ACCESS TO INDEPENDENCE OF SAN DIEGO INC (EIN 510197097) - 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

1976

Legal Domicile

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.

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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 $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

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

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

$137,492

Total Directors

Key Employees

Highest Compensated

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

ACCESS TO INDEPENDENCE OF SAN DIEGO INC