San Diego County Taxpayers Association (EIN 951445921) - 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

1945

Legal Domicile

Principal Officer

Mike McLaughlin

Phone

6192346423

Tax Period

2024-01-01 to 2024-12-31

San Diego County Taxpayers Association, founded in 1945, is a small nonprofit that reported $259K in total revenue in fiscal year 2024. Expenses of $431K exceeded revenue, resulting in a 66% operating deficit.

Mission

Provide information to and advocacy on behalf of taxpayers regarding governmental spending and new legislation

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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 $113,915

Program Service Revenue $142,914

Investment Income $2,316

Other Revenue $0

TOTAL REVENUE $259,145

Expense Breakdown

Grants Paid $0

Salaries & Benefits $182,849

Fundraising Expenses $21,294

Program Expenses $136,002

Other Expenses $247,899

TOTAL EXPENSES $430,748

Year-over-Year Comparison

	2024	2023	Change
Revenue	$259,145	$242,420	+0.1%
Expenses	$430,748	$386,124	+0.1%
Net Income	$-171,603	$-143,704	+0.2%

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

100

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
Mike McLaughlin	Chairman	10.00	Officer Director	$0	$0	$0
Todd Kawai	Treasurer	1.00	Officer Director	$0	$0	$0
Daniel Shirkey	Member	1.00	Director	$0	$0	$0
Bob Kevane	Secretary	1.00	Officer Director	$0	$0	$0
Tom Alexander	Vice Chair - Governance	1.00	Officer Director	$0	$0	$0
Richard Gentry	Member	1.00	Officer Director	$0	$0	$0
Bob Kamensky	Member	1.00	Director	$0	$0	$0
Tom Turner	Member	1.00	Director	$0	$0	$0
Brad Nolte	Member	1.00	Director	$0	$0	$0
Carla Farley	Vice Chair - Issues	1.00	Officer Director	$0	$0	$0
Garrison Ham	Vice Chair - Revenue	1.00	Officer Director	$0	$0	$0
Victor Lopez	Member	1.00	Director	$0	$0	$0
Haney Hong	CEO	40.00	Key Emp Highest	$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	$259,145	$430,748	$224,785	$-171,603
2023	$242,420	$386,124	$442,835	$-143,704
2022	$322,528	$354,017	$626,766	$-31,489
2021	$236,037	$276,243	$807,238	$-40,206
2020	$309,789	$446,347	$372,457	$-136,558
2019	$403,825	$439,736	$439,837	$-35,911
2018	$528,295	$430,740	$531,365	$97,555

San Diego County Taxpayers Association