San Diego Imperial Counties Developmental Services Foundation (EIN 330209048) - 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

1987

Legal Domicile

Principal Officer

Sitara Sethi

Phone

8582562220

Tax Period

2023-07-01 to 2024-06-30

San Diego Imperial Counties Developmental Services Foundation, founded in 1987, is a community nonprofit in the Diseases & Disorders sector that reported $3.0M in total revenue in fiscal year 2023. Expenses of $2.8M left a modest 7% surplus.

Mission

Provides services, grants and scholarships for the benefit of the developmentally disabled, provides help funds and funding for conferences, training and activities for persons with developmental disabilities.

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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 $115,930

Program Service Revenue $2,680,129

Investment Income $180,513

Other Revenue $11,964

TOTAL REVENUE $2,988,536

Expense Breakdown

Grants Paid $1,081,183

Salaries & Benefits $296,349

Fundraising Expenses $109,831

Program Expenses $2,421,306

Other Expenses $1,411,321

TOTAL EXPENSES $2,788,853

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,988,536	$2,783,225	+0.1%
Expenses	$2,788,853	$2,195,062	+0.3%
Net Income	$199,683	$588,163	-0.7%

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

$141,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sitara Sethi	CEO	040.00	Officer	$141,000	$0	$141,000
Jan Adams	President	001.00	Officer Director	$0	$0	$0
Lori Kay	Vice-Chair	001.00	Officer Director	$0	$0	$0
Jerry Harris	Treasurer	001.00	Officer Director	$0	$0	$0
Angela McNeece	Secretary	001.00	Director	$0	$0	$0
Rose Hanson	Director	001.00	Director	$0	$0	$0
Linda Bay	Director	001.00	Director	$0	$0	$0
Bruce Wexler	Director	001.00	Director	$0	$0	$0
Wade Wilde	Director	001.00	Director	$0	$0	$0
Dan Clark	Director	001.00	Director	$0	$0	$0
Sylvia Paulson-Peterson	Director	001.00	Director	$0	$0	$0
Falon Leszczynski	Director	001.00	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
2025	No data	No data	No data	No data
2024	$2,988,536	$2,788,853	$15,986,516	$199,683
2023	$2,783,225	$2,195,062	$15,676,635	$588,163
2022	$2,685,951	$1,921,398	$15,188,930	$764,553
2021	$2,532,241	$1,850,298	$15,822,314	$681,943
2020	$2,467,920	$2,227,603	$14,890,521	$240,317
2019	$2,235,353	$1,910,229	$14,769,303	$325,124
2018	$2,315,398	$2,461,133	$14,759,277	$-145,735

San Diego Imperial Counties Developmental Services Foundation