SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION

EIN: 330701029 501(c)(3) Community Improvement

SAN DIEGO, CA

Total Revenue
$-674,052
Total Expenses
$6,591,981
Total Assets
$183,691
Net Assets
$183,628
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1996
Legal Domicile
CA
Principal Officer
MATTHEW FETTIG
Phone
6192352300
Tax Period
2024-07-01 to 2025-06-30

SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION, founded in 1996, is a micro nonprofit in the Community Improvement sector that reported $674K in total revenue in fiscal year 2024. Revenue fell 108% from the prior year — a significant decline worth monitoring.

Mission

THE EXEMPT PURPOSE OF SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION IS TO SUPPORT SAN DIEGO FOUNDATION IN ITS MISSION TO PROMOTE AND INCREASE RESPONSIBLE AND EFFECTIVE PHILANTHROPY BY ACCEPTING, MANAGING AND MARKETING REAL ESTATE GIFTS. SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION ALSO PROVIDES SELECTED REAL ESTATE SERVICES TO OTHER NONPROFIT ORGANIZATIONS WITHIN THE SAN DIEGO COMMUNITY, THUS FURTHERING THE MISSION OF SAN DIEGO FOUNDATION.

Program Service Accomplishments

Program 1
Expenses: $6,402,657 Revenue: $171,050

GIFTS OF REAL ESTATE ARE MANAGED AND LIQUIDATED THROUGH THIS ENTITY WITH THE PROCEEDS CREATING OR SUPPLEMENTING AN ESTABLISHED FUND AT SAN DIEGO FOUNDATION. PROCEEDS FROM SALE OF PROPERTIES ARE...

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GIFTS OF REAL ESTATE ARE MANAGED AND LIQUIDATED THROUGH THIS ENTITY WITH THE PROCEEDS CREATING OR SUPPLEMENTING AN ESTABLISHED FUND AT SAN DIEGO FOUNDATION. PROCEEDS FROM SALE OF PROPERTIES ARE TRANSFERRED TO SAN DIEGO FOUNDATION FOR GRANTING TO THE COMMUNITY OR ADDING TO ENDOWMENT PRINCIPAL.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $171,050
Investment Income $-963,018
Other Revenue $117,916
TOTAL REVENUE $-674,052

Expense Breakdown

Grants Paid $6,380,721
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $6,402,657
Other Expenses $211,260
TOTAL EXPENSES $6,591,981

Year-over-Year Comparison

2024 2023 Change
Revenue $-674,052 $8,045,715 -1.1%
Expenses $6,591,981 $4,556,575 +0.4%
Net Income $-7,266,033 $3,489,140 -3.1%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
7
Employees
N/A
Volunteers
10

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
4
$1,261,435
Total Directors
10
$1,261,435
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARK A STUART CFRE BOARD SECRETARY 0.20
Officer Director
$0 $95,681 $737,409
JAMES HOWELL BOARD TREASURER 2.50
Officer Director
$0 $66,340 $524,026
CINDY J BERTRAND BOARD CHAIR 0.20
Officer Director
$0 $0 $0
RENEE SAVAGE BOARD VICE-CHAIR 0.20
Officer Director
$0 $0 $0
MARK D BITTERLIN DIRECTOR (THRU 02/25) 0.20
Director
$0 $0 $0
JOSEPH A DELANEY DIRECTOR 0.20
Director
$0 $0 $0
LEENA GUPTA DIRECTOR 0.20
Director
$0 $0 $0
TIM MEISSNER DIRECTOR 0.20
Director
$0 $0 $0
ALLAN WASSERMAN DIRECTOR 0.20
Director
$0 $0 $0
TONY YOUSIF DIRECTOR 0.20
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 $-674,052 $6,591,981 $183,691 $-7,266,033
2024 $8,045,715 $4,556,575 $7,498,844 $3,489,140
2023 $4,153,801 $511,742 $4,080,844 $3,642,059
2022 $7,296,204 $7,658,489 $318,480 $-362,285
2021 $2,759,856 $2,204,441 $684,799 $555,415
2020 $-98,518 $2,005,557 $125,475 $-2,104,075
2019 $2,688,179 $249,405 $2,230,197 $2,438,774
2018 $-75,000 $3,172 $40,637 $-78,172
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