SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION (EIN 330701029) - 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

1996

Legal Domicile

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

INCREASE RESPONSIBLE PHILANTHROPY BY ACCEPTING, MANAGING AND MARKETING REAL ESTATE GIFTS.

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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 $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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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

N/A

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

$1,261,435

Total Directors

$1,261,435

Key Employees

Highest Compensated

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

SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION