Civic Intelligence

San Diego Workforce Partnership Inc

EIN 33-0660504 • 501(c)3 • San Diego, CA

Profile

To provide regional employment and training services that include the development and creation of job opportunities, training, education, and other services needed to enable individuals to secure and retain employment.

9246 Lightwave Ave 210San Diego, CA 92123

www.workforce.org

Siviq Scores

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

Liabilities / Assets

91st percentile

0.91x

Higher debt load relative to assets than 91% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.70x

Higher debt load relative to revenue than 72% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

32nd percentile

-0.7%

Higher net margin than 32% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$224,308

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

80th percentile

16%

Faster asset growth than 80% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

44th percentile

5.5%

Faster revenue growth than 44% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$27,368,588

Up $3,850,634 (+16%) from 2023

Liabilities

Up

$24,918,111

Up $4,100,590 (+20%) from 2023

Net Assets

Down

$2,450,477

Down $249,956 (-9.3%) from 2023

Revenue

Up

$35,418,514

Up $1,831,537 (+5.5%) from 2023

Expenses

Up

$35,668,470

Up $2,602,458 (+7.9%) from 2023

Net Income

Down

-$249,956

Down $770,921 (-148%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2015: $5,832,024Liabilities 2015: $5,408,615Net Assets 2015: $423,4092015Assets 2016: $5,077,478Liabilities 2016: $4,776,117Net Assets 2016: $301,3612016Assets 2017: $6,464,835Liabilities 2017: $5,845,080Net Assets 2017: $619,7552017Assets 2018: $6,703,880Liabilities 2018: $6,114,561Net Assets 2018: $589,3192018Assets 2019: $8,687,883Liabilities 2019: $8,162,524Net Assets 2019: $525,3592019Assets 2020: $9,360,443Liabilities 2020: $8,678,679Net Assets 2020: $681,7642020Assets 2021: $11,460,026Liabilities 2021: $10,481,605Net Assets 2021: $978,4212021Assets 2022: $16,862,619Liabilities 2022: $14,683,151Net Assets 2022: $2,179,4682022Assets 2023: $23,517,954Liabilities 2023: $20,817,521Net Assets 2023: $2,700,4332023Assets 2024: $27,368,588Liabilities 2024: $24,918,111Net Assets 2024: $2,450,4772024

Highlighted filing

2024

Assets$27,368,588
Liabilities$24,918,111
Net Assets$2,450,477

Operations Trend

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

$40M$30M$20M$10M$0-$10MRevenue 2015: $33,317,155Expenses 2015: $33,275,615Net Income 2015: $41,5402015Revenue 2016: $29,938,821Expenses 2016: $30,060,869Net Income 2016: -$122,0482016Revenue 2017: $30,100,526Expenses 2017: $29,782,132Net Income 2017: $318,3942017Revenue 2018: $28,781,917Expenses 2018: $28,812,353Net Income 2018: -$30,4362018Revenue 2019: $28,113,190Expenses 2019: $28,177,150Net Income 2019: -$63,9602019Revenue 2020: $27,203,614Expenses 2020: $27,047,209Net Income 2020: $156,4052020Revenue 2021: $27,546,774Expenses 2021: $27,250,117Net Income 2021: $296,6572021Revenue 2022: $29,452,105Expenses 2022: $28,259,914Net Income 2022: $1,192,1912022Revenue 2023: $33,586,977Expenses 2023: $33,066,012Net Income 2023: $520,9652023Revenue 2024: $35,418,514Expenses 2024: $35,668,470Net Income 2024: -$249,9562024

Highlighted filing

2024

Revenue$35,418,514
Expenses$35,668,470
Net Income-$249,956

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$35,418,514
Mission and Program Overview

Mission

To provide regional employment and training services that include the development and creation of job opportunities, training, education, and other services needed to enable individuals to secure and retain employment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$13,732,874$9,323,173▼ $4,409,701
Pledges and Grants Receivable$6,910,395$5,655,456▼ $1,254,939
Accounts Receivable$1,015,285$4,523,060▲ $3,507,775
Prepaid Expenses and Deferred Charges$352,779$586,362▲ $233,583
Land, Buildings, and Equipment, Net$213,620$187,627▼ $25,993
Total Assets$23,517,954$27,368,588▲ $3,850,634
Other Assets Total$1,293,001$7,092,910▲ $5,799,909
Liabilities
Deferred Revenue$14,722,074$14,139,372▼ $582,702
Other Liabilities$1,673,493$7,464,907▲ $5,791,414
Accounts Payable and Accrued Expenses$3,820,503$2,574,574▼ $1,245,929
Grants Payable$601,451$739,258▲ $137,807
Total Liabilities$20,817,521$24,918,111▲ $4,100,590
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,336,080$1,336,080→ $0
Net Assets Without Donor Restrictions$1,364,353$1,114,397▼ $249,956
Total Net Assets Fund Balance$2,700,433$2,450,477▼ $249,956
Total Liabilities and Net Assets / Fund Balance$23,517,954$27,368,588▲ $3,850,634

