EPILEPSY SOCIETY OF SAN DIEGO COUNTY (EIN 951981182) - 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

1954

Legal Domicile

Principal Officer

WENDY URUSHIMA-CONN

Phone

6192960161

Tax Period

2023-01-01 to 2023-12-31

EPILEPSY SOCIETY OF SAN DIEGO COUNTY, founded in 1954, is a small nonprofit in the Diseases & Disorders sector that reported $594K in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $750K exceeded revenue, resulting in a 26% operating deficit.

Mission

EPILEPSY SOCIETY OF SAN DIEGO COUNTY'S MISSION IS TO DEVELOP AND FOSTER A PROGRAM FOR THE PERSONAL, SOCIAL, ECONOMIC, AND PHILOSOPHICAL BETTERMENT OF ALL PERSONS WITH EPILEPSY, AND TO PROVIDE RECOGNITION AND RESPECT AS MEMBERS OF SOCIETY.

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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 $274,338

Program Service Revenue $0

Investment Income $51,664

Other Revenue $267,771

TOTAL REVENUE $593,773

Expense Breakdown

Grants Paid $12,500

Salaries & Benefits $462,569

Fundraising Expenses $62,431

Program Expenses $578,228

Other Expenses $275,350

TOTAL EXPENSES $750,419

Year-over-Year Comparison

	2023	2022	Change
Revenue	$593,773	$775,187	-0.2%
Expenses	$750,419	$746,177	+0.0%
Net Income	$-156,646	$29,010	-6.4%

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

175

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

$195,718

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KURT MENGEL	PRESIDENT	5.00	Officer Director	$0	$0	$0
JAMES S GRISOLIA MD	SENIOR VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ABRAHAM CHYUNG MD	VICE PRESIDENT, PROGRAMS	0.50	Officer Director	$0	$0	$0
BOB SCARANO	VICE PRESIDENT, DEVELOPMENT	0.25	Officer Director	$0	$0	$0
RICK BURRITT	VICE PRESIDENT, MARKETING & COMMUNICATIONS	1.00	Officer Director	$0	$0	$0
WARREN KNEESHAW	TREASURER	0.50	Officer Director	$0	$0	$0
BRIANA LICHTER	ASSISTANT TREASURER	0.50	Officer Director	$0	$0	$0
LEE RICE DO	SECRETARY	0.25	Officer Director	$0	$0	$0
DAVID BARBA MD	BOARD MEMBER	0.25	Director	$0	$0	$0
MATTHEW C DINOFIA	BOARD MEMBER	0.25	Director	$0	$0	$0
AARTI IVANIC PHD	BOARD MEMBER	0.25	Director	$0	$0	$0
PHILLIP KOSSY	BOARD MEMBER	0.25	Director	$0	$0	$0
CARLOS A MEDINA	BOARD MEMBER	0.25	Director	$0	$0	$0
MONICA MEDINA	BOARD MEMBER	0.25	Director	$0	$0	$0
MARK NESPECA MD	BOARD MEMBER	0.25	Director	$0	$0	$0
MARILYN RUTLAND	BOARD MEMBER	0.25	Director	$0	$0	$0
WALTER A TAYLOR	BOARD MEMBER	0.25	Director	$0	$0	$0
LEE WINSLETT	BOARD MEMBER	0.25	Director	$0	$0	$0
STEVE ZAPOTICZNY	BOARD MEMBER	0.50	Director	$0	$0	$0
WENDY URUSHIMA-CONN	PRESIDENT & CEO	40.00	Officer	$182,279	$13,439	$195,718
INGRID D DE LLAMAS	DIRECTOR OF PHILANTHROPY AND EXTERNAL RELATIONS	40.00	Highest	$102,629	$0	$102,629

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	No data	No data	No data	No data
2023	$593,773	$750,419	$1,846,012	$-156,646
2022	$775,187	$746,177	$1,927,391	$29,010
2021	$926,179	$729,021	$2,095,243	$197,158
2020	$640,490	$535,319	$1,743,384	$105,171
2019	$587,972	$618,874	$1,689,647	$-30,902
2018	$568,417	$785,452	$1,622,801	$-217,035

EPILEPSY SOCIETY OF SAN DIEGO COUNTY