ACLU FOUNDATION OF SAN DIEGO & IMP… - 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

1988

Legal Domicile

Phone

6192322121

Tax Period

2024-04-01 to 2025-03-31

ACLU FOUNDATION OF SAN DIEGO & IMPERIAL COUNTIES, founded in 1988, is a community nonprofit that reported $3.9M in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. Expenses of $4.7M exceeded revenue, resulting in a 23% operating deficit.

Mission

ACLU Foundation of San Diego & Imperial Counties, Inc. (the Foundation) is a California Nonprofit Corporation (exempt under Section 501(c)(3)) incorporated on December 23, 1988. The Foundation works to protect and expand fairness, equity, and freedom through community engagement, building power, policy advocacy, and impact litigation.

Program Service Accomplishments

Program 1

Expenses: $3,479,471

The Foundation works to protect and expand fairness, equity, and freedom through community engagement, building power, policy advocacy, and impact litigation.

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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 $3,736,862

Program Service Revenue $0

Investment Income $116,006

Other Revenue $5,159

TOTAL REVENUE $3,858,027

Expense Breakdown

Grants Paid $6,500

Salaries & Benefits $3,619,740

Fundraising Expenses $603,493

Program Expenses $3,479,471

Other Expenses $1,111,170

TOTAL EXPENSES $4,737,410

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,858,027	$2,716,990	+0.4%
Expenses	$4,737,410	$4,418,340	+0.1%
Net Income	$-879,383	$-1,701,350	-0.5%

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

$424,962

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NORMA CHAVEZ-PETERSON	Executive Dir.	37.50	Officer	$230,382	$38,145	$294,125
JEFFREY WERGELES	FMR Deputy Dir	37.50		$199,653	$13,119	$234,956
CHERYL PHELPS	CHIEF COMM OFFICER	37.50		$156,620	$22,533	$196,555
CHRISTIE LOVE HILL	ADVOC & LEGAL DIR	37.50		$150,340	$20,080	$187,124
SARAH ELIZABETH HUCK	CHIEF PHIL OFFICER	37.50		$128,592	$21,611	$164,491
EFAON COBB	DEP LEGAL DIR	37.50		$130,039	$7,716	$152,204
SAMANTHA OLLINGER	DEPUTY COO	37.25	Officer	$105,243	$13,900	$130,837
WEDAD SCHLOTTE	Director	0.10	Director	$0	$0	$0
ADELA MASON	Director	0.10	Director	$0	$0	$0
THOMAS GILKISON	Director	0.10	Director	$0	$0	$0
DANIELA FLORES	Director	0.10	Director	$0	$0	$0
ANGELA REED	Director	0.10	Director	$0	$0	$0
BEN AGUILAR	Director	0.10	Director	$0	$0	$0
DEBBIE FRITSCH	Director	0.20	Director	$0	$0	$0
KWOFI REED	Director	0.10	Director	$0	$0	$0
JASMINE YOUNG	Director	0.10	Director	$0	$0	$0
MANISHA SHARMA	Director	0.10	Director	$0	$0	$0
MICHELE MCKENZIE	Secretary	0.10	Officer Director	$0	$0	$0
PAT WILSON	Director	0.10	Director	$0	$0	$0
VIVIANA OCHOA	Director	0.20	Director	$0	$0	$0
ANDREA ST JULIAN	Director	0.10	Director	$0	$0	$0
ANDREA CUBBIT	Director	0.10	Director	$0	$0	$0
NEAL ORTEGUERRA	CA Action Rep	0.10	Director	$0	$0	$0
KIM KNOX	Vice President	0.10	Officer Director	$0	$0	$0
ALBERTO GALVAN	Director	0.10	Director	$0	$0	$0
GEORGE MAJEED KHOURY	Director	0.10	Director	$0	$0	$0
AMBER CYPHERS STEPHENS	President	0.40	Officer Director	$0	$0	$0
GREG ROSE	Treasurer	0.10	Officer Director	$0	$0	$0
VERONICA WILLIAMS	EDI OFFICER	0.10	Director	$0	$0	$0
ANA GLORIA RODRIGUEZ	Director	0.10	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	$3,858,027	$4,737,410	$8,820,759	$-879,383
2024	$2,716,990	$4,418,340	$7,763,316	$-1,701,350
2023	$2,407,910	$4,323,833	$9,212,943	$-1,915,923
2022	$6,106,880	$4,868,110	$11,164,604	$1,238,770
2021	$4,648,354	$4,483,263	$9,665,883	$165,091
2020	$3,824,070	$4,159,816	$8,104,222	$-335,746
2019	$3,302,526	$4,373,174	$8,610,720	$-1,070,648
2018	$4,640,960	$4,139,459	$9,576,780	$501,501

ACLU FOUNDATION OF SAN DIEGO & IMPERIAL COUNTIES