San Diego Employers Association Inc

EIN: 950970313

San Diego, CA

Total Revenue
$682,848
Total Expenses
$534,895
Total Assets
$515,798
Net Assets
$328,359
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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
1939
Legal Domicile
CA
Principal Officer
Jennifer Jacobus
Phone
8585050024
Tax Period
2022-07-01 to 2023-06-30

San Diego Employers Association Inc, founded in 1939, is a small nonprofit that reported $683K in total revenue in fiscal year 2022. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $148K, a strong 22% operating margin.

Mission

To be an HR resource for companies of all sizes and industries. Our goal is to furnish expert information and education in human resource development and strategic personnel business practices.

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $59,125
Program Service Revenue $618,945
Investment Income $4,778
Other Revenue $0
TOTAL REVENUE $682,848

Expense Breakdown

Grants Paid $0
Salaries & Benefits $287,765
Fundraising Expenses $0
Program Expenses $67,172
Other Expenses $247,130
TOTAL EXPENSES $534,895

Year-over-Year Comparison

2022 2021 Change
Revenue $682,848 $602,400 +0.1%
Expenses $534,895 $539,170 0.0%
Net Income $147,953 $63,230 +1.3%
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

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Governance

Voting Members
10
Independent Members
10
Employees
9
Volunteers
N/A

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
3
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Jennifer Jacobus CEO 40.00
$97,394 $0 $97,394
Molly Woods Corporate Secretary 40.00
$85,892 $0 $85,892
Stephanie San Antonio Vice Chair 1.00
Officer Director
$0 $0 $0
Teddi Reilly Revenue Comm 1.00
Director
$0 $0 $0
Steve Bellach Chair of Board 1.00
Officer Director
$0 $0 $0
Ellis Smith Treasurer 1.00
Officer Director
$0 $0 $0
Jo Baxter Finance Comm 1.00
Director
$0 $0 $0
Adrienne Bixby Finance/Rev Com 1.00
Director
$0 $0 $0
Amanda Cheyney Governance Comm 1.00
Director
$0 $0 $0
Michael Sedio Finance Comm 1.00
Director
$0 $0 $0
Taryell Simmons Revenue Comm 1.00
Director
$0 $0 $0
Deona Dorsey Governance Comm 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 No data No data No data No data
2024 No data No data No data No data
2023 $682,848 $534,895 $515,798 $147,953
2022 $602,400 $539,170 $351,997 $63,230
2021 $598,621 $648,142 $373,444 $-49,521
2020 $656,610 $636,104 $342,781 $20,506
2019 $652,181 $591,288 $343,010 $60,893
2018 $710,232 $571,796 $291,592 $138,436
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