Being Alive San Diego

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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

Principal Officer

Shannon Wagner

Phone

6192911400

Tax Period

2024-07-01 to 2025-06-30

Being Alive San Diego, founded in 1989, is a small nonprofit in the Diseases & Disorders sector that reported $411K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $476K exceeded revenue, resulting in a 16% operating deficit.

Mission

To deliver quaility compassionate services to people affected by HIV/AIDS and to provide education and referral services to those in need.

Program Service Accomplishments

Program 1

Expenses: $234,785

HOPWA - The HOPWA Helping Hands Moving Project assists people suffering from HIV/AIDS to move their personal belongings. The HOPWAS Utility Assistance Project provides utility assistance payments to...

Program 2

Expenses: $65,857 Revenue: $75,925

ADAP- Being Alive San Diego has a fee for services agreement with the State of California to provide enrollment and consuling regarding the Aids Drug Assistance Program ADAP. This is a prescription drug and insurance assistance program that is funded by the Ryan White CARE legistlation and state funds. Being Alive San Diego is paid for the enrollment services.

Program 3

Expenses: $69,869

Other Programs - Being Alive provides information and education services to over 8,000 individuals annually. These include low income, disabled, and homeless HIV infected individuals in San Diego...

Other Programs - Being Alive provides information and education services to over 8,000 individuals annually. These include low income, disabled, and homeless HIV infected individuals in San Diego. BASD collects tickets from local theatres and other venues. BASD then distributes these tickets to clients.

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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 $310,483

Program Service Revenue $75,925

Investment Income $23,566

Other Revenue $776

TOTAL REVENUE $410,750

Expense Breakdown

Grants Paid $0

Salaries & Benefits $291,097

Fundraising Expenses $14,734

Program Expenses $370,511

Other Expenses $184,968

TOTAL EXPENSES $476,065

Year-over-Year Comparison

	2024	2023	Change
Revenue	$410,750	$544,218	-0.2%
Expenses	$476,065	$469,364	+0.0%
Net Income	$-65,315	$74,854	-1.9%

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

$105,833

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Shannon Wagner	Executive Director	040.00	Officer	$92,641	$13,192	$105,833
Daniel Lee	President	004.00	Officer Director	$0	$0	$0
John Steinmetz Jul 24-May 25	Secretary	004.00	Officer Director	$0	$0	$0
Guy White	Treasurer	004.00	Officer Director	$0	$0	$0
Aaron Willcott	Director	004.00	Director	$0	$0	$0
Terry Vaughn	Director	004.00	Director	$0	$0	$0
Maile Young	Director	004.00	Director	$0	$0	$0
Don Caulfield	Director	004.00	Director	$0	$0	$0
Alejandro Ponce	Director	004.00	Director	$0	$0	$0
Christopher Mueller	Director	004.00	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	$410,750	$476,065	$932,498	$-65,315
2024	$544,218	$469,364	$868,240	$74,854
2023	$437,212	$455,543	$797,208	$-18,331
2022	$484,000	$391,568	$764,715	$92,432
2021	$758,827	$305,784	$677,896	$453,043
2020	$518,773	$442,204	$223,352	$76,569
2019	$521,438	$461,277	$145,977	$60,161