SAN DIEGO MINERAL & GEM SOCIETY (EIN 956049910) - 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

1946

Legal Domicile

Phone

8585861637

Tax Period

2024-06-01 to 2025-05-31

SAN DIEGO MINERAL & GEM SOCIETY, founded in 1946, is a micro nonprofit in the Unknown sector that reported $82K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $31K, a strong 38% operating margin.

Mission

DISSEMINATE KNOWLEDGE AND ENCOURAGE STUDY OF MINEROLOGY, LAPIDARY AND EARTH SCIENCES.

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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 $15,025

Program Service Revenue $45,619

Investment Income $8,920

Other Revenue $12,292

TOTAL REVENUE $81,856

Expense Breakdown

Grants Paid $3,100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,486

Other Expenses $47,386

TOTAL EXPENSES $50,486

Year-over-Year Comparison

	2024	2023	Change
Revenue	$81,856	$93,165	-0.1%
Expenses	$50,486	$71,690	-0.3%
Net Income	$31,370	$21,475	+0.5%

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

N/A

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
JIM PARRISH	MUSEUM CURATOR	10.00	Officer Director	$0	$0	$0
DAVE SMITH	JUNIOR COORD.	20.00	Director	$0	$0	$0
ELLEN RICEMAN	Secretary	5.00	Officer Director	$0	$0	$0
ANNE SCHAFER	Treasurer	20.00	Officer Director	$0	$0	$0
MARK HERMAN	Director	7.00	Director	$0	$0	$0
CATHY DAVIS	Director	2.00	Director	$0	$0	$0
BILL BRISEBOIS	Director	8.00	Director	$0	$0	$0
YVONNE JUAREZ	Director	8.00	Director	$0	$0	$0
RICH YARBROUGH	Director	10.00	Director	$0	$0	$0
BEV SHERRATT	Director	4.00	Director	$0	$0	$0
JOHN KRUZEL	Director	14.00	Director	$0	$0	$0
NITA SANI	Director	6.00	Director	$0	$0	$0
ITZIAR PARRAMON	Director	5.00	Director	$0	$0	$0
DOUG PEELER	Director	4.00	Director	$0	$0	$0
DAVE ROSE	Director	6.00	Director	$0	$0	$0
BRENDAN WHITE	Director	4.00	Director	$0	$0	$0
TIM SWANN	Director	5.00	Director	$0	$0	$0
PAUL WILLIAMS	Director	12.00	Director	$0	$0	$0
LARRY SHUTE	Director	2.00	Director	$0	$0	$0
STEVE WRIGHT	Director	5.00	Director	$0	$0	$0
LUANN BENTON	President	20.00	Officer 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
2025	$81,856	$50,486	$602,259	$31,370
2024	$93,165	$71,690	$570,889	$21,475
2023	$81,021	$56,011	$549,414	$25,010
2022	$65,048	$45,495	$524,404	$19,553
2021	$24,698	$29,959	$504,851	$-5,261
2020	$65,542	$56,939	$510,112	$8,603
2019	$58,478	$56,040	$501,509	$2,438

SAN DIEGO MINERAL & GEM SOCIETY