German American Societies of San Diego (EIN 475054543) - 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

1965

Legal Domicile

Principal Officer

Joel Contreras

Phone

6195839487

Tax Period

2024-04-01 to 2025-03-31

German American Societies of San Diego, founded in 1965, is a small nonprofit in the Arts, Culture & Humanities sector that reported $552K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $240K, a strong 43% operating margin.

Mission

The mission is to preserve the German heritage through educational, cultural and service activities ultimately furthering the understanding of German-American contributions to the growth of American history.

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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 (2024)

Revenue Breakdown

Contributions & Grants $37,928

Program Service Revenue $127,673

Investment Income $28,968

Other Revenue $357,528

TOTAL REVENUE $552,097

Expense Breakdown

Grants Paid $5,650

Salaries & Benefits $0

Fundraising Expenses $1,670

Program Expenses $273,292

Other Expenses $306,550

TOTAL EXPENSES $312,200

Year-over-Year Comparison

	2024	2023	Change
Revenue	$552,097	$435,208	+0.3%
Expenses	$312,200	$249,508	+0.3%
Net Income	$239,897	$185,700	+0.3%

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
Joel Contreras	President	5.00	Officer Director	$0	$0	$0
Laurence Parme	Secretary	5.00	Officer Director	$0	$0	$0
Deborah Sandvig	Treasurer	10.00	Officer Director	$0	$0	$0
Karl Becker	Director	2.00	Director	$0	$0	$0
Lisel Ferguson	Vice President	2.00	Officer Director	$0	$0	$0
Peter Battaglia	Director	2.00	Director	$0	$0	$0
Tim Lucas	Director	2.00	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	$552,097	$312,200	$1,605,013	$239,897
2024	$435,208	$249,508	$1,365,514	$185,700
2023	$515,932	$219,735	$1,283,048	$296,197
2023	$412,178	$219,735	$1,179,814	$192,443
2022	$295,264	$109,269	$975,975	$185,995
2021	$82,645	$170,288	$789,663	$-87,643
2020	$366,982	$247,755	$818,473	$119,227
2019	$347,565	$234,143	$699,246	$113,422
2018	$301,146	$229,712	$585,824	$71,434

German American Societies of San Diego