Catalyst of San Diego & Imperial Counties (EIN 330868261) - 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

1999

Legal Domicile

Phone

8588753333

Tax Period

2024-01-01 to 2024-12-31

Catalyst of San Diego & Imperial Counties, founded in 1999, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.1M in total revenue in fiscal year 2024. Revenue fell 69% from the prior year — a significant decline worth monitoring. Expenses of $4.0M exceeded revenue, resulting in a 26% operating deficit.

Mission

Our Mission is to connect and activate funders to learn, lead and invest in our community.

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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 $2,523,317

Program Service Revenue $493,820

Investment Income $121,956

Other Revenue $3,000

TOTAL REVENUE $3,142,093

Expense Breakdown

Grants Paid $1,173,316

Salaries & Benefits $1,615,863

Fundraising Expenses $60,787

Program Expenses $3,597,557

Other Expenses $1,184,036

TOTAL EXPENSES $3,973,215

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,142,093	$10,051,312	-0.7%
Expenses	$3,973,215	$9,928,116	-0.6%
Net Income	$-831,122	$123,196	-7.7%

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

$192,039

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Megan Thomas	President CEO	040.00	Officer	$176,821	$15,218	$192,039
Kimberly Phillips Boehm	Chair	004.00	Officer Director	$0	$0	$0
Shaina Gross	Secretary	002.00	Officer Director	$0	$0	$0
Jeffrey Kim	Treasurer	002.00	Officer Director	$0	$0	$0
Roque Barros	Director	001.00	Director	$0	$0	$0
Neville Billimoria	Director	001.00	Director	$0	$0	$0
Matt D'Arrigo	Director	001.00	Director	$0	$0	$0
Julia Dorfman	Director	001.00	Director	$0	$0	$0
Ray Ellis	Director	001.00	Director	$0	$0	$0
Sarah Lyman	Director	001.00	Director	$0	$0	$0
Eric Morrison Smith	Director	001.00	Director	$0	$0	$0
Diana Ross	Director	001.00	Director	$0	$0	$0
Mark Tran	Director	001.00	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
2024	$3,142,093	$3,973,215	$7,880,784	$-831,122
2023	$10,051,312	$9,928,116	$8,246,419	$123,196
2022	$2,781,597	$3,175,067	$6,599,880	$-393,470
2021	$2,813,093	$2,291,713	$7,738,471	$521,380
2020	$5,574,424	$4,502,701	$7,083,916	$1,071,723
2019	$2,847,923	$2,670,253	$5,629,637	$177,670
2018	$4,712,215	$2,184,936	$4,683,944	$2,527,279

Catalyst of San Diego & Imperial Counties