SPECIAL NEEDS RESOURCE FOUNDATION OF SAN DIEGO (EIN 464543603) - 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

2014

Legal Domicile

Principal Officer

Sharon Bay

Phone

6196856970

Tax Period

2025-01-01 to 2025-12-31

SPECIAL NEEDS RESOURCE FOUNDATION OF SAN DIEGO, founded in 2014, is a micro nonprofit in the Mental Health sector that reported $87K in total revenue in fiscal year 2025. Expenses of $112K exceeded revenue, resulting in a 29% operating deficit.

Mission

Our mission is to connect families (and individuals) with disabilities to resources, services and opportunities while encouraging an inclusive community and enhancing quality of life. We print an annual resource guide and organize local community events.

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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 $34,552

Program Service Revenue $48,515

Investment Income $3,728

Other Revenue $0

TOTAL REVENUE $86,795

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $111,719

Other Expenses $111,719

TOTAL EXPENSES $111,719

Year-over-Year Comparison

	2025	2024	Change
Revenue	$86,795	$83,381	+0.0%
Expenses	$111,719	$73,231	+0.5%
Net Income	$-24,924	$10,150	-3.5%

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

N/A

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
Sharon Bay	President	3	Officer	$0	$0	$0
Michele Hancock	Secretary	3	Officer	$0	$0	$0
Linda Bay	Tresurer	3	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	$86,795	$111,719	$107,281	$-24,924
2024	$83,381	$73,231	$132,400	$10,150
2023	$85,396	$74,802	$120,967	$10,594
2022	$77,036	$67,048	$109,212	$9,988
2021	$65,656	$61,623	$99,725	$4,033
2020	$58,214	$48,800	$95,833	$9,414

SPECIAL NEEDS RESOURCE FOUNDATION OF SAN DIEGO