SAN DIEGO ALLERGY SOCIETY (EIN 870884566) - 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

2022

Legal Domicile

Principal Officer

Lauren Galli

Phone

9512402590

Tax Period

2025-01-01 to 2025-12-31

SAN DIEGO ALLERGY SOCIETY, founded in 2022, is a small nonprofit in the Diseases & Disorders sector that reported $489K in total revenue in fiscal year 2025. Expenses of $459K left a modest 6% surplus.

Mission

To educate update and support the San Diego Allergy and Immunology Community on new advances in diagnosis and management of allergic and immunologic conditions. This includes hosting educational seminars supporting fellowship programs trainee conference travel and providing grant support to healthcare institutions in San Diego to advance education and knowledge in the field of Allergy and Immunology.

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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 (2025)

Revenue Breakdown

Contributions & Grants $481,708

Program Service Revenue $7,565

Investment Income $0

Other Revenue $0

TOTAL REVENUE $489,273

Expense Breakdown

Grants Paid $97,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $195,435

Other Expenses $362,306

TOTAL EXPENSES $459,306

Year-over-Year Comparison

	2025	2024	Change
Revenue	$489,273	$461,599	+0.1%
Expenses	$459,306	$360,622	+0.3%
Net Income	$29,967	$100,977	-0.7%

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

N/A

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
Bob Geng	President	4.00	Officer	$0	$0	$0
Cathleen Collins	Board Member	1.00	Officer	$0	$0	$0
Michael Land	Board Member	1.00	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
2025	$489,273	$459,306	$153,374	$29,967
2025	$489,273	$457,306	$155,374	$31,967
2024	$461,599	$358,622	$123,407	$102,977
2023	$254,412	$322,817	$20,431	$-68,405

SAN DIEGO ALLERGY SOCIETY