SOUTHERN CALIFORNIA DEVELOPMENT FO… - Form 990 Financial Data

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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

Principal Officer

JOSEPH FONG

Phone

3104518088

Tax Period

2023-01-01 to 2023-12-31

SOUTHERN CALIFORNIA DEVELOPMENT FORUM, founded in 1982, is a small nonprofit in the Community Improvement sector that reported $172K in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $37K, a strong 21% operating margin.

Mission

PROVIDE THE REAL ESTATE COMMUNITY WITH UP-TO-DATE INDUSTRY INFORMATION AND TO FOSTER EMPLOYMENT OPPORTUNITIES

Program Service Accomplishments

Program 1

Expenses: $163,940 Revenue: $222,450

EDUCATION FOR THOSE IN COMMERCIAL DEVELOPMENT AND RELATED FIELDS OF REAL ESTATE, CONSTRUCTION AND ENGINEERING

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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 (2023)

Revenue Breakdown

Contributions & Grants $67,775

Program Service Revenue $0

Investment Income $397

Other Revenue $103,510

TOTAL REVENUE $171,682

Expense Breakdown

Grants Paid $45,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $163,940

Other Expenses $89,919

TOTAL EXPENSES $134,919

Year-over-Year Comparison

	2023	2022	Change
Revenue	$171,682	$131,584	+0.3%
Expenses	$134,919	$118,213	+0.1%
Net Income	$36,763	$13,371	+1.7%

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
ASHLEY GITLIN	Vice President	3.00	Officer Director	$0	$0	$0
ANN MCLENNAN	Director	1.00	Director	$0	$0	$0
BEE RAREWALA	Director	1.00	Director	$0	$0	$0
JOSEPH FONG	Director	2.00	Officer Director	$0	$0	$0
ABBEY EHMAN	Treasurer	2.00	Officer Director	$0	$0	$0
DANIEL CAMIN	Secretary	1.00	Director	$0	$0	$0
KEITH COLLINS	Director	1.00	Director	$0	$0	$0
STEPHANIE RIGOLOT	Director	1.00	Director	$0	$0	$0
PATTI HARBURG-PETRICH	Past President	4.00	Officer Director	$0	$0	$0
ELIZABETH VALMONT	Director	1.00	Director	$0	$0	$0
SILVIA THEMUDO	President	2.00	Officer Director	$0	$0	$0
ANDREW PARKER	Director	1.00	Director	$0	$0	$0
JHIAH CHANG	Director	1.00	Director	$0	$0	$0
KEVIN KLEIN	Director	1.00	Director	$0	$0	$0
JOHN WIRFS	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	No data	No data	No data	No data
2023	$171,682	$134,919	$301,520	$36,763
2022	$131,584	$118,213	$264,757	$13,371
2021	$186,300	$111,468	$251,386	$74,832
2020	$140,128	$114,859	$176,554	$25,269
2019	$150,476	$139,756	$151,285	$10,720
2018	$147,110	$123,928	$140,565	$23,182

SOUTHERN CALIFORNIA DEVELOPMENT FORUM