SAN DIEGO, CA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)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.
THE SAN DIEGO FOUNDATION INSPIRES ENDURING PHILANTHROPY AND ENABLES COMMUNITY SOLUTIONS TO IMPROVE THE QUALITY OF LIFE IN OUR REGION.
SINCE 1975, SAN DIEGO FOUNDATION HAS PROVIDED A PERMANENT AND GROWING SOURCE OF FUNDING TO NONPROFITS SERVING THE SAN DIEGO REGION. THANKS TO THE GENEROSITY OF DONORS, THE FOUNDATION GRANTS MILLIONS...
SINCE 1975, SAN DIEGO FOUNDATION HAS PROVIDED A PERMANENT AND GROWING SOURCE OF FUNDING TO NONPROFITS SERVING THE SAN DIEGO REGION. THANKS TO THE GENEROSITY OF DONORS, THE FOUNDATION GRANTS MILLIONS OF DOLLARS ANNUALLY TO NONPROFIT ORGANIZATIONS ADDRESSING THE CHALLENGES AND NEEDS IN THE SAN DIEGO REGION BY USING THE HIGHEST LEVEL OF PHILANTHROPIC AND INVESTMENT EXPERTISE TO PROVIDE MAXIMUM IMPACT.SAN DIEGO FOUNDATION MAXIMIZES THE IMPACT OF CHARITABLE GIVING TO ENACT POSITIVE CHANGE IN OUR REGION. WE PARTNER WITH DONORS, NONPROFITS AND REGIONAL LEADERS TO CO-CREATE SOLUTIONS THAT RESPOND TO COMMUNITY NEEDS AND STRENGTHEN SAN DIEGO.WE MANAGE CHARITABLE FUNDS FOR HUNDREDS OF INDIVIDUALS, FAMILIES AND CORPORATIONS. A GIFT TO SAN DIEGO FOUNDATION PROVIDES MAXIMUM TAX DEDUCTIONS, OUTSTANDING INVESTMENT MANAGEMENT AND LOW ADMINISTRATIVE COSTS. WITH MORE THAN 50 YEARS SERVING THE COMMUNITY AND HUNDREDS OF ACTIVE PARTNERSHIPS AND COLLABORATIONS WITH BUSINESS, GOVERNMENT AND COMMUNITY LEADERS AND ORGANIZATIONS, WE ARE ABLE TO ASSESS CHANGING REGIONAL NEEDS AND TAKE ACTION ON SAN DIEGO'S MOST PRESSING CHALLENGES. WE GATHER THIS INFORMATION AND CREATE AN ONGOING UNDERSTANDING OF OUR REGION'S NEEDS AND PAIR IT WITH OUR DONORS' PASSIONS, VALUES AND INTEREST AREAS AND CONNECT THEM WITH NONPROFIT ORGANIZATIONS THAT OFFER SOLUTIONS.SAN DIEGO FOUNDATION ALLOWS INDIVIDUALS AND FAMILIES TO ESTABLISH CUSTOMIZED CHARITABLE FUNDS WITHOUT THE BURDEN OF TAX LIABILITIES AND ADMINISTRATIVE TASKS ASSOCIATED WITH SETTING UP A PRIVATE FOUNDATION. OUR BOARD OF GOVERNORS, COMPRISED OF PROFESSIONAL EXPERTS AND COMMUNITY LEADERS, AND OUR KNOWLEDGEABLE STAFF PROVIDE KEEN OVERSIGHT AND AN UNWAVERING COMMITMENT TO HONORING THE WISHES OF EACH DONOR.SAN DIEGO FOUNDATION'S PROGRAM AREAS ARE GUIDED BY OUR ORGANIZATIONAL VALUES. WE VALUE ALL PEOPLE, ALL PARTNERS, AND OUR REGION. WE ACT WITH INTEGRITY AND RESPECT FOR ONE ANOTHER AND THE COMMUNITIES WE SERVE, WE ENGAGE DIVERSE PERSPECTIVES TO FOSTER COLLABORATION AND INNOVATIVE SOLUTIONS, AND WE STRIVE FOR AN INCLUSIVE COMMUNITY WHERE EVERYONE HAS EQUITABLE ACCESS TO OPPORTUNITY.WE ADHERE TO A DEEPLY ETHICAL APPROACH TO PHILANTHROPY, ONE THAT HOLDS OURSELVES ACCOUNTABLE TO BEING A TRUSTWORTHY PARTNER AND TO APPROACHING OUR WORK WITH HUMILITY AND RESPECT FOR THE EXPERTISE OF THE COMMUNITIES WE SERVE AND OF THE GOVERNMENT, NONPROFIT, BUSINESS SECTORS AND INDIVIDUALS WITH WHOM WE COLLABORATE. WE WILL BE OPEN-MINDED, LEARN CONSTANTLY, LISTEN CAREFULLY TO DIFFERENT EXPERIENCES AND DIFFERENT PERSPECTIVES, BUILD STRONG AND DIVERSE COALITIONS, SUPPORT COMMUNITY ENGAGEMENT AND ENGAGE IN SHARED DECISION-MAKING. GRANT OPPORTUNITIES ARE OFFERED BY SAN DIEGO FOUNDATION, SAN DIEGO WOMEN'S FOUNDATION, POLICY & INNOVATION CENTER AND OUR SEVEN REGIONAL AFFILIATE FOUNDATIONS (4SRANCH-DEL SUR, CARLSBAD, CHULA VISTA, ESCONDIDO, OCEANSIDE, RAMONA, AND RANCHO BERNARDO).
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 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% |
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
Sign In| 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 |
| 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 |
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