	3.00	Officer Director	$0	$0	$0
RENATO VAZQUEZ	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
NICOLE SCHUCK	TREASURER	3.00	Director	$0	$0	$0
AMBER MOLINA	SECRETARY	3.00	Director	$0	$0	$0
CALI BIRD	MEMBER-AT-LARGE	3.00	Director	$0	$0	$0
ANN DILORENZO	MEMBER-AT-LARGE	3.00	Director	$0	$0	$0
TIYANA SMALLEGAN	MEMBER-AT-LARGE	3.00	Director	$0	$0	$0
MEGAN HORSFIELD	MEMBER-AT-LARGE	3.00	Director	$0	$0	$0
STACY KURKO	MEMBER-AT-LARGE	3.00	Director	$0	$0	$0
SHELBY BALLOW	MEMBER-AT-LARGE	3.00	Director	$0	$0	$0
CYNTHIA STELZER ESQ	GENERAL COUNSEL	3.00	Director	$0	$0	$0
THOR EMBLEM	IMMEDIATE PAST PRESIDENT	3.00	Director	$0	$0	$0
AUDREY DOHERTY	EXECUTIVE DIRECTOR	3.00	Director	$0	$0	$0
CRAIG BENEDETTO	LEGISLATIVE ADVOCATE	3.00	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	$527,119	$479,994	$537,186	$47,125
2023	$469,312	$454,950	$485,196	$14,362
2022	$533,373	$459,690	$458,727	$73,683
2021	$366,935	$359,711	$385,044	$7,224
2020	$364,505	$316,470	$377,820	$48,035
2019	$457,720	$417,721	$329,785	$39,999
2018	$489,779	$468,668	$289,786	$21,111

SAN DIEGO BLDG OWNERS & MANAGERS ASSN