NAIOP SAN DIEGO FOUNDATION (EIN 462537706) - 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

Phone

8585094110

Tax Period

2025-01-01 to 2025-12-31

NAIOP SAN DIEGO FOUNDATION, founded in 2013, is a small nonprofit in the Public & Societal Benefit sector that reported $299K in total revenue in fiscal year 2025. Expenses of $360K exceeded revenue, resulting in a 20% operating deficit.

Mission

TO SPEARHEAD DIFFERENT WORTHY COMMUNITY OUTREACH PROGRAMS, SCHOLARSHIP GIVING, RAISE MONEY AND DONATE THE FUNDS TO A NUMBER OF CAUSES FOCUSING PRIMARILY ON LOCAL SAN DIEGO MILITARY AND THEIR FAMILIES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $279,652

Program Service Revenue $0

Investment Income $19,334

Other Revenue $0

TOTAL REVENUE $298,986

Expense Breakdown

Grants Paid $288,975

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $349,776

Other Expenses $70,818

TOTAL EXPENSES $359,793

Year-over-Year Comparison

	2025	2024	Change
Revenue	$298,986	$301,623	0.0%
Expenses	$359,793	$264,900	+0.4%
Net Income	$-60,807	$36,723	-2.7%

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

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
JOHN J GARRIGAN III	Director	0.20	Director	$0	$0	$0
DENNIS VISSER	Director	0.20	Director	$0	$0	$0
JEFF BURGES	Treasurer	0.20	Officer Director	$0	$0	$0
CHRIS PASCALE	Director	0.20	Director	$0	$0	$0
JOE BERTOCCHINI	Director	0.20	Director	$0	$0	$0
MIKE MCNERNEY	President	0.20	Officer Director	$0	$0	$0
JEFF STOKE	GENERAL COUNSEL	0.20	Officer Director	$0	$0	$0
HACK ADAMS	Director	0.20	Director	$0	$0	$0
ADAM SEERY	Director	0.20	Director	$0	$0	$0
BRUSON HOWARD	Director	0.20	Director	$0	$0	$0
JIM LAVERTY	Director	0.20	Director	$0	$0	$0
JAY BOYLE	Director	0.20	Director	$0	$0	$0
JOANNE RICHA	Director	0.20	Director	$0	$0	$0
WYATT CAMPBELL	Director	0.20	Director	$0	$0	$0
NICK ALFORD	Director	0.20	Director	$0	$0	$0
BRET MORRISS	Director	0.20	Director	$0	$0	$0
MICHAEL PETERSON	Director	0.20	Director	$0	$0	$0
REBEKAH MAY	Director	0.20	Director	$0	$0	$0
BOBBY MORALES	Director	0.20	Director	$0	$0	$0
KAREN BURGES	Executive Dir.	0.20	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	$298,986	$359,793	$546,377	$-60,807
2024	No data	No data	No data	No data
2023	$264,331	$279,417	$570,473	$-15,086
2022	$248,860	$221,271	$592,817	$27,589
2021	$195,659	$126,008	$557,893	$69,651

NAIOP SAN DIEGO FOUNDATION