SAN DIEGO THEOSOPHISTS INC

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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

1966

Legal Domicile

Principal Officer

JONATHAN COLBERT

Tax Period

2022-01-01 to 2022-12-31

SAN DIEGO THEOSOPHISTS INC, founded in 1966, is a micro nonprofit that reported $56K in total revenue in fiscal year 2022. Expenses of $52K left a modest 8% surplus.

Mission

THE ORGANIZATION PROMOTES THE STUDY OF THEOSOPHY AND FACILITATES LOW INCOME HOUSING TO THE UNDERSERVED OF SAN DIEGO

Program Service Accomplishments

Program 1

Expenses: $52,023 Revenue: $56,447

THE ORGANIZATION PROMOTES THE STUDY OF THEOSOPHY AND SUCCESSFULLY FACILITATED LOW INCOME HOUSING SERVICES TO THE UNDERSERVED COMMUNITY OF SAN DIEGO THROUGH A PERPETUAL LEASE FROM THE THEOSOPHY...

THE ORGANIZATION PROMOTES THE STUDY OF THEOSOPHY AND SUCCESSFULLY FACILITATED LOW INCOME HOUSING SERVICES TO THE UNDERSERVED COMMUNITY OF SAN DIEGO THROUGH A PERPETUAL LEASE FROM THE THEOSOPHY SOCIETY. RENT IS COLLECTED ON BEHALF OF THE SOCIETY AND EXPENSES ARE PAID ON BEHALF OF THE SOCIETY. ANY REMAINDER IS PROVIDED TO THE ORGANIZATION AS A DONATION

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $56,447

Investment Income $0

Other Revenue $0

TOTAL REVENUE $56,447

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $52,023

Other Expenses $52,023

TOTAL EXPENSES $52,023

Year-over-Year Comparison

	2022	2021	Change
Revenue	$56,447	$56,407	+0.0%
Expenses	$52,023	$28,401	+0.8%
Net Income	$4,424	$28,006	-0.8%

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
DESIREE VAM SAANEN	SECRETARY	1.00	Officer	$0	$0	$0
KEN CAMPOS	COMMUNICATIONS DIRECTOR	1.00	Officer	$0	$0	$0
ROBERT BURDICK	VICE PRESIDENT	1.00	Officer	$0	$0	$0
JONATHAN COLBERT	PRESIDENT	10.00	Officer	$0	$0	$0
ROSALBA COONS	CFO	1.00	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
2022	$56,447	$52,023	$69,563	$4,424