ACCESS TO INDEPENDENCE OF SAN DIEGO INC

EIN: 510197097 501(c)(3)

SAN DIEGO, CA

Total Revenue
$2,110,931
Total Expenses
$2,005,248
Total Assets
$2,124,670
Net Assets
$1,463,899
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1976
Legal Domicile
CA
Principal Officer
JHOONAR BARRERA
Phone
6192933500
Tax Period
2023-10-01 to 2024-09-30

ACCESS TO INDEPENDENCE OF SAN DIEGO INC, founded in 1976, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2023. Expenses of $2.0M left a modest 5% surplus.

Mission

ACCESS TO INDEPENDENCE PROMOTES FULL PARTICIPATION OF PEOPLE WITH DISABILITIES, TO HELP MAINTAIN, SUSTAIN, AND MAXIMIZE INDEPENDENCE.

Program Service Accomplishments

Program 1
Expenses: $1,601,286 Revenue: $94,105

ACCESS TO INDEPENDENCE OF SAN DIEGO, INC. SERVES AS A CENTER FOR INDEPENDENT LIVING COMMITTED TO EMPOWERING INDIVIDUALS THROUGHOUT THE REGIONS OF SAN DIEGO, IMPERIAL, AND HONOLULU COUNTIES. EACH OF...

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ACCESS TO INDEPENDENCE OF SAN DIEGO, INC. SERVES AS A CENTER FOR INDEPENDENT LIVING COMMITTED TO EMPOWERING INDIVIDUALS THROUGHOUT THE REGIONS OF SAN DIEGO, IMPERIAL, AND HONOLULU COUNTIES. EACH OF OUR BRANCHES PROVIDES ESSENTIAL SERVICES, INCLUDING TRANSITION, DIVERSION, PEER SUPPORT, PERSONAL ASSISTANCE, ADVOCACY, HOUSING, INDEPENDENT LIVING SKILLS TRAINING, AND INFORMATION AND REFERRAL. IN ADDITION TO THESE CORE OFFERINGS, WE DEVELOP TAILORED PROGRAMS DESIGNED TO ADDRESS THE SPECIFIC NEEDS OF OUR LOCAL COMMUNITIES, ENSURING THAT OUR INITIATIVES RESONATE MEANINGFULLY WITH THOSE WE SERVE.WE ARE GUIDED BY THE BELIEF THAT EVERY INDIVIDUAL DESERVES THE OPPORTUNITY TO FLOURISH. CONSEQUENTLY, ALL OUR SERVICES ARE PROVIDED AT NO COST TO INDIVIDUALS WITH DISABILITIES, IRRESPECTIVE OF AGE OR THE NATURE OF THE DISABILITY. OUR DEDICATION TO PROMOTING COMMUNITY INTEGRATION IS CENTRAL TO OUR MISSION, AS WE ADVOCATE FOR THE CREATION OF BARRIER-FREE ENVIRONMENTS.IN REFLECTING ON OUR ACCOMPLISHMENTS AS OF SEPTEMBER 30, 2024, WE ARE PLEASED TO REPORT THAT WE HAVE SERVED 743 CONSUMERS, OFFERED INFORMATION AND REFERRAL SERVICES TO 4,807 INDIVIDUALS, AND EFFECTIVELY ASSISTED 1,599 PEOPLE IN ACHIEVING THEIR INDEPENDENT LIVING OBJECTIVES WITH THE SUPPORT OF OUR DEDICATED STAFF. FURTHERMORE, WE DEVOTED 3,040 HOURS TO ADVOCACY EFFORTS AIMED AT FACILITATING SYSTEMIC CHANGE IN CRITICAL AREAS SUCH AS EMPLOYMENT, TRANSPORTATION, AND HEALTHCARE ACCESS. WE HAVE SUCCESSFULLY TRANSITIONED 62 INDIVIDUALS FROM INSTITUTIONAL SETTINGS TO COMMUNITY LIVING AND PROVIDED SUPPORT TO 90 YOUTH IN THEIR JOURNEY TO ADULTHOOD. TOGETHER, WE ARE MAKING A SIGNIFICANT IMPACT IN THE LIVES OF THOSE WE SERVE.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,004,823
Program Service Revenue $94,105
Investment Income $9,738
Other Revenue $2,265
TOTAL REVENUE $2,110,931

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,072,817
Fundraising Expenses $5,513
Program Expenses $1,601,286
Other Expenses $932,431
TOTAL EXPENSES $2,005,248

Year-over-Year Comparison

2023 2022 Change
Revenue $2,110,931 $2,002,626 +0.1%
Expenses $2,005,248 $2,003,942 +0.0%
Net Income $105,683 $-1,316 -81.3%
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

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Liquidity & Cash Position

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Governance

Voting Members
7
Independent Members
7
Employees
23
Volunteers
7

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
4
$137,492
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LETICIA ZUNO Executive Dir. 45.00
Officer
$131,305 $6,187 $137,492
JHOONAR BARRERA CHAIR 1.00
Officer Director
$0 $0 $0
MARK AGOSTINO MEMBER 1.00
Director
$0 $0 $0
JESUS MONTOYA Secretary 1.00
Officer Director
$0 $0 $0
DAVID STONG Treasurer 1.00
Officer Director
$0 $0 $0
PHILIP ANA MEMBER 1.00
Director
$0 $0 $0
JACQUELINE JACKSON MEMBER 1.00
Director
$0 $0 $0
DANETTE HARRIS MEMBER 1.00
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
2024 $2,110,931 $2,005,248 $2,124,670 $105,683
2023 $2,002,626 $2,003,942 $2,234,914 $-1,316
2022 $2,382,101 $2,344,448 $1,545,756 $37,653
2021 $2,091,543 $2,050,093 $1,473,384 $41,450
2020 $2,141,492 $2,166,669 $1,435,905 $-25,177
2019 $1,929,344 $1,937,750 $1,449,750 $-8,406
2018 $1,850,442 $1,885,985 $1,500,207 $-35,543
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