San Diego Squared

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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

Harid Puentes

Phone

6198189043

Tax Period

2023-07-01 to 2024-06-30

San Diego Squared, founded in 2020, is a community nonprofit in the Education sector that reported $1.6M in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $426K, a strong 27% operating margin.

Mission

To advance workforce and talent development within science, technology, engineering, and mathematics ("STEM") sectors by fostering excellence in education, expanding access to opportunities, and delivering transformative resources to empower underrepresented and underserved communities.

Program Service Accomplishments

Program 1

Expenses: $475,951

Squared Scholars: San Diego Squared invests directly in the success of underrepresented high school and college students and their educators. The Organization partners with innovative companies...

Squared Scholars: San Diego Squared invests directly in the success of underrepresented high school and college students and their educators. The Organization partners with innovative companies, foundations, and community leaders who take action and send a clear message: You belong in STEM. The Organization's scholarships are either direct financial support or pay for the fees to STEM-centered programs offered throughout San Diego County by one of the Organization's partners

Program 2

Expenses: $201,571

Events: In partnership with other organizations, San Diego Squared hosts life science camps, coding camps, panel discussions, and other opportunities for students, educators, and their families to...

Events: In partnership with other organizations, San Diego Squared hosts life science camps, coding camps, panel discussions, and other opportunities for students, educators, and their families to engage in STEM-related fields.

Program 3

Expenses: $95,316 Revenue: $89,275

Squared FellowsA year long, rotation-based mentorship program for underrepresented high school 10th-12thgraders in San Diego County who are interested in STEM. In this immersive program...

Squared FellowsA year long, rotation-based mentorship program for underrepresented high school 10th-12thgraders in San Diego County who are interested in STEM. In this immersive program, studentsconnect with a network of advocates and have front row access to some of San Diego's mostinnovative companies, all to help students design their unique roadmap to get where they want togo in STEM.

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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 $1,226,136

Program Service Revenue $89,275

Investment Income $0

Other Revenue $278,994

TOTAL REVENUE $1,594,405

Expense Breakdown

Grants Paid $30,000

Salaries & Benefits $506,725

Fundraising Expenses $111,231

Program Expenses $952,875

Other Expenses $632,064

TOTAL EXPENSES $1,168,789

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,594,405	$1,319,826	+0.2%
Expenses	$1,168,789	$1,001,192	+0.2%
Net Income	$425,616	$318,634	+0.3%

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

$360,575

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Alexander Bolante	Director	0.00	Director	$0	$0	$0
Bill Rastetter PhD	Chairman	0.00	Director	$0	$0	$0
carlos ramirez	Director	0.00	Director	$0	$0	$0
Charles Theuer MD PhD	Director	0.00	Director	$0	$0	$0
Darin Lippoldt	Director	0.00	Director	$0	$0	$0
Patricia Leckman	Director	0.00	Director	$0	$0	$0
Gentry Patrick PhD	Director	0.00	Director	$0	$0	$0
Julie Cooke	Director	0.00	Director	$0	$0	$0
Mike Hird	Director	0.00	Director	$0	$0	$0
Paul Vaden	Director	0.00	Director	$0	$0	$0
Harid Puentes	Co-Founder	40.00	Officer	$192,708	$0	$192,708
Karmin Noar	COO	40.00	Officer	$167,867	$0	$167,867

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	No data	No data	No data	No data
2024	$1,594,405	$1,168,789	$3,446,535	$425,616
2023	$1,319,826	$1,001,192	$2,879,066	$318,634
2022	$783,793	$535,108	$1,862,856	$248,685
2021	$1,055,464	$245,232	$1,476,977	$810,232