SAN DIEGO SENIORS COMMUNITY FOUNDATION (EIN 814910505) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

ROBERT KELLY

Phone

6196849114

Tax Period

2024-07-01 to 2025-06-30

SAN DIEGO SENIORS COMMUNITY FOUNDATION, founded in 2016, is a small nonprofit in the Human Services sector that reported $752K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring.

Mission

TO INCREASE AWARENESS AND ACTION TOWARD ISSUES IMPACTING SENIORS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $727,567

Program Service Revenue $0

Investment Income $23,799

Other Revenue $387

TOTAL REVENUE $751,753

Expense Breakdown

Grants Paid $285,999

Salaries & Benefits $323,611

Fundraising Expenses $42,739

Program Expenses $626,598

Other Expenses $128,464

TOTAL EXPENSES $738,074

Year-over-Year Comparison

	2024	2023	Change
Revenue	$751,753	$1,007,141	-0.3%
Expenses	$738,074	$755,478	0.0%
Net Income	$13,679	$251,663	-0.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$99,323

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JERRY RAY	CFO/COO	32.00	Officer	$97,363	$1,960	$99,323
ROBERT KELLY	DIRECTOR/CEO	15.00	Officer Director	$0	$0	$0
THEODORE CHAN	CHAIR	1.00	Officer Director	$0	$0	$0
JOHN WYLIE	SECRETARY	1.00	Officer Director	$0	$0	$0
DEREK QUACKENBUSH	TREASURER	1.00	Officer Director	$0	$0	$0
ABIGAIL SAHM	DIRECTOR	1.00	Director	$0	$0	$0
ADRIENNE VARGAS	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL GROSS	DIRECTOR	1.00	Director	$0	$0	$0
JOAQUIN ANGUERA	DIRECTOR	1.00	Director	$0	$0	$0
PAM SMITH	DIRECTOR	1.00	Director	$0	$0	$0
RANDI LARSSON	DIRECTOR	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
2025	$751,753	$738,074	$964,543	$13,679
2024	$1,007,141	$755,478	$956,234	$251,663
2023	$728,355	$787,659	$696,221	$-59,304
2022	$837,933	$643,519	$773,292	$194,414
2021	$848,050	$493,667	$553,106	$354,383
2020	$262,715	$169,112	$204,443	$93,603
2019	$213,450	$124,374	$109,007	$89,076

SAN DIEGO SENIORS COMMUNITY FOUNDATION