Civic Intelligence

Being Alive San Diego

EIN 33-0439092 • 501(c)3 • San Diego, CA

Profile

To deliver quaility compassionate services to people affected by HIV/AIDS and to provide education and referral services to those in need.

3940 Fourth Avenue STE 340San Diego, CA 92103

beingalivesd.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

76th percentile

0.21x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

86th percentile

0.48x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

58th percentile

6.8%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2025

Revenue Growth

29th percentile

-5.3%

Faster revenue growth than 29% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2025

Assets

Up

$932,498

Up $64,258 (+7.4%) from 2024

Liabilities

Up

$198,400

Up $129,573 (+188%) from 2024

Net Assets

Down

$734,098

Down $65,315 (-8.2%) from 2024

Revenue

Down

$410,750

Down $133,468 (-25%) from 2024

Expenses

Up

$476,065

Up $6,701 (+1.4%) from 2024

Net Income

Down

-$65,315

Down $140,169 (-187%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2017: $101,961Liabilities 2017: $23,468Net Assets 2017: $78,4932017Assets 2018: $84,238Liabilities 2018: $23,553Net Assets 2018: $60,6852018Assets 2019: $145,977Liabilities 2019: $25,131Net Assets 2019: $120,8462019Assets 2020: $223,352Liabilities 2020: $25,937Net Assets 2020: $197,4152020Assets 2021: $677,896Liabilities 2021: $27,438Net Assets 2021: $650,4582021Assets 2022: $764,715Liabilities 2022: $21,825Net Assets 2022: $742,8902022Assets 2023: $797,208Liabilities 2023: $72,649Net Assets 2023: $724,5592023Assets 2024: $868,240Liabilities 2024: $68,827Net Assets 2024: $799,4132024Assets 2025: $932,498Liabilities 2025: $198,400Net Assets 2025: $734,0982025

Highlighted filing

2025

Assets$932,498
Liabilities$198,400
Net Assets$734,098

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2017: $230,770Expenses 2017: $213,988Net Income 2017: $16,7822017Revenue 2018: $398,883Expenses 2018: $416,691Net Income 2018: -$17,8082018Revenue 2019: $521,438Expenses 2019: $461,277Net Income 2019: $60,1612019Revenue 2020: $518,773Expenses 2020: $442,204Net Income 2020: $76,5692020Revenue 2021: $758,827Expenses 2021: $305,784Net Income 2021: $453,0432021Revenue 2022: $484,000Expenses 2022: $391,568Net Income 2022: $92,4322022Revenue 2023: $437,212Expenses 2023: $455,543Net Income 2023: -$18,3312023Revenue 2024: $544,218Expenses 2024: $469,364Net Income 2024: $74,8542024Revenue 2025: $410,750Expenses 2025: $476,065Net Income 2025: -$65,3152025

Highlighted filing

2025

Revenue$410,750
Expenses$476,065
Net Income-$65,315

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 30, 2025
Return Version
2024v5.2
Gross Receipts
$410,750
Mission and Program Overview

Mission

To deliver quaility compassionate services to people affected by HIV/AIDS and to provide education and referral services to those in need.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$616,663$377,940▼ $238,723
Cash and Non-Interest-Bearing Accounts$68,037$329,234▲ $261,197
Land, Buildings, and Equipment, Net$28,629$23,577▼ $5,052
Accounts Receivable$33,875$18,000▼ $15,875
Prepaid Expenses and Deferred Charges$16,322$17,206▲ $884
Pledges and Grants Receivable$22,751$13,135▼ $9,616
Total Assets$868,240$932,498▲ $64,258
Other Assets Total$81,963$153,406▲ $71,443
Liabilities
Other Liabilities$57,501$184,830▲ $127,329
Accounts Payable and Accrued Expenses$11,326$13,570▲ $2,244
Total Liabilities$68,827$198,400▲ $129,573
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$730,363$734,098▲ $3,735
Net Assets With Donor Restrictions$69,050--
Total Net Assets Fund Balance$799,413$734,098▼ $65,315
Total Liabilities and Net Assets / Fund Balance$868,240$932,498▲ $64,258

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$23,577$30,104$53,681
Other Assets Org$153,406--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shannon WagnerExecutive DirectorFT$92,641$13,192$105,833

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$310,483
Program Service Revenue
$75,925
Investment Income
$23,566
Other Revenue
$776
All Other Contributions
$63,382
Change in Net Assets
$-65,315

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1,083$44,651Fair Market Value (FMV)
Total Noncash Contributions1,083$44,651-

