Soroptimist FedertnAmericas San Diego (EIN 956091424) - 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

1931

Phone

6194755020

Tax Period

2024-07-01 to 2025-06-30

Soroptimist FedertnAmericas San Diego, founded in 1931, is a micro nonprofit in the Crime & Legal sector that reported $67K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Expenses of $57K left a modest 14% surplus.

Mission

TO IMPROVE THE LIVES OF WOMEN AND GIRLS THROUGH EDUCATION AND ECONOMIC EMPOWERMENT.

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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 $31,285

Program Service Revenue $5,960

Investment Income $21,855

Other Revenue $7,615

TOTAL REVENUE $66,715

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $49,078

Other Expenses $57,371

TOTAL EXPENSES $57,371

Year-over-Year Comparison

	2024	2023	Change
Revenue	$66,715	$79,599	-0.2%
Expenses	$57,371	$72,658	-0.2%
Net Income	$9,344	$6,941	+0.3%

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

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
JESSICA BARAJAS	Vice President	2.00	Officer	$0	$0	$0
GRACE MEYERS	Secretary	2.00	Officer	$0	$0	$0
BEV PARSONS	Treasurer	2.00	Officer	$0	$0	$0
JUDI COLE	President	2.00	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	$66,715	$57,371	$564,699	$9,344
2024	$79,599	$72,658	$522,057	$6,941

Soroptimist FedertnAmericas San Diego