San Diego Employers Association Inc

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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

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.

Program Service Accomplishments

Program 1

Expenses: $67,172 Revenue: $92,783

Provide consultation and information on human resource issues and topics to approximately 400 members via our HR helpline, where members have unlimited access to an HR professional to get their...

Provide consultation and information on human resource issues and topics to approximately 400 members via our HR helpline, where members have unlimited access to an HR professional to get their questions answered. This support saves our members time, helps them avoid lawsuits, fines and penalties and supports them in doing what is best for their employees.

Program 2

Revenue: $166,942

Provide education and training. Conduct over 50 training courses in human resources essentials, leadership, harassment prevention, diversity and inclusion and workplace skills. Conduct Employment Law Updates focusing on key and critical topics of interest to support HR professionals and others in the execution of their current responsibilities as well as provide them with the tools for future growth.

Program 3

Revenue: $48,073

Mitigate member risk and insure compliance by performing human resource audits,employee handbook reviews, employee opinion surveys, performance management programs and other personnel related...

Mitigate member risk and insure compliance by performing human resource audits,employee handbook reviews, employee opinion surveys, performance management programs and other personnel related activities.

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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 (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

Governance

Voting Members

Independent Members

Employees

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

Total Directors

Key Employees

Highest Compensated

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