THE SAN DIEGO FOUNDATION (EIN 952942582) - 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

1975

Legal Domicile

Principal Officer

MARK A STUART

Phone

6192352300

Tax Period

2024-07-01 to 2025-06-30

THE SAN DIEGO FOUNDATION, founded in 1975, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $196.9M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $46.2M, a strong 23% operating margin.

Mission

THE SAN DIEGO FOUNDATION IMPROVES THE QUALITY OF LIFE WITHIN ALL OF OUR COMMUNITIES.

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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 $82,853,230

Program Service Revenue $31,028,924

Investment Income $83,246,134

Other Revenue $-182,196

TOTAL REVENUE $196,946,092

Expense Breakdown

Grants Paid $98,736,561

Salaries & Benefits $16,822,911

Fundraising Expenses $3,820,348

Program Expenses $124,717,867

Other Expenses $35,205,287

TOTAL EXPENSES $150,764,759

Year-over-Year Comparison

	2024	2023	Change
Revenue	$196,946,092	$218,410,559	-0.1%
Expenses	$150,764,759	$151,459,377	0.0%
Net Income	$46,181,333	$66,951,182	-0.3%

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

131

Volunteers

105

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

$1,725,780

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAM LUSTER	CHAIR	2.00	Officer Director	$0	$0	$0
STEVEN KLOSTERMAN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
DR PRADEEP GIDWANI MD MPH	SECRETARY	2.00	Officer Director	$0	$0	$0
CINDY J BERTRAND	TREASURER	2.00	Officer Director	$0	$0	$0
ALESSANDRA LEZAMA	GOVERNOR (THRU 6/25)	1.30	Director	$0	$0	$0
ALLEN YOUNG	GOVERNOR	1.30	Director	$0	$0	$0
AMANDA MONTGOMERY	GOVERNOR	1.30	Director	$0	$0	$0
AMINA SHEIK MOHAMAD	GOVERNOR	1.30	Director	$0	$0	$0
CLIFFORD SCHIRESON	GOVERNOR	1.30	Director	$0	$0	$0
DR BECKY PETITT	GOVERNOR	1.30	Director	$0	$0	$0
ELVIN LAI	GOVERNOR	1.30	Director	$0	$0	$0
GISELE BONITZ	GOVERNOR	1.30	Director	$0	$0	$0
GLORIA CORRAL	GOVERNOR	1.30	Director	$0	$0	$0
KEN DERRETT	GOVERNOR	1.30	Director	$0	$0	$0
KEVIN HAMILTON	GOVERNOR	1.30	Director	$0	$0	$0
LEENA GUPTA	GOVERNOR	1.30	Director	$0	$0	$0
LIZA CRISAFI	GOVERNOR	1.30	Director	$0	$0	$0
MEL KATZ	GOVERNOR	1.30	Director	$0	$0	$0
P KAY COLEMAN	GOVERNOR	1.30	Director	$0	$0	$0
RAFAEL CASTELLANOS	GOVERNOR	1.30	Director	$0	$0	$0
RUDY JOHNSON	GOVERNOR	1.30	Director	$0	$0	$0
MARK A STUART CFRE	PRESIDENT & CEO	40.00	Officer	$641,727	$95,681	$737,408
JAMES HOWELL	VP, CHIEF FINANCIAL OFFICER	40.00	Officer	$457,686	$66,340	$524,026
MATT FETTIG	VP, CHIEF INVESTMENT OFFICER	40.00	Officer	$407,606	$56,740	$464,346
SUSAN L GUINN	CHIEF INNOVATION OFFICER	40.00	Highest	$670,117	$104,003	$774,120
BRIAN ZUMBANO	VP, DEVELOPMENT & STEWARDS	40.00	Highest	$372,131	$62,374	$434,505
PAMELA G PAYTON VP CHIEF	IMPACT & PARTNERSHIPS OFFICER	40.00	Highest	$293,295	$49,844	$343,139
THERESA NAKATA	VP, CHIEF COMMUNICATIONS OFFICER	40.00	Highest	$287,181	$35,552	$322,733
KELLY FEUILLET	AVP OF FINANCE, CONTROLLER	40.00	Highest	$268,930	$36,987	$305,917

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	$196,946,092	$150,764,759	$1,651,991,058	$46,181,333
2024	No data	No data	No data	No data
2023	$268,696,192	$159,687,256	$1,449,190,327	$109,008,936
2022	$283,565,373	$179,913,602	$1,298,825,008	$103,651,771
2021	$197,035,758	$124,312,177	$1,302,414,916	$72,723,581
2020	$147,340,158	$95,120,818	$1,065,212,876	$52,219,340
2019	$87,666,191	$66,450,177	$887,403,657	$21,216,014
2018	$155,789,645	$83,562,644	$829,981,734	$72,227,001

THE SAN DIEGO FOUNDATION