LEAD SAN DIEGO INC

🔒

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

1981

Legal Domicile

Principal Officer

JESSICA ANDERSON

Phone

6195441300

Tax Period

2024-01-01 to 2024-12-31

LEAD SAN DIEGO INC, founded in 1981, is a small nonprofit that reported $701K in total revenue in fiscal year 2024. The organization ran a surplus of $131K, a strong 19% operating margin.

Mission

LEAD'S PROGRAMS & EVENTS BUILD COMMUNITY THROUGH PEOPLE - ENHANCING THEIR PERSONAL & ORGANIZATIONAL SUCCESS & THE SUCCESS OF THE REGION. ARMED WITH A BETTER UNDERSTANDING OF ISSUES, PARTICIPANTS INTEGRATE QUICKLY INTO THE COMMUNITY & BECOME VIBRANT, INSPIRED, ACTIVE LEADERS WHO SERVE US ALL.

Program Service Accomplishments

Program 1

Expenses: $570,477 Revenue: $439,880

FOR MORE THAN 35 YEARS, LEAD SAN DIEGO HAS SERVED AS AN INCUBATOR FOR COMMUNITY LEADERSHIP. LEAD IS THE ONLY ORGANIZATION IN THE SAN DIEGO/NOTHERN BAJA CALIFORNIA REGION SOLELLY DEDICATED TO...

FOR MORE THAN 35 YEARS, LEAD SAN DIEGO HAS SERVED AS AN INCUBATOR FOR COMMUNITY LEADERSHIP. LEAD IS THE ONLY ORGANIZATION IN THE SAN DIEGO/NOTHERN BAJA CALIFORNIA REGION SOLELLY DEDICATED TO DEVELOPING ENGAGED CIVIC AND COMMUNITY LEADERS. WITH A PORTFOLIO OF UNPARALLELED PROGRAMS DESIGNED FOR INDIVIDUALS AT VARIOUS LEVELS OF PROFESSIONAL DEVELOPMENT AND COMMUNITY INVOLVEMENT, LEAD SAN DIEGO FILLS THE REGION'S LEADERSHIP PIPELINE BY PROVIDING BALANCED EDUCATION AND DIALOGUE ON ISSUES OF CRITICAL REGIONAL IMPORTANCE, HELPING A CROSS-SECTION OF LEADERS BECOME BETTER INFORMED AND ACTIVE PARTICIPANTS IN WORK THAT POSITIVELY IMPACTS OUR COMMUNITIES. THROUGH LEAD'S VARIOUS PROGRAMS, FORUMS, ALUMNI ASSOCIATION MEMBERSHIP AND THE ANNUAL VISIONARY AWARDS, WHICH IS SOUTHERN CALIFORNIA'S PREMIER LEADERSHIP RECOGNITION EVENT, LEAD PERSONALLY REACHED APPOXIMATELY 1,400 MEMBERS DURING THE YEAR. THOUSANDS MORE ARE REACHED EACH YEAR VIA LEAD SAN DIEGO'S WEBSITE AND REGULAR E-COMMUNICATIONS.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $305,238

Program Service Revenue $438,308

Investment Income $56,331

Other Revenue $-98,581

TOTAL REVENUE $701,296

Expense Breakdown

Grants Paid $0

Salaries & Benefits $404,321

Fundraising Expenses $0

Program Expenses $570,477

Other Expenses $166,156

TOTAL EXPENSES $570,477

Year-over-Year Comparison

	2024	2023	Change
Revenue	$701,296	$712,398	0.0%
Expenses	$570,477	$541,835	+0.1%
Net Income	$130,819	$170,563	-0.2%

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

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

$217,647

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KERRI VERBEKE KAPICH	DIRECTOR	1.50	Director	$0	$0	$0
JASON PAGUIO	IMMEDIATE PAST CHAIR	1.50	Director	$0	$0	$0
KEN BARNES	DIRECTOR	1.50	Director	$0	$0	$0
LEON CLARK	DIRECTOR	1.50	Director	$0	$0	$0
TAMARA CRAVER	DIRECTOR	1.50	Director	$0	$0	$0
DAVID GLANZER	DIRECTOR	1.50	Director	$0	$0	$0
DENNIS KECK	DIRECTOR	1.50	Director	$0	$0	$0
MONIQUE RODRIGUEZ	DIRECTOR	1.50	Director	$0	$0	$0
NANCY ROHLAND-HEINRICH	CHAIR	1.50	Officer Director	$0	$0	$0
TONYA L TOROSIAN	DIRECTOR	1.50	Director	$0	$0	$0
ADOLFO VENTURA	DIRECTOR	1.50	Director	$0	$0	$0
SHANA WILSON	DIRECTOR	1.50	Director	$0	$0	$0
ENRIQUE MEZA	VICE CHAIR	1.50	Officer Director	$0	$0	$0
VALERIE ATTISHA	DIRECTOR	1.50	Director	$0	$0	$0
JESSICA BERGER	DIRECTOR	1.50	Director	$0	$0	$0
MICHAEL BROWN	DIRECTOR	1.50	Director	$0	$0	$0
LA MONICA EVERETT-HAYNES PHD	DIRECTOR	1.50	Director	$0	$0	$0
NANDA GRANDISON	DIRECTOR	1.50	Director	$0	$0	$0
JORDAN HARRISON	DIRECTOR	1.50	Director	$0	$0	$0
TAMMY HAUGHEY	FINANCIAL REPRESENTATIVE	1.50	Director	$0	$0	$0
SHELLY HESTER	DIRECTOR	1.50	Director	$0	$0	$0
KIMBERLEY LAYTON	DIRECTOR	1.50	Director	$0	$0	$0
NANCY MALDONADO	DIRECTOR	1.50	Director	$0	$0	$0
KENNETH MOORE	DIRECTOR	1.50	Director	$0	$0	$0
ELSA MORALES-ROTH	DIRECTOR	1.50	Director	$0	$0	$0
ADRIANNA O'DONNELL	DIRECTOR	1.50	Director	$0	$0	$0
ANITA SHAH	DIRECTOR	1.50	Director	$0	$0	$0
KAZEEM O OMIDIJI	DIRECTOR	1.50	Director	$0	$0	$0
CHRIS SICHEL	DIRECTOR	1.50	Director	$0	$0	$0
DANA TOPPEL	DIRECTOR	1.50	Director	$0	$0	$0
JESUS TORRES	DIRECTOR	1.50	Director	$0	$0	$0
JIM WOODS	DIRECTOR	1.50	Director	$0	$0	$0
JESSICA ANDERSON	EVP & COO	1.50	Officer	$0	$0	$217,647

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	$701,296	$570,477	$1,265,229	$130,819
2024	$701,296	$570,477	$1,265,229	$130,819
2023	$712,398	$541,835	$1,091,355	$170,563
2022	$592,112	$535,971	$983,362	$56,141
2021	$636,776	$529,895	$942,711	$106,881
2020	$633,651	$515,895	$814,570	$117,756
2019	$644,041	$547,181	$627,893	$96,860
2018	$682,359	$530,565	$525,260	$151,794