San Diego Council on Literacy (EIN 330390376) - 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

1989

Legal Domicile

Phone

6195741641

Tax Period

2023-07-01 to 2024-06-30

San Diego Council on Literacy, founded in 1989, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $513K in total revenue in fiscal year 2023. Revenue fell 43% from the prior year — a significant decline worth monitoring. Expenses of $566K exceeded revenue, resulting in a 10% operating deficit.

Mission

The mission of the Council is to unite the community to support literacy through leadership, advocacy, and resources. The Council provides services that improve quality of life by enhancing basic reading skills.

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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 $511,680

Program Service Revenue $0

Investment Income $1,475

Other Revenue $0

TOTAL REVENUE $513,155

Expense Breakdown

Grants Paid $0

Salaries & Benefits $157,447

Fundraising Expenses $21,966

Program Expenses $506,046

Other Expenses $408,333

TOTAL EXPENSES $565,780

Year-over-Year Comparison

	2023	2022	Change
Revenue	$513,155	$904,914	-0.4%
Expenses	$565,780	$840,377	-0.3%
Net Income	$-52,625	$64,537	-1.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jose Cruz	CEO	40.00		$86,544	$0	$86,544
Frank Wofford	Chairman	2.00	Officer Director	$0	$0	$0
Carrie Scott	Vice President	2.00	Officer Director	$0	$0	$0
Lucas A Woodward Esq LLM	Secretary	2.00	Officer Director	$0	$0	$0
Paul Benny	Treasurer	2.00	Officer Director	$0	$0	$0
Angelica Gamble-Wong	Director	1.00	Director	$0	$0	$0
Kristin Shea-Thiel	Director	1.00	Director	$0	$0	$0
Janice Reynoso	Director	1.00	Director	$0	$0	$0
Erika Bird	Director	1.00	Director	$0	$0	$0
Rachael Orose MPA	Director	1.00	Director	$0	$0	$0
Rhianna Basore	Director	2.00	Director	$0	$0	$0
Kristie Bruce-Lane	Director	1.00	Director	$0	$0	$0
Mary G Colacicco PhD	Director	1.00	Director	$0	$0	$0
Valerie Brown	Director	1.00	Director	$0	$0	$0
Jessica Baron	Director	1.00	Director	$0	$0	$0
Chelsea Genack Eggli	Director	1.00	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	$513,155	$565,780	$122,369	$-52,625
2023	$904,914	$840,377	$176,870	$64,537
2022	$565,467	$559,379	$101,362	$6,088
2021	$1,308,539	$2,215,760	$152,485	$-907,221
2020	$1,285,739	$293,674	$1,058,286	$992,065
2019	$284,258	$277,648	$66,767	$6,610
2018	$326,777	$365,300	$67,263	$-38,523

San Diego Council on Literacy