COACH OF SAN DIEGO INC (EIN 330919418) - 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

GEORGE R TURK JR

Phone

9495155100

Tax Period

2024-07-01 to 2025-06-30

COACH OF SAN DIEGO INC, founded in 2000, is a community nonprofit in the Housing & Shelter sector that reported $6.4M in total revenue in fiscal year 2024. The organization ran a surplus of $1.4M, a strong 22% operating margin.

Mission

TO PROVIDE LOW INCOME AFFORDABLE HOUSING.

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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 $5,990,521

Investment Income $418,067

Other Revenue $10,907

TOTAL REVENUE $6,419,495

Expense Breakdown

Grants Paid $70,564

Salaries & Benefits $681,227

Fundraising Expenses $0

Program Expenses $4,865,072

Other Expenses $4,272,457

TOTAL EXPENSES $5,024,248

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,419,495	$6,053,653	+0.1%
Expenses	$5,024,248	$4,976,273	+0.0%
Net Income	$1,395,247	$1,077,380	+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

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

$1,628,875

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JON KMETT	DIRECTOR/CHAIRMAN	0.25	Director	$0	$0	$0
BOB BAGBY	DIRECTOR	0.25	Director	$0	$0	$0
KATHY WEAVER	DIRECTOR	0.25	Director	$0	$0	$0
NICK SANCHEZ	DIRECTOR	0.25	Director	$0	$0	$0
JANEES WILLIAMS	DIRECTOR	0.25	Director	$0	$0	$0
GEORGE R TURK JR	PRESIDENT	4.00	Officer	$105,460	$93,575	$1,166,316
LORI CARRAWAY	VICE PRESIDENT/COO	4.00	Officer	$41,254	$50,023	$462,559

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	$6,419,495	$5,024,248	$38,693,074	$1,395,247
2024	No data	No data	No data	No data
2023	$5,571,706	$4,931,627	$37,571,034	$640,079
2022	$5,452,920	$4,864,411	$37,577,491	$588,509
2021	$5,335,062	$4,678,295	$36,003,456	$656,767
2020	$5,291,542	$4,600,129	$35,906,850	$691,413
2019	$5,091,558	$4,496,545	$35,902,210	$595,013
2018	$5,487,662	$4,615,699	$36,869,831	$871,963

COACH OF SAN DIEGO INC