INFO LINE OF SAN DIEGO COUNTY

EIN: 331029843 501(c)(3) Human Services

SAN DIEGO, CA

Total Revenue
$26,859,229
Total Expenses
$26,229,937
Total Assets
$13,399,697
Net Assets
$10,671,540
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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
2003
Legal Domicile
CA
Principal Officer
WILLIAM YORK
Phone
8583001300
Tax Period
2024-07-01 to 2025-06-30

INFO LINE OF SAN DIEGO COUNTY, founded in 2003, is a mid-sized nonprofit in the Human Services sector that reported $26.9M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year.

Mission

CONNECT PEOPLE TO RESOURCES & PARTNER WITH OUR COMMUNITY TO TRANSFORM HOW PEOPLE ACCESS HELP.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $495,757
Program Service Revenue $26,195,475
Investment Income $91,589
Other Revenue $76,408
TOTAL REVENUE $26,859,229

Expense Breakdown

Grants Paid $0
Salaries & Benefits $20,321,128
Fundraising Expenses $947,312
Program Expenses $21,016,621
Other Expenses $5,908,809
TOTAL EXPENSES $26,229,937

Year-over-Year Comparison

2024 2023 Change
Revenue $26,859,229 $29,002,503 -0.1%
Expenses $26,229,937 $28,643,214 -0.1%
Net Income $629,292 $359,289 +0.8%
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

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Governance

Voting Members
9
Independent Members
9
Employees
417
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
3
$746,311
Total Directors
12
$0
Key Employees
2
$626,452
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RACHEL GREGG BOARD MEMBER 2.00
Director
$0 $0 $0
DR JAMES DUNFORD BOARD MEMBER 2.00
Director
$0 $0 $0
DANA GOLAN BOARD MEMBER 2.00
Director
$0 $0 $0
TANA LORAH BOARD CHAIR 2.00
Director
$0 $0 $0
DIANA PUETZ BOARD MEMBER 2.00
Director
$0 $0 $0
JONATHAN WOLDEMARIAM BOARD MEMBER 2.00
Director
$0 $0 $0
JANE FINLEY VICE CHAIR 2.00
Director
$0 $0 $0
DR RAKESH PATEL BOARD MEMBER 2.00
Director
$0 $0 $0
DR P WESLEY LUNDBERG TREASURER 2.00
Officer Director
$0 $0 $0
KATHERINE KINNAMONT SECRETARY 2.00
Director
$0 $0 $0
PAUL HEGYI BOARD MEMBER 2.00
Director
$0 $0 $0
LORENA SLOMANSON BOARD MEMBER 2.00
Director
$0 $0 $0
WILLIAM YORK PRESIDENT & CEO 50.00
Officer
$380,205 $29,159 $409,364
PAUL REDFERN CHIEF FINANCIAL OFFICER 40.00
Officer
$315,014 $21,933 $336,947
PETER BATTISTEL CHIEF TECHNOLOGY OFFICER 40.00
Key Emp
$292,152 $21,630 $313,782
CAMEY CHRISTENSON CHIEF BUSINESS DEVELOPMENT 40.00
Key Emp
$299,744 $12,926 $312,670
MEGAN STORER CHIEF OF STAFF 40.00
Highest
$244,777 $10,777 $255,554
ADRIAN CARSTENS DIRECTOR CLIENT SERVICES 40.00
Highest
$118,639 $13,314 $131,953
WENDY JENKINS CONTROLLER 40.00
Highest
$134,712 $14,372 $149,084
JESSICA PETER VICE PRESIDENT OF EXTERNAL AFFAIRS 40.00
Highest
$142,676 $13,756 $156,432
JUAN ROJAS SENIOR SALESFORCE ADMINISTRATOR 40.00
Highest
$114,633 $12,500 $127,133
DOUG LUFFBOROUGH CHIEF PEOPLE OFFICER 40.00
$226,515 $1,563 $228,078
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 $26,859,229 $26,229,937 $13,399,697 $629,292
2024 No data No data No data No data
2023 $27,234,985 $26,220,129 $13,427,054 $1,014,856
2022 $25,535,375 $24,336,505 $10,575,127 $1,198,870
2021 $22,038,260 $20,714,042 $9,107,197 $1,324,218
2020 $16,688,479 $15,673,768 $8,441,916 $1,014,711
2019 $12,381,845 $12,745,721 $6,277,855 $-363,876
2018 $12,010,234 $11,681,162 $6,378,483 $329,072
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