ELDERHELP OF SAN DIEGO (EIN 952880426) - 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

1973

Legal Domicile

Principal Officer

DEBORAH MARTIN

Phone

6192849281

Tax Period

2024-07-01 to 2025-06-30

ELDERHELP OF SAN DIEGO, founded in 1973, is a community nonprofit in the Human Services sector that reported $2.0M in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $2.2M exceeded revenue, resulting in a 10% operating deficit.

Mission

PROVIDES SERVICES THAT HELP SENIORS REMAIN INDEPENDENT AND LIVE WITH DIGNITY IN THEIR OWN HOME.

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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 $1,389,868

Program Service Revenue $541,949

Investment Income $112,174

Other Revenue $-22,694

TOTAL REVENUE $2,021,297

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,713,760

Fundraising Expenses $185,724

Program Expenses $1,912,671

Other Expenses $517,935

TOTAL EXPENSES $2,231,695

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,021,297	$2,562,341	-0.2%
Expenses	$2,231,695	$2,411,052	-0.1%
Net Income	$-210,398	$151,289	-2.4%

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

364

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

$149,446

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBORAH MARTIN	CEO/EXEC DIR	40.00	Officer	$130,722	$18,724	$149,446
MARINA BAROFF	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
CANDICE CAUFIELD	SECRETARY	5.00	Officer Director	$0	$0	$0
BRYAN DEVORE	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
PAULA DIGERNESS	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA HOGAN	PRESIDENT	5.00	Officer Director	$0	$0	$0
SARAH MARIUZ	DIRECTOR	1.00	Director	$0	$0	$0
MONICA MEHREN	DIRECTOR	1.00	Director	$0	$0	$0
PATTY MOISES	DIRECTOR	1.00	Director	$0	$0	$0
JULIE MOORE	TREASURER	5.00	Director	$0	$0	$0
FRANCY NICHOLS	DIRECTOR	1.00	Director	$0	$0	$0
DR TAIB RAWI	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE REED	DIRECTOR	1.00	Director	$0	$0	$0
ELLEN SCHMEDING	DIRECTOR	1.00	Director	$0	$0	$0
LAUREN SHETTERLY	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN WEBER	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
2025	$2,021,297	$2,231,695	$3,603,230	$-210,398
2024	$2,562,341	$2,411,052	$3,130,728	$151,289
2023	$2,517,328	$2,067,484	$2,918,829	$449,844
2022	$1,917,371	$1,737,821	$2,340,370	$179,550
2021	$2,009,751	$1,636,951	$2,253,361	$372,800
2020	$1,548,806	$1,391,334	$1,933,796	$157,472
2019	$1,199,326	$1,355,970	$1,572,004	$-156,644

ELDERHELP OF SAN DIEGO