SAN DIEGO FIRE RELIEF ASSOCIATION (EIN 956050121) - 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

1907

Legal Domicile

Principal Officer

BRANDT TRUVER

Phone

7607290554

Tax Period

2023-01-01 to 2023-12-31

SAN DIEGO FIRE RELIEF ASSOCIATION, founded in 1907, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. The organization ran a surplus of $269K, a strong 24% operating margin.

Mission

TO BIND THE MEMBERS TOGETHER IN A CLOSER BOND OF FRATERNITY FOR MUTIAL PROTECTION, TO ASSIST MEMBERS AND THEIR FAMILIES IN SICKNESS, DISTRESS, AND DEATH, AND TO PROMOTE AND IMPROVE SOCIAL RELATIONS AND WELFARE AMONG THE MEMBERS.

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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 $976,881

Program Service Revenue $0

Investment Income $33,809

Other Revenue $90,361

TOTAL REVENUE $1,101,051

Expense Breakdown

Grants Paid $0

Salaries & Benefits $332,265

Fundraising Expenses $0

Other Expenses $156,202

TOTAL EXPENSES $831,623

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,101,051	$1,082,147	+0.0%
Expenses	$831,623	$754,708	+0.1%
Net Income	$269,428	$327,439	-0.2%

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

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

$18,400

Total Directors

$32,800

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARA BERNS	EXECUTIVE DIRECTOR	40.00		$127,296	$0	$127,296
BRANDT TRUVER	President	5.00	Officer Director	$4,800	$0	$4,800
KELLY DOAN	Vice President	5.00	Officer Director	$4,800	$0	$4,800
JOHN BURBAKER	Treasurer	5.00	Officer Director	$4,700	$0	$4,700
COREY TENG	Secretary	5.00	Officer Director	$4,100	$0	$4,100
ARNELL GARCIA	Director	2.00	Director	$3,600	$0	$3,600
DAN KING	Director	2.00	Director	$3,600	$0	$3,600
BEN VERNON	Director	2.00	Director	$3,600	$0	$3,600
GEOFF CUMMINGS	Director	2.00	Director	$3,600	$0	$3,600
JOE KENNEDY	Director	2.00	Director	$0	$0	$0
DUSTIN KUHN	Director	2.00	Director	$0	$0	$0
JEFF CARLE	Director	2.00	Director	$0	$0	$0
LORRAINE HUTCHINSON	Trustee	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	$1,101,051	$831,623	$3,042,266	$269,428
2022	$1,082,147	$754,708	$2,660,766	$327,439
2021	$995,700	$748,573	$2,556,256	$247,127
2020	$1,039,645	$763,636	$2,225,686	$276,009
2019	$946,776	$834,872	$1,880,998	$111,904
2018	$1,250,111	$801,887	$1,716,461	$448,224

SAN DIEGO FIRE RELIEF ASSOCIATION