YWCA OF SAN DIEGO COUNTY (EIN 951661119) - 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

1908

Legal Domicile

Principal Officer

HEATHER FINLAY

Phone

6192390355

Tax Period

2023-07-01 to 2024-06-30

YWCA OF SAN DIEGO COUNTY, founded in 1908, is a community nonprofit in the Human Services sector that reported $2.6M in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Net assets of $15.0M represent 69 months of operating reserves.

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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 $2,211,463

Program Service Revenue $0

Investment Income $425,798

Other Revenue $-25,648

TOTAL REVENUE $2,611,613

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,636,625

Fundraising Expenses $482,968

Program Expenses $2,151,847

Other Expenses $1,107,100

TOTAL EXPENSES $2,743,725

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,611,613	$3,056,913	-0.1%
Expenses	$2,743,725	$3,173,301	-0.1%
Net Income	$-132,112	$-116,388	+0.1%

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

350

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

$386,275

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRISHA KHALEGHI	PRESIDENT	1.00	Officer Director	$0	$0	$0
HIRAL SHAH	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
REBECCA BODEMANN	TREASURER & SECRETARY	1.00	Officer Director	$0	$0	$0
DIANE WALLACE	BOARD MEMBER	1.00	Director	$0	$0	$0
HEIDI MATHER	BOARD MEMBER	1.00	Director	$0	$0	$0
HEATHER FINLAY	CEO	40.00	Officer	$175,581	$16,374	$191,955
DONNA GOUGH	COO	40.00	Officer	$177,946	$16,374	$194,320
OLGA DIAZ	SR. DIRECTOR, DV PROGRAMS	40.00	Highest	$131,639	$10,295	$141,934

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	$2,611,613	$2,743,725	$15,388,912	$-132,112
2023	$3,056,913	$3,173,301	$14,630,006	$-116,388
2022	$3,620,089	$3,283,927	$14,295,007	$336,162
2021	$5,351,562	$3,237,615	$15,690,211	$2,113,947
2020	$3,331,712	$3,372,225	$12,661,145	$-40,513
2019	$3,516,414	$3,700,610	$12,447,660	$-184,196
2018	$4,549,889	$3,893,853	$12,456,457	$656,036

YWCA OF SAN DIEGO COUNTY