SAN FRANCISCO MUNICIPAL EXECUTIVES ASSOCIATION (EIN 455254690) - 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

1943

Legal Domicile

Principal Officer

CRISS ROMERO

Phone

4159897244

Tax Period

2022-07-01 to 2023-06-30

SAN FRANCISCO MUNICIPAL EXECUTIVES ASSOCIATION, founded in 1943, is a community nonprofit in the Community Improvement sector that reported $1.1M in total revenue in fiscal year 2022. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $1.2M exceeded revenue, resulting in a 13% operating deficit.

Mission

PROMOTE PROFESSIONAL EXCELLENCE FOR OUR CITY'S MANAGERS AND MAINTAIN HIGHEST ETHICAL STANDARDS.

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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 $1,045,764

Program Service Revenue $0

Investment Income $25,959

Other Revenue $0

TOTAL REVENUE $1,071,723

Expense Breakdown

Grants Paid $0

Salaries & Benefits $962,395

Fundraising Expenses $0

Program Expenses $1,205,942

Other Expenses $243,547

TOTAL EXPENSES $1,205,942

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,071,723	$947,286	+0.1%
Expenses	$1,205,942	$930,420	+0.3%
Net Income	$-134,219	$16,866	-9.0%

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
IRELLA BLACKWOOD	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK CULKINS	Vice President	1.00	Officer Director	$0	$0	$0
DAISY AGUALLO	BOARD MEMBER	1.00	Director	$0	$0	$0
RALLY CATAPANG	ASST TREASURER	1.00	Officer Director	$0	$0	$0
MICHAEL LAT	BOARD MEMBER	1.00	Director	$0	$0	$0
CHIA YU	Treasurer	1.00	Officer Director	$0	$0	$0
NICOLE JONES	BOARD MEMBER	1.00	Director	$0	$0	$0
JOCELYN QUINTOS	President	1.00	Officer Director	$0	$0	$0
MARK PERLITE	BOARD MEMBER	1.00	Director	$0	$0	$0
Charles Schuler	Secretary	1.00	Officer 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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,071,723	$1,205,942	$1,032,002	$-134,219
2022	$947,286	$930,420	$1,125,283	$16,866
2021	$840,751	$770,602	$1,049,183	$70,149
2020	$831,383	$880,538	$930,601	$-49,155
2019	$799,442	$894,096	$979,756	$-94,654
2018	$683,222	$620,630	$1,074,410	$62,592
2017	$617,191	$552,644	$1,011,818	$64,547

SAN FRANCISCO MUNICIPAL EXECUTIVES ASSOCIATION