San Diego County Prosperity Foundation (EIN 461924716) - 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

2013

Legal Domicile

Principal Officer

THOMAS J ZANE JR

Phone

8583241881

Tax Period

2023-01-01 to 2023-12-31

San Diego County Prosperity Foundation, founded in 2013, is a small nonprofit in the Public & Societal Benefit sector that reported $331K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $58K, a strong 17% operating margin.

Mission

The Foundations mission is to support various charitable activities that promote individual societal prosperity locally and beyond

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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 (2023)

Revenue Breakdown

Contributions & Grants $387,162

Program Service Revenue $0

Investment Income $0

Other Revenue $-56,583

TOTAL REVENUE $330,579

Expense Breakdown

Grants Paid $241,886

Salaries & Benefits $0

Fundraising Expenses $2,965

Program Expenses $241,886

Other Expenses $31,152

TOTAL EXPENSES $273,038

Year-over-Year Comparison

	2023	2022	Change
Revenue	$330,579	$405,166	-0.2%
Expenses	$273,038	$256,512	+0.1%
Net Income	$57,541	$148,654	-0.6%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS J ZANE JR	President	5.000	Officer Director	$0	$0	$0
STEVEN MOORE	Secretary thru 112023	1.000		$0	$0	$0
MEGIA SWENTY	Treasurer	1.000	Officer Director	$0	$0	$0
PAULA SYLVIA	Secretary from 1223	1.000	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
2024	No data	No data	No data	No data
2023	$330,579	$273,038	$235,119	$57,541
2022	$405,166	$256,512	$177,578	$148,654

San Diego County Prosperity Foundation