SAN DIEGO REGIONAL ECONOMIC DEVELOPMENT FOUNDATION (EIN 330992658) - 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

2001

Legal Domicile

Principal Officer

JENNIFER STORM

Phone

6192348484

Tax Period

2022-07-01 to 2023-06-30

SAN DIEGO REGIONAL ECONOMIC DEVELOPMENT FOUNDATION, founded in 2001, is a small nonprofit in the Community Improvement sector that reported $553K in total revenue in fiscal year 2022. Revenue surged 113% from the prior year, signaling strong growth momentum. Expenses of $662K exceeded revenue, resulting in a 20% operating deficit.

Mission

San Diego Regional Economic Development Foundation's mission is to support and cultivate sustainable employment opportunities for San Diego County residents contributing to a prosperous local economy.

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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 (2022)

Revenue Breakdown

Contributions & Grants $553,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $553,000

Expense Breakdown

Grants Paid $97,375

Salaries & Benefits $2,426

Fundraising Expenses $0

Program Expenses $525,806

Other Expenses $562,398

TOTAL EXPENSES $662,199

Year-over-Year Comparison

	2022	2021	Change
Revenue	$553,000	$259,500	+1.1%
Expenses	$662,199	$1,265,272	-0.5%
Net Income	$-109,199	$-1,005,772	-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

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SIERRA SPITZER	Director	0.50	Director	$0	$0	$0
TANA LORAH	Chairwoman	0.50	Officer Director	$0	$0	$0
JACQUIE FURTADO	Director	0.50	Director	$0	$0	$0
DIANA PUETZ	Director	0.50	Director	$0	$0	$0
ADOLFO VENTURA	Director	0.50	Director	$0	$0	$0
JENNIFER STORM	Executive Dir.	20.00	Officer	$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$553,000	$662,199	$404,319	$-109,199
2022	$259,500	$1,265,272	$733,349	$-1,005,772
2021	$1,492,316	$1,673,825	$1,980,321	$-181,509
2020	$2,671,630	$1,086,872	$1,709,606	$1,584,758
2019	$848,636	$933,030	$151,646	$-84,394
2018	$1,052,397	$997,263	$211,919	$55,134

SAN DIEGO REGIONAL ECONOMIC DEVELOPMENT FOUNDATION