SAN DIEGO WORKFORCE PARTNERSHIP INC (EIN 330660504) - 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

1974

Legal Domicile

Principal Officer

MICHAEL COLTON

Phone

6192282900

Tax Period

2024-07-01 to 2025-06-30

SAN DIEGO WORKFORCE PARTNERSHIP INC, founded in 1974, is a mid-sized nonprofit in the Employment sector that reported $42.0M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE REGIONAL EMPLOYMENT AND TRAINING SERVICES THAT INCLUDE THE DEVELOPMENT AND CREATION OF JOB OPPORTUNITIES, TRAINING, EDUCATION, AND OTHER SERVICES NEEDED TO ENABLE INDIVIDUALS TO SECURE AND RETAIN EMPLOYMENT.

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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 $41,998,380

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $41,998,380

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,429,632

Fundraising Expenses $0

Program Expenses $36,947,110

Other Expenses $29,586,478

TOTAL EXPENSES $42,016,110

Year-over-Year Comparison

	2024	2023	Change
Revenue	$41,998,380	$35,418,514	+0.2%
Expenses	$42,016,110	$35,668,470	+0.2%
Net Income	$-17,730	$-249,956	-0.9%

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

185

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

$1,818,960

Total Directors

Key Employees

$338,896

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHIL BLAIR	BOARD MEMBER	2.00	Director	$0	$0	$0
KEVIN JOHNSON	BOARD MEMBER	2.00	Director	$0	$0	$0
RICK VACCARI	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
ANNIE TAAMILO	BOARD MEMBER	2.00	Director	$0	$0	$0
RICKY SHABAZZ	BOARD MEMBER	2.00	Director	$0	$0	$0
CHRISTINA BIBLER	BOARD MEMBER	2.00	Director	$0	$0	$0
BRISA JOHNSON	BOARD MEMBER	2.00	Director	$0	$0	$0
CAROL KIM	BOARD SECRETARY	2.00	Director	$0	$0	$0
MATT DOYLE	BOARD MEMBER	2.00	Director	$0	$0	$0
VERONICA DE LA ROSA	BOARD TREASURER	2.00	Director	$0	$0	$0
KURLING ROBINSON	BOARD CHAIR	2.00	Director	$0	$0	$0
MONICA MONTGOMERY-STEPPE	BOARD MEMBER	2.00	Director	$0	$0	$0
SEAN ELO-RIVERA	BOARD MEMBER	2.00	Director	$0	$0	$0
AIDA ROSA	BOARD MEMBER	2.00	Director	$0	$0	$0
CONNIE LUNDGREN	BOARD MEMBER	2.00	Director	$0	$0	$0
JEFF NOYES	BOARD MEMBER	2.00	Director	$0	$0	$0
JEREMY VELLON	BOARD MEMBER	2.00	Director	$0	$0	$0
EFREM BYCER	BOARD MEMBER	2.00	Director	$0	$0	$0
JAMIE GARDNER	BOARD VICE-CHAIR	2.00	Director	$0	$0	$0
DANENE BROWN	BOARD MEMBER	2.00	Director	$0	$0	$0
TINA KING	BOARD MEMBER	2.00	Director	$0	$0	$0
DORA MENDIVIL	BOARD MEMBER	2.00	Director	$0	$0	$0
GINA LEE	BOARD MEMBER	2.00	Director	$0	$0	$0
CAROLINE SMITH	BOARD MEMBER	2.00	Director	$0	$0	$0
KENT LEE	BOARD MEMBER	2.00	Director	$0	$0	$0
HENRY FOSTER	BOARD MEMBER	2.00	Director	$0	$0	$0
NANCY SASAKI	BOARD MEMBER	2.00	Director	$0	$0	$0
ALEJANDRA ACEVES	VICE PRESIDENT OF PROGRAMS	40.00	Officer	$159,771	$23,507	$183,278
KHALEDA ATTA	CHIEF OPERATING OFFICER	40.00	Officer	$217,270	$43,047	$260,317
RACHEL BEREZA	PRESIDENT AND CEO	40.00	Officer	$265,000	$0	$265,000
MICHAEL COLTON	CHIEF FINANCIAL OFFICER	40.00	Officer	$243,000	$0	$243,000
JEREMY FLOWERS	VICE PRESIDENT OF CLIENT SERVICES	40.00	Officer	$35,339	$3,310	$38,649
BRANDON HARRISON	VICE PRESIDENT OF OPERATIONS	40.00	Officer	$155,322	$23,508	$178,830
KATHY MARTINEZ	CHIEF FINANCIAL OFFICER	20.00	Officer	$50,750	$0	$50,750
MIGUEL VASQUEZ	VICE PRESIDENT OF CLIENT SERVICES	40.00	Officer	$143,211	$13,297	$156,508
ANTHONY YOUNG	PRESIDENT AND CEO	40.00	Officer	$224,965	$40,126	$265,091
CARLYNNE YU	VICE PRESIDENT OF FINANCE	40.00	Officer	$144,560	$32,977	$177,537
CLAUDIA HUERTA	EXTERNAL AFFAIRS ADVISOR	40.00	Key Emp	$151,574	$24,112	$175,686
ADAM JACOBS	DIRECTOR OF COMMUNICATIONS	40.00	Key Emp	$151,385	$11,825	$163,210
SAMUEL FRIEDMAN	MANAGER OF BUSINESS APPLICATIONS	40.00	Highest	$115,038	$15,851	$130,889
MELANIE HITCHCOCK	DIRECTOR OF OPERATIONS AND PROCUREMENT	40.00	Highest	$118,059	$22,907	$140,966
MISHA SNOW	DIRECTOR OF PEOPLE AND CULTURE	40.00	Highest	$106,561	$24,232	$130,793

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	$41,998,380	$42,016,110	$20,658,590	$-17,730
2024	No data	No data	No data	No data
2023	$33,586,977	$33,066,012	$23,517,954	$520,965
2022	$29,452,105	$28,259,914	$16,862,619	$1,192,191
2021	$27,546,774	$27,250,117	$11,460,026	$296,657
2020	$27,203,614	$27,047,209	$9,360,443	$156,405
2019	$28,113,190	$28,177,150	$8,687,883	$-63,960
2018	$28,781,917	$28,812,353	$6,703,880	$-30,436

SAN DIEGO WORKFORCE PARTNERSHIP INC