SAN DIEGO HABITAT CONSERVANCY

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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

2000

Legal Domicile

Principal Officer

DON SCOLES

Phone

6193654839

Tax Period

2023-01-01 to 2023-12-31

SAN DIEGO HABITAT CONSERVANCY, founded in 2000, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.3M in total revenue in fiscal year 2023. Revenue fell 51% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $2.2M, a strong 66% operating margin.

Mission

ACQUIRE, MANAGE AND PROTECT LAND IN PERPETUITY THAT SUPPORTS SENSITIVE HABITATS AND SPECIES, AND TO EDUCATE AND INSPIRE PEOPLE AND COMMUNITIES AS STEWARDS AND ADVOCATES OF THEIR NATURAL ENVIRONMENT.

Program Service Accomplishments

Program 1

Expenses: $1,038,298 Revenue: $86,525

THE ORGANIZATION'S PROGRAMS INCLUDE Land Preservation and Stewardship PROGRAM AND A Community Outreach and Education PROGRAM. Land preservation and stewardship includes managing hundreds of acres of natural open space dedicated for conservation in perpetuity, utilizing scientists, biologist and volunteers who perform duties such as mapping and tracking the status of sensitive species and habitat, implementing adaptive management to suit the needs of a particular preserve, working with state and federal wildlife agencies, providing required education to the homeowners surrounding our preserves, mending fences, replacing signs and removing invasive species/weeds. Community outreach and education includes promoting learning opportunities and stimulating interest in the public regarding environmental issues in San Diego, providing education for students pursuing environmental studies or careers, at public outreach events, and hosting guided field trips to the preserves to discuss the importance of habitat and species protection and to show habitat restoration activities in the field.

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,223,342

Program Service Revenue $86,525

Investment Income $29,624

Other Revenue $2,290

TOTAL REVENUE $3,341,781

Expense Breakdown

Grants Paid $0

Salaries & Benefits $497,899

Fundraising Expenses $0

Program Expenses $1,038,298

Other Expenses $634,340

TOTAL EXPENSES $1,132,239

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,341,781	$6,840,271	-0.5%
Expenses	$1,132,239	$921,763	+0.2%
Net Income	$2,209,542	$5,918,508	-0.6%

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

200

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

$173,164

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DON SCOLES	Executive Direc	40.00	Officer	$137,385	$35,779	$173,164
BETH MARTINEZ	MEMBER	0.00	Director	$0	$0	$0
JOE DUFFEL	MEMBER	1.00	Director	$0	$0	$0
KENNETH LITTLE	Treasurer/CFO	1.00	Officer Director	$0	$0	$0
TODD CRESCENZO	MEMBER	1.00	Director	$0	$0	$0
DOREEN STATLANDER	MEMBER	0.00	Director	$0	$0	$0
TRISH JONES-MONDERO	Secretary	1.00	Officer Director	$0	$0	$0
CHRISTINA SCHAEFER	MEMBER	1.00	Director	$0	$0	$0
ERIC MONDERO	President	1.00	Officer Director	$0	$0	$0
CHELITA BORBON	Vice President	1.00	Officer 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	No data	No data	No data	No data
2023	$3,341,781	$1,132,239	$38,404,442	$2,209,542
2022	$6,840,271	$921,763	$33,102,576	$5,918,508
2021	$1,776,381	$788,905	$29,581,349	$987,476
2020	$2,181,515	$651,219	$25,154,702	$1,530,296
2019	$1,084,000	$603,787	$21,343,944	$480,213
2018	$3,481,624	$633,276	$18,579,048	$2,848,348