SAN DIEGO MUSEUM OF ART (EIN 951696715) - 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

1935

Legal Domicile

Principal Officer

ROXANA VELASQUEZ

Phone

6192327931

Tax Period

2024-07-01 to 2025-06-30

SAN DIEGO MUSEUM OF ART, founded in 1935, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $15.8M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $17.8M exceeded revenue, resulting in a 12% operating deficit.

Mission

TO INSPIRE, EDUCATE AND CULTIVATE CURIOSITY THROUGH GREAT WORKS OF ART.

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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 $9,451,848

Program Service Revenue $1,468,859

Investment Income $4,497,886

Other Revenue $415,656

TOTAL REVENUE $15,834,249

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,107,155

Fundraising Expenses $1,254,715

Program Expenses $11,246,907

Other Expenses $7,661,998

TOTAL EXPENSES $17,769,153

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,834,249	$17,978,227	-0.1%
Expenses	$17,769,153	$17,232,764	+0.0%
Net Income	$-1,934,904	$745,463	-3.6%

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

147

Volunteers

450

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

$911,298

Total Directors

Key Employees

$425,551

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIM SOKOL FULLER	SECRETARY	1.00	Officer Director	$0	$0	$0
TONI BLOOMBERG	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMES KINNEY	TREASURER	1.00	Officer Director	$0	$0	$0
MICKI OLIN	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
RACHEL INMON	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERT DOTSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
LAURA EMBRY	TRUSTEE	1.00	Director	$0	$0	$0
KAREN STONE	TRUSTEE	1.00	Director	$0	$0	$0
ARTURO RODRIGUEZ	TRUSTEE	1.00	Director	$0	$0	$0
VALERIE COOPER	TRUSTEE	1.00	Director	$0	$0	$0
CLAUDIO ROBERTSON	TRUSTEE	1.00	Director	$0	$0	$0
JANICE LOWENBERG	TRUSTEE	1.00	Director	$0	$0	$0
WHITNEY SKALA	TRUSTEE	1.00	Director	$0	$0	$0
JOANIE O'LEARY	TRUSTEE	1.00	Director	$0	$0	$0
KEN CARIFFE	TRUSTEE	1.00	Director	$0	$0	$0
ARMANDO IBARRA JR	TRUSTEE	1.00	Director	$0	$0	$0
JAIMI LOMAS	TRUSTEE	1.00	Director	$0	$0	$0
FRANK ROGOZIENSKI	ASSISTANT SECRETARY	1.00	Director	$0	$0	$0
FERNANDO CASASEMPERE	TRUSTEE	1.00	Director	$0	$0	$0
JACKI JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
PHYLLIS SPEER	TRUSTEE	1.00	Director	$0	$0	$0
JEANETTE FAVROT PETERSON	TRUSTEE	1.00	Director	$0	$0	$0
DEMI ROGOZIENSKI	TRUSTEE	1.00	Director	$0	$0	$0
ANALIA REGGIO	TRUSTEE	1.00	Director	$0	$0	$0
ANNE VARICK LAUDER	TRUSTEE	1.00	Director	$0	$0	$0
POLLY LIEW	TRUSTEE	1.00	Director	$0	$0	$0
WEBSTER BUZZ KINNAIRD	TRUSTEE	1.00	Director	$0	$0	$0
ZORAIDA PAYNE	TRUSTEE	1.00	Director	$0	$0	$0
ROCIO BERHO	TRUSTEE	1.00	Director	$0	$0	$0
MELL GALLAHUE	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER FINDLEY	TRUSTEE	1.00	Director	$0	$0	$0
BILL VANDEWEGHE	TRUSTEE	1.00	Director	$0	$0	$0
YOLANDA ORRANTIA	TRUSTEE	1.00	Director	$0	$0	$0
ANN CLARE KESSLER	TRUSTEE	1.00	Director	$0	$0	$0
MARIANELA DE LA HOZ	TRUSTEE	1.00	Director	$0	$0	$0
LAURA RAMSEY	TRUSTEE	1.00	Director	$0	$0	$0
LESTER MACHADO	TRUSTEE	1.00	Director	$0	$0	$0
RORY BROWN	TRUSTEE	1.00	Director	$0	$0	$0
SARAH MARSH-REBELO	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN URQUIDI	TRUSTEE	1.00	Director	$0	$0	$0
JERI CRAWFORD	TRUSTEE	1.00	Director	$0	$0	$0
JOAN FABIANO	TRUSTEE	1.00	Director	$0	$0	$0
TAFFIN RAY	PAST PRESIDENT	1.00	Director	$0	$0	$0
PAMELA GABRIEL	TRUSTEE	1.00	Director	$0	$0	$0
LAURIE MCGRATH	TRUSTEE	1.00	Director	$0	$0	$0
RHIANNA WHITE	TRUSTEE	1.00	Director	$0	$0	$0
KARI KOVACH	CHIEF OPERATING OFFICER	40.00	Officer	$200,067	$15,869	$215,936
ROXANA VELASQUEZ	EXECUTIVE DIRECTOR & CEO	40.00	Officer	$488,436	$42,465	$530,901
DAN ZISKO	CHIEF FINANCIAL OFFICER	40.00	Officer	$160,000	$4,461	$164,461
STACEY LOOMIS	DIRECTOR - DEVELOPMENT	40.00	Key Emp	$175,849	$18,814	$194,663
ANITA FELDMAN	DIRECTOR - CURATORIAL	40.00	Key Emp	$210,107	$20,781	$230,888
RONDA CLAIR	DIRECTOR - HUMAN RESOURCES	40.00	Highest	$160,083	$38,084	$198,167
ANNA M LUJAN	CONTROLLER	40.00	Highest	$120,000	$10,797	$130,797
DALIA HAAS	EXECUTIVE ASSISTANT	40.00	Highest	$113,300	$22,393	$135,693
MARIA DEIDRE GUEVARA GALLEGOS	DIRECTOR-EDUCATION	40.00	Highest	$128,750	$23,114	$151,864
JOSHUA CULVER	DIRECTOR - SECURITY & OPERATIONS	40.00	Highest	$124,031	$29,783	$153,814

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	$15,834,249	$17,769,153	$85,662,683	$-1,934,904
2024	$17,978,227	$17,232,764	$85,257,019	$745,463
2023	$10,450,340	$15,583,217	$78,749,340	$-5,132,877
2022	$13,995,818	$15,320,025	$78,902,831	$-1,324,207
2021	$11,684,970	$10,997,898	$97,897,438	$687,072
2020	$10,361,109	$11,870,104	$79,415,089	$-1,508,995
2019	$12,715,287	$11,537,372	$82,203,356	$1,177,915
2018	$16,628,011	$17,284,553	$80,333,941	$-656,542

SAN DIEGO MUSEUM OF ART