SAN DIEGO REFUGEE TUTORING (EIN 821998118) - 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

MELISSA PHILLIPS

Phone

6146992105

Tax Period

2024-07-01 to 2025-06-30

SAN DIEGO REFUGEE TUTORING, founded in 2016, is a small nonprofit in the Human Services sector that reported $417K in total revenue in fiscal year 2024. The organization ran a surplus of $71K, a strong 17% operating margin.

Mission

To provide holistic academic support through one-on-one tutoring, enrichment activities, and mentorship to students of refugee background in the community of City Heights in Central San Diego.

🔒

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 $416,865

Program Service Revenue $0

Investment Income $8

Other Revenue $0

TOTAL REVENUE $416,873

Expense Breakdown

Grants Paid $0

Salaries & Benefits $177,267

Fundraising Expenses $31,980

Program Expenses $269,043

Other Expenses $168,532

TOTAL EXPENSES $345,799

Year-over-Year Comparison

	2024	2023	Change
Revenue	$416,873	N/A	N/A
Expenses	$345,799	N/A	N/A
Net Income	$71,074	N/A	N/A

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

350

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

$97,475

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELISSA PHILLIPS	EXECUTIVE DIRECTOR	25.00	Key Emp Highest	$50,269	$0	$50,269
ANDREW YOUNGER	MIDDLE/HIGH SCHOOL PROGRAM DIRECTOR	15.00	Key Emp	$25,020	$0	$25,020
KRISTIN MCGRAW	ELEMENTARY SCHOOL PROGRAM DIRECTOR	15.00	Key Emp	$22,186	$0	$22,186
BRIAN BECKER	PRESIDENT	0.50	Director	$0	$0	$0
CHRISTINE FRIEDMAN	SECRETARY	0.50	Director	$0	$0	$0
PATRICK GODDARD	TREASURER	0.50	Director	$0	$0	$0
SUSIE SOVEREIGN	TRUSTEE	0.50	Director	$0	$0	$0
STEVE GILBERT	TRUSTEE	0.50	Director	$0	$0	$0
NAVID ZOHOURY	TRUSTEE	0.50	Director	$0	$0	$0
JOANNE BROWN	TRUSTEE	0.50	Director	$0	$0	$0
ROHIT AHUJA	TRUSTEE	0.50	Director	$0	$0	$0
ERIN LAVIGNA	TRUSTEE	0.50	Director	$0	$0	$0
LAURA REQUENA	TRUSTEE	0.50	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	$416,873	$345,799	$126,896	$71,074
2024	$325,277	$277,235	$85,214	$48,042
2022	$195,730	$193,994	$115,849	$1,736
2021	$136,820	$136,641	$125,933	$179

SAN DIEGO REFUGEE TUTORING