ASHRAE SAN DIEGO CHAPTER (EIN 953779924) - 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

1982

Legal Domicile

Tax Period

2024-07-01 to 2025-06-30

ASHRAE SAN DIEGO CHAPTER, founded in 1982, is a small nonprofit in the Community Improvement sector that reported $170K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year.

Mission

FURTHERING AND FUNDING BASIC REASEARCH IN THE ENGINEERING FIELD

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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 $12,520

Program Service Revenue $157,268

Investment Income $0

Other Revenue $0

TOTAL REVENUE $169,788

Expense Breakdown

Grants Paid $35,701

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $168,356

Other Expenses $132,655

TOTAL EXPENSES $168,356

Year-over-Year Comparison

	2024	2023	Change
Revenue	$169,788	$197,611	-0.1%
Expenses	$168,356	$241,616	-0.3%
Net Income	$1,432	$-44,005	-1.0%

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

N/A

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
MICHELLE SHADPOUR	PRESIDENT	10.00	Officer	$0	$0	$0
LOUIS ABBOTT	PRESIDENT ELECT	10.00	Officer	$0	$0	$0
ERIC VALINE	VICE PRESIDENT	10.00	Officer	$0	$0	$0
ROBERT ROMEO	TREASURER	10.00	Officer	$0	$0	$0
CALVIN PEDROLI	SECRETARY	10.00	Officer	$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	$169,788	$168,356	$36,239	$1,432
2024	No data	No data	No data	No data
2023	$195,871	$154,716	$78,812	$41,155
2022	$124,958	$110,010	$37,657	$14,948
2021	$33,720	$27,213	$22,708	$6,507
2020	$84,418	$91,506	$16,201	$-7,088
2019	$129,162	$123,983	$23,289	$5,179
2018	$150,571	$161,473	$17,930	$-10,902

ASHRAE SAN DIEGO CHAPTER