SAN DIEGO REGION SMALL BUSINESS DE… - Form 990 Financial Data

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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

NATALIE GUNN

Phone

7036472360

Tax Period

2024-01-01 to 2024-12-31

SAN DIEGO REGION SMALL BUSINESS DEVELOPMENT CORPORATION, founded in 1989, is a micro nonprofit in the Community Improvement sector that reported $26K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $45K exceeded revenue, resulting in a 74% operating deficit.

Mission

TO PROMOTE ECONOMIC DEVELOPMENT OF SMALL BUSINESS IN SAN DIEGO, CALIFORNIA.

Program Service Accomplishments

Program 1

Expenses: $25,213 Revenue: $500

TO PROMOTE ECONOMIC DEVELOPMENT OF SMALL BUSINESS BY MAKING AVAILABLE MANAGEMENT ASSISTANCE AND OTHER RESOURCES TO PROMOTE HEALTH, SAFETY AND SOCIAL WELFARE OF THE CITIZENS OF CALIFORNIA. TO...

TO PROMOTE ECONOMIC DEVELOPMENT OF SMALL BUSINESS BY MAKING AVAILABLE MANAGEMENT ASSISTANCE AND OTHER RESOURCES TO PROMOTE HEALTH, SAFETY AND SOCIAL WELFARE OF THE CITIZENS OF CALIFORNIA. TO ELIMINATE UNEMPLOYMENT OF THE ECONOMICALLY DISADVANTAGED OF THE STATE, AND TO STIMULATE ECONOMIC DEVELOPMENT, EMPLOYMENT, MINORITY GROUP AND DISABLED PERSONS ENTREPRENEURSHIP.

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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 $25,000

Program Service Revenue $0

Investment Income $532

Other Revenue $500

TOTAL REVENUE $26,032

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,213

Other Expenses $45,180

TOTAL EXPENSES $45,180

Year-over-Year Comparison

	2024	2023	Change
Revenue	$26,032	$31,369	-0.2%
Expenses	$45,180	$46,155	0.0%
Net Income	$-19,148	$-14,786	+0.3%

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

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

$956,415

Total Directors

$1,074,353

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELLIS CARR	DIRECTOR	1.00	Director	$0	$35,104	$1,064,353
TYLER ORION	DIRECTOR	1.00	Director	$0	$0	$5,000
FRANK ROBINSON	DIRECTOR	1.00	Director	$0	$0	$5,000
MONTE JONES	DIRECTOR	1.00	Director	$0	$0	$0
NATALIE GUNN	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$67,112	$518,870
ROBERT VILLARREAL	PRESIDENT/EVP	1.00	Officer	$0	$0	$0
BRIAN MCEVOY	SECRETARY	1.00	Officer	$0	$58,530	$437,545

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	$26,032	$45,180	$1,885,520	$-19,148
2023	$31,369	$46,155	$1,908,554	$-14,786
2022	$1,038	$6,264	$1,907,954	$-5,226
2021	$4,158	$6,497	$2,304,266	$-2,339
2021	$1,245,990	$1,252,829	$2,387,145	$-6,839
2020	$3,055,358	$2,749,724	$3,424,886	$305,634
2019	$868,861	$614,631	$2,184,710	$254,230
2018	$790,717	$739,105	$1,741,860	$51,612

SAN DIEGO REGION SMALL BUSINESS DEVELOPMENT CORPORATION