San Diego County Bar Foundation

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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

1979

Legal Domicile

Phone

5592286140

Tax Period

2024-01-01 to 2024-12-31

San Diego County Bar Foundation, founded in 1979, is a small nonprofit that reported $287K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $646K exceeded revenue, resulting in a 125% operating deficit.

Mission

Grants to non-profits that provide access to justice to underserved in San Diego County.

Program Service Accomplishments

Program 1

Expenses: $510,571

Grantmaking to non-profit organizations that provide access to justice to the underserved in San Diego County including the delivery of legal services, improving the administration of justice and...

Grantmaking to non-profit organizations that provide access to justice to the underserved in San Diego County including the delivery of legal services, improving the administration of justice and promoting public understanding of the law.

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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 $213,505

Program Service Revenue $0

Investment Income $40,708

Other Revenue $33,147

TOTAL REVENUE $287,360

Expense Breakdown

Grants Paid $486,680

Salaries & Benefits $0

Fundraising Expenses $111,482

Program Expenses $510,571

Other Expenses $159,264

TOTAL EXPENSES $645,944

Year-over-Year Comparison

	2024	2023	Change
Revenue	$287,360	$250,965	+0.1%
Expenses	$645,944	$548,730	+0.2%
Net Income	$-358,584	$-297,765	+0.2%

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

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Deborah Dixon	Director	1.00	Director	$0	$0	$0
Shannon Stein	President	1.00	Officer Director	$0	$0	$0
Gail King	Director	1.00	Director	$0	$0	$0
Anne Beaumont	Vice President	1.00	Officer Director	$0	$0	$0
Pat Swan	Director	1.00	Director	$0	$0	$0
Whitney Blackhurst	Director	1.00	Director	$0	$0	$0
Elidia Dostal	Director	1.00	Director	$0	$0	$0
Brian Funk	Director	1.00	Director	$0	$0	$0
Lana Manganiello	Director	1.00	Director	$0	$0	$0
Suzy Marinkovich	Director	1.00	Director	$0	$0	$0
Alana McMains	Director	1.00	Director	$0	$0	$0
Alejandro Moreno	Director	1.00	Director	$0	$0	$0
Kyle Over	Director	1.00	Director	$0	$0	$0
Stephanie Reynolds	Director	1.00	Director	$0	$0	$0
Andrew Schouten	Director	1.00	Director	$0	$0	$0
Scott Schindler	CFO	1.00	Officer Director	$0	$0	$0
Ruth Spillane	Secretary	1.00	Officer Director	$0	$0	$0
Joe Villasenor	Director	1.00	Director	$0	$0	$0
Cassandra Thorson	Director	1.00	Director	$0	$0	$0
Justin Witzmann	Director	1.00	Director	$0	$0	$0
Devra Davis	Director	1.00	Director	$0	$0	$0
Elida Dostal	Director	1.00	Director	$0	$0	$0
Sara Gediman	Director	1.00	Director	$0	$0	$0
Jessica Lees	Director	1.00	Director	$0	$0	$0
Christina Morgan	Director	1.00	Director	$0	$0	$0
Cassandra Thorson	Director	1.00	Director	$0	$0	$0
Joe Villasenor	Director	1.00	Director	$0	$0	$0
Justin Witzmann	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	$287,360	$645,944	$1,300,269	$-358,584
2023	$250,965	$548,730	$1,560,473	$-297,765
2022	$894,149	$596,465	$1,718,574	$297,684
2021	$790,620	$501,968	$1,641,251	$288,652
2020	$377,981	$525,112	$1,209,579	$-147,131
2019	$266,217	$507,329	$1,352,159	$-241,112
2018	$319,536	$642,274	$1,412,271	$-322,738