SAN DIEGO PUBLIC LIBRARY FOUNDATION

EIN: 330959608 501(c)(3) Education

SAN DIEGO, CA

Total Revenue
$4,252,426
Total Expenses
$3,125,189
Total Assets
$10,673,573
Net Assets
$7,126,132
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Financial Trends

Organization Details

Formation Year
2002
Legal Domicile
CA
Principal Officer
PATRICK STEWART
Phone
6192386619
Tax Period
2023-07-01 to 2024-06-30

SAN DIEGO PUBLIC LIBRARY FOUNDATION, founded in 2002, is a community nonprofit in the Education sector that reported $4.3M in total revenue in fiscal year 2023. Revenue surged 82% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 27% operating margin.

Mission

THE LIBRARY FOUNDATION STRENGTHENS COMMUNITIES BY SUPPORTING EXCELLENCE IN THE SAN DIEGO PUBLIC LIBRARY SYSTEM THROUGH PHILANTHROPY, ADVOCACY AND OUTREACH.

Program Service Accomplishments

Program 1
Expenses: $1,490,865

LIBRARY FOUNDATION SD SUPPORT FOR PROGRAMS, BOOKS AND OTHER MATERIALS AND EQUIPMENT HELPED THE LIBRARY BE THE PLACE FOR OPPORTUNITY, DISCOVERY, AND INSPIRATION. PROGRAMS SUPPORTED BY LIBRARY...

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LIBRARY FOUNDATION SD SUPPORT FOR PROGRAMS, BOOKS AND OTHER MATERIALS AND EQUIPMENT HELPED THE LIBRARY BE THE PLACE FOR OPPORTUNITY, DISCOVERY, AND INSPIRATION. PROGRAMS SUPPORTED BY LIBRARY FOUNDATION SD DONORS PREPARED LEARNERS OF ALL AGES TO SUCCEED IN SCHOOL, THE WORKPLACE AND IN THEIR COMMUNITIES. FROM SUPPORTING ONLINE AND IN-LIBRARY HOMEWORK HELP, TRAINING ON COMPUTER PROGRAMMING THAT SPARKS AN INTEREST IN TECHNOLOGY FIELDS, TO CLASSES ON COMPUTER SKILLS AND WRITING A RESUME, LIBRARY DONORS HELPED ENSURE ACADEMIC AND CAREER SUCCESS.

Program 2
Expenses: $47,000

LIBRARY FOUNDATION SD SUPPORTED THE COMPLETION OF A LIBRARY MASTER PLAN FRAMEWORK DOCUMENT THAT WILL PROVIDE A LONG-RANGE VISION AND STRATEGY FOR INVESTMENTS IN LIBRARY FACILITIES, PROGRAMS, AND...

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LIBRARY FOUNDATION SD SUPPORTED THE COMPLETION OF A LIBRARY MASTER PLAN FRAMEWORK DOCUMENT THAT WILL PROVIDE A LONG-RANGE VISION AND STRATEGY FOR INVESTMENTS IN LIBRARY FACILITIES, PROGRAMS, AND TECHNOLOGY. DEVELOPMENT OF THE NEW PLAN IS ESSENTIAL AS THE CURRENT LIBRARY MASTER PLAN IS NEARLY 20 YEARS OLD AND NO LONGER REFLECTS THE MAKE-UP OF SAN DIEGO COMMUNITIES OR HOW THE LIBRARY HAS EVOLVED AND IS USED TODAY.

Program 3
Expenses: $63,198

LIBRARY FOUNDATION SD IS PART OF A COMMUNITY-BASED COALITION LOOKING TO IMPROVE SAN DIEGO'S LIBRARIES AND PARKS THROUGH A BALLOT INITIATIVE. THE LIBRARY FOUNDATION AND ITS PARTNERS ARE GATHERING...

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LIBRARY FOUNDATION SD IS PART OF A COMMUNITY-BASED COALITION LOOKING TO IMPROVE SAN DIEGO'S LIBRARIES AND PARKS THROUGH A BALLOT INITIATIVE. THE LIBRARY FOUNDATION AND ITS PARTNERS ARE GATHERING SIGNATURES OF SAN DIEGO VOTERS TO PLACE THE LIBRARIES AND PARKS INVESTMENT ACT ON THE NOVEMBER 2026 BALLOT. IF PASSED, THE MEASURE WOULD GENERATE AN ADDITIONAL $40 TO $45 MILLION ANNUALLY TO IMPROVE SAN DIEGO LIBRARIES AND PARKS.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,025,920
Program Service Revenue $0
Investment Income $248,260
Other Revenue $-21,754
TOTAL REVENUE $4,252,426

Expense Breakdown

Grants Paid $1,554,063
Salaries & Benefits $1,289,220
Fundraising Expenses $429,628
Program Expenses $2,127,624
Other Expenses $281,906
TOTAL EXPENSES $3,125,189

Year-over-Year Comparison

2023 2022 Change
Revenue $4,252,426 $2,330,247 +0.8%
Expenses $3,125,189 $3,348,704 -0.1%
Net Income $1,127,237 $-1,018,457 -2.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
12
Independent Members
12
Employees
17
Volunteers
100

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
6
$547,993
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RENEE SCHOR BOARD CHAIR 10.00
Officer Director
$0 $0 $0
BRYAN CARPENTER TREASURER 5.00
Officer Director
$0 $0 $0
JUDITH WENKER SECRETARY 3.00
Officer Director
$0 $0 $0
RUTH BUSH DIRECTOR 1.00
Director
$0 $0 $0
JANICE CHARLEY DIRECTOR 1.00
Director
$0 $0 $0
MICHAEL COX DIRECTOR 1.00
Director
$0 $0 $0
ELIZABETH HANSEN DIRECTOR 1.00
Director
$0 $0 $0
KATHERINE JOHNSTON DIRECTOR 1.00
Director
$0 $0 $0
GREG MARKOW DIRECTOR 1.00
Director
$0 $0 $0
ARNULFO MANRIQUEZ DIRECTOR 1.00
Director
$0 $0 $0
MELISSA PETERMAN DIRECTOR 1.00
Director
$0 $0 $0
SAM YOEUTH DIRECTOR 1.00
Director
$0 $0 $0
PATRICK STEWART CHIEF EXECUTIVE OFFICER 55.00
Officer
$198,887 $30,115 $229,002
NATALIE GANZ CHIEF STRATEGY & ENGAGEMENT OFFICER 45.00
Officer
$153,859 $14,204 $168,063
JEFF ROWLAND CHIEF FINANCIAL OFFICER 45.00
Officer
$135,064 $15,864 $150,928
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 No data No data No data No data
2024 $4,252,426 $3,125,189 $10,673,573 $1,127,237
2023 $2,330,247 $3,348,704 $6,475,500 $-1,018,457
2022 $3,117,444 $2,838,178 $7,308,503 $279,266
2021 $3,670,828 $2,362,791 $7,883,623 $1,308,037
2020 $2,347,348 $2,119,229 $6,334,462 $228,119
2019 $4,679,605 $3,323,229 $6,766,041 $1,356,376
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