Audited Revenue Reconciliation

Revenue per Audited Statements
$410,750
Total Revenue per Audited Statements
$410,750
Total Revenue per Form 990
$410,750
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$291,097
Other Expenses$184,968
Total Fundraising Expense$14,734
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$110,740$33,025$6,183$149,948
Current Officers, Directors, Trustees, and Key Employees$78,340$23,207$4,285$105,832
Occupancy$29,913$8,921$1,670$40,504
Payroll Taxes$21,259$6,006$999$28,264
Insurance$15,909$4,616$816$21,341
All Other Expenses$4,365$3,948-$8,313
Information Technology$5,817$1,735$324$7,876
Other Expenses$7,841--$7,841
Other Employee Benefits$5,305$1,499$249$7,053
Depreciation Depletion$3,731$1,113$208$5,052
Fees for Services Accounting-$5,000-$5,000
Office Expenses$2,637$1,750-$4,387
Total Functional Expenses$370,511$90,820$14,734$476,065

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$476,065
Total Expenses per Audited Statements$476,065
Total Expenses per Form 990$476,065
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$153,760
Lease liability$31,070
Fiscal Agent Fund-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section C, Line 11A

Tax Returns are available are provided to the Board members prior to filing.

Form 990, Part VI, Section C, Line 19

Organizational documents, policies, and financial statements are available to members and the public at the BASD office

Filing and Contact Details

Filer

Filer Name
Being Alive San Diego
EIN
33-0439092
Phone
6192911400
Address
3940 Fourth Avenue STE 340, San Diego, CA 92103

Signing Officer

Name
Shannon Wagner
Title
Executive Director
Phone
6192911400
Signed
2025-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shannon Wagner
Formed
1989
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
5
Volunteers
25

Preparer

Firm
Sonnenberg & Company CPAs
Address
5190 Governor Dr 201, San Diego, CA 92122
Preparer
Leonard C Sonnenberg
Phone
8584575252
Supplemental Narrative

Additional Explanations

Form 990, Part IV, Section B, Line 12C

Conflict of interest policy is reviewed annually by the Board and Parliamentarian.

Form 990, Part IV, Section B, Line 15A

All compensation is determined and voted on by the Board of Directors.

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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017206
IRS990/PrincipalOfficerNm0Shannon Wagner
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0621990
IRS990/ProgramServiceRevenueGrp/Desc0ADAP
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt075925
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt075925
IRS990/ProgSrvcAccomActy2Grp/Desc0ADAP- Being Alive San Diego has a fee for services agreement with the State of California to provide enrollment and consuling regarding the Aids Drug Assistance Program ADAP. This is a prescription drug and insurance assistance program that is funded by the Ryan White CARE legistlation and state funds. Being Alive San Diego is paid for the enrollment services.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt065857
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt075925
IRS990/ProgSrvcAccomActy3Grp/Desc0Other Programs - Being Alive provides information and education services to over 8,000 individuals annually. These include low income, disabled, and homeless HIV infected individuals in San Diego. BASD collects tickets from local theatres and other venues. BASD then distributes these tickets to clients.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt069869
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0454817
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt014189
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0198113
IRS990/PYOtherRevenueAmt0462
IRS990/PYProgramServiceRevenueAmt074750
IRS990/PYRevenuesLessExpensesAmt074854
IRS990/PYSalariesCompEmpBnftPaidAmt0271251
IRS990/PYTotalExpensesAmt0469364
IRS990/PYTotalRevenueAmt0544218
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-65315
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0616663
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0377940
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0310483
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0454817
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0361160
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0386727
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0650219
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02163406
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt023566
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt014189
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0958
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt059
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt038772
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0395155
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0776
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0462
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0319
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0924
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01268
IRS990ScheduleA/OtherIncome170Grp/TotalAmt03749
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98070
IRS990ScheduleA/PublicSupportPY170Pct00.99190
IRS990ScheduleA/PublicSupportTotal170Amt02163406
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0310483
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0454817
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0361160
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0386727
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0650219
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02163406
IRS990ScheduleA/TotalSupportAmt02205927
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt023577
IRS990ScheduleD/EquipmentGrp/DepreciationAmt030104
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt053681
IRS990ScheduleD/ExpensesSubtotalAmt0476065
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0153406
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Beneficial interest in charitable trust
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Right of use asset
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0153760
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt131070
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Lease liability
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Fiscal Agent Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/RevenueSubtotalAmt0410750
IRS990ScheduleD/TotalBookValueLandBuildingsAmt023577
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0153406
IRS990ScheduleD/TotalExpensesPerForm990Amt0476065
IRS990ScheduleD/TotalLiabilityAmt0184830
IRS990ScheduleD/TotalRevenuePerForm990Amt0410750
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0410750
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0476065
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01083
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0Recreation Tickets
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt044651
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conflict of interest policy is reviewed annually by the Board and Parliamentarian.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All compensation is determined and voted on by the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Tax Returns are available are provided to the Board members prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Organizational documents, policies, and financial statements are available to members and the public at the BASD office
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part IV, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part IV, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 11a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false

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