THE SAN DIEGO WOMEN'S FOUNDATION (EIN 330907092) - 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

2000

Legal Domicile

Principal Officer

ROSETTE GARCIA

Phone

6192352300

Tax Period

2024-07-01 to 2025-06-30

THE SAN DIEGO WOMEN'S FOUNDATION, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $808K in total revenue in fiscal year 2024. Net assets of $6.3M represent 94 months of operating reserves.

Mission

SAN DIEGO WOMEN'S FOUNDATION EDUCATES AND INSPIRES WOMEN TO ENGAGE IN COLLECTIVE PHILANTHROPY.

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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 $471,442

Program Service Revenue $7,260

Investment Income $329,042

Other Revenue $0

TOTAL REVENUE $807,744

Expense Breakdown

Grants Paid $268,000

Salaries & Benefits $381,502

Fundraising Expenses $43,763

Program Expenses $551,441

Other Expenses $147,699

TOTAL EXPENSES $797,201

Year-over-Year Comparison

	2024	2023	Change
Revenue	$807,744	$823,600	0.0%
Expenses	$797,201	$719,416	+0.1%
Net Income	$10,543	$104,184	-0.9%

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

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

$168,921

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHANIE COOK	EXECUTIVE DIRECTOR	40.00	Officer	$144,904	$24,017	$168,921
KRISHNA KABRA	PRESIDENT	3.00	Officer Director	$0	$0	$0
ROSETTE GARCIA	PRESIDENT-ELECT & GEC CO-CHAIR	3.00	Officer Director	$0	$0	$0
JULIE MCKAY IMMEDIATE	PAST PRESIDENT (THRU 6/25)	3.00	Officer Director	$0	$0	$0
NADIA FARJOOD	GOVERNANCE CHAIR	3.00	Officer Director	$0	$0	$0
ROCKY HERSHFIELD	SECRETARY & GEC CO-CHAIR	3.00	Officer Director	$0	$0	$0
CAROLYN TAYLOR	TREASURER & FINANCE CHAIR	3.00	Officer Director	$0	$0	$0
SABRINA CARNELL-WILLIAMS	PROGRAM VICE-CHAIR	3.00	Director	$0	$0	$0
TIFFANY AYRES	MEMBERSHIP CHAIR (THRU 6/25)	3.00	Director	$0	$0	$0
KATHLEEN LENNARD	DIG CO-CHAIR	3.00	Director	$0	$0	$0
ELLIE BUCKLIN	DIG CO-CHAIR	3.00	Director	$0	$0	$0
TD SMITH	FELLOWSHIP CHAIR	3.00	Director	$0	$0	$0
KELSEY WADMAN	DIRECTOR	3.00	Director	$0	$0	$0
KESHIA JAVIS-JONES	DIRECTOR	3.00	Director	$0	$0	$0
AMANDA LOPEZ	DIRECTOR	3.00	Director	$0	$0	$0
SHANNON PAVELL	DIRECTOR	3.00	Director	$0	$0	$0
SUSAN PERKINS	DIRECTOR	3.00	Director	$0	$0	$0
ANNIE RODRIGUEZ	DIRECTOR (THRU 6/25)	3.00	Director	$0	$0	$0
TONYA TOROSIAN	DIRECTOR (THRU 6/25)	3.00	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
2025	$807,744	$797,201	$6,355,367	$10,543
2024	$823,600	$719,416	$6,049,000	$104,184
2023	$1,026,080	$723,115	$5,738,521	$302,965
2022	$828,217	$604,153	$5,234,239	$224,064
2021	$1,033,328	$679,819	$5,496,047	$353,509
2020	$933,016	$763,739	$4,342,511	$169,277
2019	$719,694	$640,130	$4,227,837	$79,564
2018	$636,257	$517,904	$4,119,749	$118,353

THE SAN DIEGO WOMEN'S FOUNDATION