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$151,106$127,564$278,670
Other Land Buildings$36,521$90,091$126,612
Other Assets Org$47,805--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Desiree DaughertyVice PresidentFT$193,932$30,376$224,308
Peter CallstromPresident and CEO-pastFT$186,140$26,476$212,616
Parina ParikhVP of Sector InitiativesFT$182,846$26,874$209,720
Claudia HuertaVice PresidentFT$165,574$20,008$185,582
Haley L StaytonWorkforce Program SupervisorFT$137,715$24,514$162,229
Carlynne YuVice President of Finance-pastFT$133,106$20,224$153,330
Sarah BurnsDirector of LearningFT$128,003$24,028$152,031
Khaleda AttaChief Operations OfficerFT$138,574$12,271$150,845
Shaina GrossVice PresidentFT$128,471$18,075$146,546
Nicholas DevicoDirector of Youth ProgrammingFT$121,537$22,431$143,968
Kiyoshi KanzawaDirector of Information TechnologyFT$121,176$18,110$139,286
Tracy Nicole EckardDirector of Workforce DevelopmentFT$121,605$16,917$138,522
Melissa JohnsonVice PresidentFT$110,150$6,527$116,677
Anthony YoungPresident & CEO-pastFT$83,872$15,977$99,849
Alejandra AcevesVice President of ProgramsFT$86,848$11,796$98,644
Dennis KingeryVP of Finance-pastFT$74,392$20,378$94,770
Miguel VasquezVice President of Client Services-pastFT$39,087$3,219$42,306
Brandon HarrisonVice President of OperationsFT$3,077$231$3,308

Board Members and Trustees

NameTitle
Rick VaccariChair
Rachel BerezaPresident & CEO
Althea SalasVice Chair
Aida RosaBoard Member
Annie TaamiloBoard Member
Brigette BrowningBoard Member
Brisa JohnsonBoard Member
Carol KimBoard Member
Christina BiblerBoard Member
Connie LundgrenBoard Member
Danene BrownBoard Member
Ed HidalgoBoard Member
Efrem BycerBoard Member
Jamie GardnerBoard Member
Jeff NoyesBoard Member
Jeremy VellonBoard Member
Kevin JohnsonBoard Member
Kurling RobinsonBoard Member
Mark SuttonBoard Member
Matt DoyleBoard Member
Matt MartinBoard Member
Mimi RosadoBoard Member
Monica Montgomery-steppeBoard Member
Nancy Smith-taylorBoard Member
Phil BlairBoard Member
Ricky ShabazzBoard Member
Risa BaronBoard Member
Sean Elo-riveraBoard Member
Shandon HarbourBoard Member
Veronica De La RosaBoard Member
Carmen SummersBoard Secretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Center For Employment Opportunities INCCalfresh Employment & Training Program4153 MARKET STREET STE C, San Diego, CA 92102$1,810,691
Icma Retirement TrustEmployee BenefitC/O ALLFIRST BANK PO BOX 64553, Baltimore, MD 21264$1,749,614
Pdp Imperial Partners LLCOffice Space2603 MAIN STREET, Irvine, CA 92614$968,504
San Diego Continuting Education FoundatiEduation And Training4343 OCEANVIEW BLVD, San Diego, CA 92113$911,637
Spectrum Plaza LLCOffice Space1200 SIXTH AVE SUITE 700, Seattle, WA 98101$804,118
Revenue and Support

Revenue Composition

Contributions and Grants
$35,418,514
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$4,110,747
Change in Net Assets
$-249,956

Audited Revenue Reconciliation

Revenue per Audited Statements
$35,418,514
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$35,418,514
Total Revenue per Form 990
$35,418,514
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$21,498,196
Salaries, Compensation, and Employee Benefits$14,170,274
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,577,856$646,884-$9,224,740
Fees for Services Other$3,793,029$170,464-$3,963,493
Other Employee Benefits$1,472,885$347,215-$1,820,100
Current Officers, Directors, Trustees, and Key Employees-$1,738,500-$1,738,500
Pension Plan Contributions$1,076,958$45,171-$1,122,129
Other Expenses$1,034,373$22,877-$1,057,250
Occupancy$1,394,232$-354,106-$1,040,126
Fees for Services Legal$63,614$443,077-$506,691
Information Technology$398,742$61,056-$459,798
Payroll Taxes$219,936$44,869-$264,805
All Other Expenses$83,899$165,410-$249,309
Conferences and Meetings$198,499$12,337-$210,836
Office Expenses$78,834$86,295-$165,129
Insurance$235$131,731-$131,966
Fees for Services Accounting-$65,400-$65,400
Depreciation Depletion$43,916--$43,916
Total Functional Expenses$32,024,347$3,644,123$0$35,668,470

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$35,668,470
Total Expenses per Audited Statements$35,668,470
Total Expenses per Form 990$35,668,470
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Lease Liability$6,938,296
Compensated Absences$526,611
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
Yes
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 B, Line 11B

Form 990 is reviewed by the finance committee and approved by the board of directors.

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

The organization considers and monitors their conflict of interest policies at board meetings.

Form 990, Part VI, Section B, Line 15

The ceo's compensation is reviewed annually by the joint personnel committee (jpc) composed of select policy board members and workforce development board members. The jpc recommends for final approval to the policy board the ceo's compensation based on performance and market comparability data. In accordance to the ceo's contract with the san diego consortium, the remaining employees compensation are approved by the ceo annually based on comparability data and employee evaluations.

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
San Diego Workforce Partnership Inc
EIN
33-0660504
Phone
6192282900
Address
9246 LIGHTWAVE AVE 210, SAN DIEGO, CA 92123

Signing Officer

Name
Michael Colton
Title
Chief Financial Officer
Phone
6192282900
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Colton
Formed
1974
Legal Domicile
CA
Voting Board Members
30
Independent Board Members
30
Employees
176
Volunteers
0

Preparer

Firm
Rogers Anderson Malody & Scott Llp
Address
735 E CARNEGIE DR STE 100, SAN BERNARDINO, CA 92408
Preparer
Bradferd a Welebir CPA
Phone
9098890871
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other: program service expenses 3,793,029. Management and general expenses 170,464. Fundraising expenses 0. Total expenses 3,963,493.

FORM 990, PART XII, LINE 2C:

There were no changes in the process from the prior year.

Raw XML AppendixShowing 400 of 885 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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