Naturally San Diego Inc (EIN 843156190) - 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

2020

Legal Domicile

Principal Officer

Renee Conrad

Phone

6617330815

Tax Period

2024-01-01 to 2024-12-31

Naturally San Diego Inc, founded in 2020, is a small nonprofit in the Community Improvement sector that reported $282K in total revenue in fiscal year 2024. Expenses of $265K left a modest 6% surplus.

Mission

We aim to make greater San Diego the new nexus of natural products entrepreneurship. We serve natural products entrepreneurs through education, networking, events and facilitated connections.

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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 $25,000

Program Service Revenue $255,095

Investment Income $0

Other Revenue $2,290

TOTAL REVENUE $282,385

Expense Breakdown

Grants Paid $0

Salaries & Benefits $141,563

Fundraising Expenses $0

Program Expenses $87,727

Other Expenses $123,531

TOTAL EXPENSES $265,094

Year-over-Year Comparison

	2024	2023	Change
Revenue	$282,385	$263,277	+0.1%
Expenses	$265,094	$280,571	-0.1%
Net Income	$17,291	$-17,294	-2.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kierstin Reilly	Executive Director	40.00		$107,980	$0	$107,980
Ari Raz	President	1.50	Officer Director	$0	$0	$0
Sara Brooks	Director	1.50	Director	$0	$0	$0
Darcy Shiber-Knowles	Director	1.50	Director	$0	$0	$0
Julie Sweet	Director	1.50	Director	$0	$0	$0
Julie Tally	Director	1.50	Director	$0	$0	$0
Matt Clifford	Director	1.50	Director	$0	$0	$0
Sam Zaiser	Director	1.50	Director	$0	$0	$0
Thad Benshoof	Director	1.50	Director	$0	$0	$0
Jessica Windell	Vice President	1.50	Officer Director	$0	$0	$0
Jack Peterson	Treasurer	1.50	Officer Director	$0	$0	$0
Rebecca Evangelou	Secretary	1.50	Officer Director	$0	$0	$0
Adam Hertel	Director	1.50	Director	$0	$0	$0
Jason Femrite	COO	1.50	Officer Director	$0	$0	$0
Jason Potolicchio	Director	1.50	Director	$0	$0	$0
Justin Jackson	Director	1.50	Director	$0	$0	$0
Leigh Keith	Director	1.50	Director	$0	$0	$0
Sid Mikhail	Director	1.50	Director	$0	$0	$0
Gabriel Perez-Krieb	Director	1.50	Director	$0	$0	$0
Renee Conrad	Executive Dir.	0.00	Officer	$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	$282,385	$265,094	$99,815	$17,291
2023	$263,277	$280,571	$83,245	$-17,294
2022	$249,850	$244,814	$104,613	$5,036

Naturally San Diego Inc