AMERICAN INSTITUTE OF ARCHITECTS SAN DIEGO CHAPTER (EIN 952006006) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1955

Legal Domicile

Phone

6192320109

Tax Period

2023-01-01 to 2023-12-31

AMERICAN INSTITUTE OF ARCHITECTS SAN DIEGO CHAPTER, founded in 1955, is a small nonprofit that reported $540K in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $106K, a strong 20% operating margin.

Mission

PROMOTING THE PROFESSION OF ARCHITECTURE IN SAN DIEGO AND SUPPORTING MEMBERS IN PROFESSIONAL EXCELLENCE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $45,000

Program Service Revenue $487,585

Investment Income $6,349

Other Revenue $900

TOTAL REVENUE $539,834

Expense Breakdown

Grants Paid $10,003

Salaries & Benefits $244,149

Fundraising Expenses $0

Other Expenses $179,248

TOTAL EXPENSES $433,400

Year-over-Year Comparison

	2023	2022	Change
Revenue	$539,834	$411,709	+0.3%
Expenses	$433,400	$413,428	+0.0%
Net Income	$106,434	$-1,719	-62.9%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

125

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

$130,020

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEIGH EISEN HARVEY	Executive Dir.	40.00	Officer	$130,020	$0	$130,020
BARBARA LEON	Director	1.00	Director	$0	$0	$0
KATEE CHARD	Treasurer/Sec	1.00	Officer Director	$0	$0	$0
DINA GONZALEZ	Director	1.00	Director	$0	$0	$0
BART SMITH	Director	1.00	Director	$0	$0	$0
ROYA SEYEDSADRY	Director	1.00	Director	$0	$0	$0
VICTOR NAVARRO	Director	1.00	Director	$0	$0	$0
DOUG AUSTIN	Director	1.00	Director	$0	$0	$0
KEVIN DEFREITAS	President	1.00	Officer Director	$0	$0	$0
JAMIE INTERVALO	Vice President	1.00	Officer Director	$0	$0	$0
SCOTT MCCOLL	Director	1.00	Director	$0	$0	$0
DAVID KEITEL	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
IVAN HU YOUNG	Director	1.00	Director	$0	$0	$0
HEATHER RUSZCYK	Director	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
2024	No data	No data	No data	No data
2023	$539,834	$433,400	$465,948	$106,434
2022	$411,709	$413,428	$359,514	$-1,719
2021	$428,026	$319,596	$361,233	$108,430
2020	$359,565	$432,248	$292,108	$-72,683
2019	$481,326	$524,785	$325,486	$-43,459
2018	$441,760	$424,212	$368,945	$17,548

AMERICAN INSTITUTE OF ARCHITECTS SAN DIEGO CHAPTER