Civic Intelligence

San Diego Regional Economic Development Foundation

990 • Fiscal year 2019 • EIN 33-0992658

Jul 01, 2018 to Jun 30, 2019 • Filed on Jun 30, 2020

Organization ProfileN/A
530 B Street 700San Diego, CA 92101

(619) 234-8484

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

75th percentile

0.24x

Higher debt load relative to assets than 75% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

55th percentile

0.04x

Higher debt load relative to revenue than 55% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

21st percentile

-9.9%

Higher net margin than 21% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

6th percentile

-28%

Faster asset growth than 6% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

16th percentile

-19%

Faster revenue growth than 16% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$151,646

Down $60,273 (-28%) from 2018

Net Assets

Down

$115,429

Down $96,490 (-46%) from 2018

Liabilities

Up

$36,217

Up $36,217 from 2018

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin21st percentile

Revenue

Down

$848,636

Down $203,761 (-19%) from 2018

Expenses

Down

$933,030

Down $64,233 (-6.4%) from 2018

Net Income

Down

-$84,394

Down $139,528 (-253%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2012: $138,955Liabilities 2012: $56,737Net Assets 2012: $82,2182012Assets 2013: $25,199Liabilities 2013: $0Net Assets 2013: $25,1992013Assets 2014: $87,000Liabilities 2014: $12,377Net Assets 2014: $74,6232014Assets 2015: $205,855Liabilities 2015: $12,000Net Assets 2015: $193,8552015Assets 2016: $355,905Liabilities 2016: $0Net Assets 2016: $355,9052016Assets 2017: $395,932Liabilities 2017: $251,241Net Assets 2017: $144,6912017Assets 2018: $211,919Liabilities 2018: $0Net Assets 2018: $211,9192018Assets 2019: $151,646Liabilities 2019: $36,217Net Assets 2019: $115,4292019Assets 2020: $1,709,606Liabilities 2020: $18,637Net Assets 2020: $1,690,9692020Assets 2021: $1,980,321Liabilities 2021: $470,861Net Assets 2021: $1,509,4602021Assets 2022: $733,349Liabilities 2022: $229,663Net Assets 2022: $503,6862022Assets 2023: $404,319Liabilities 2023: $22,178Net Assets 2023: $382,1412023Assets 2024: $580,803Liabilities 2024: $72,512Net Assets 2024: $508,2912024

Highlighted filing

2019

Assets$151,646
Liabilities$36,217
Net Assets$115,429
Open 2019 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2012: $551,1622012Expenses 2013: $330,1692013Revenue 2014: $374,422Expenses 2014: $324,998Net Income 2014: $49,4242014Revenue 2015: $857,560Expenses 2015: $738,328Net Income 2015: $119,2322015Revenue 2016: $877,979Expenses 2016: $715,929Net Income 2016: $162,0502016Revenue 2017: $875,610Expenses 2017: $1,086,824Net Income 2017: -$211,2142017Revenue 2018: $1,052,397Expenses 2018: $997,263Net Income 2018: $55,1342018Revenue 2019: $848,636Expenses 2019: $933,030Net Income 2019: -$84,3942019Revenue 2020: $2,671,630Expenses 2020: $1,086,872Net Income 2020: $1,584,7582020Revenue 2021: $1,492,316Expenses 2021: $1,673,825Net Income 2021: -$181,5092021Revenue 2022: $259,500Expenses 2022: $1,265,272Net Income 2022: -$1,005,7722022Revenue 2023: $553,000Expenses 2023: $662,199Net Income 2023: -$109,1992023Revenue 2024: $800,917Expenses 2024: $674,767Net Income 2024: $126,1502024

Highlighted filing

2019

Revenue$848,636
Expenses$933,030
Net Income-$84,394
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jun 30, 2020
Return Version
2018v3.2
Gross Receipts
$848,636
Mission and Program Overview

Mission

The San Diego Regional Economic Development Foundation's mission is to support and cultivate sustainable employment opportunities for San Diego County residents contributing to a prosperous local economy.

To support and cultivate sustainable employment oportunities for san diego county residents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$59,758$99,248▲ $39,490
Cash and Non-Interest-Bearing Accounts$152,161$52,398▼ $99,763
Total Assets$211,919$151,646▼ $60,273
Liabilities
Accounts Payable and Accrued Expenses$0$36,217▲ $36,217
Total Liabilities$0$36,217▲ $36,217
Net Assets / Fund Balance
Unrestricted Net Assets$211,919$115,429▼ $96,490
Total Net Assets Fund Balance$211,919$115,429▼ $96,490
Total Liabilities and Net Assets / Fund Balance$211,919$151,646▼ $60,273
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
David KoontzChair
Delinda ForsytheBoard Member
Mark LeeBoard Member
Med StorerBoard Member
Tana LorahBoard Member
Jennifer StormExecutive Director
Shelly Mctighe-rippengaleSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Economic Development Corporation Of SanProgram Management And Administrative Se530 B STREET SUITE 700, San Diego, CA 92101$406,854
CmtcTechnical Consulting690 KNOX ST SUITE 200, Torrance, CA 90502$118,580
Revenue and Support

Revenue Composition

Contributions and Grants
$140,790
Program Service Revenue
$707,846
Investment Income
$0
Other Revenue
$0
All Other Contributions
$45,000
Change in Net Assets
$-84,394
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$933,030
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$122,199--$122,199
All Other Expenses$107,115--$107,115
Fees for Services Management-$25,000-$25,000
Fees for Services Accounting-$8,136-$8,136
Fees for Services Other-$7,438-$7,438
Total Functional Expenses$892,456$40,574$0$933,030
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

“Prepared form 990 is provided to foundation management and to board for review and approval prior to tax returns finalized for filing.”

Form 990, Part VI, Section C, Line 19

“All foundation documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
San Diego Regional Economic Development
EIN
33-0992658
Phone
6192348484
Address
530 B STREET 700, SAN DIEGO, CA 92101

Signing Officer

Name
Jennifer Storm
Title
Executive Director
Phone
6192348484
Signed
2020-06-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Koontz
Formed
2001
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
10

Preparer

Firm
Squar Milner Llp
Address
3655 NOBEL DRIVE STE 300, SAN DIEGO, CA 92122-1050
Preparer
Kathleen Schmidt
Phone
8585974100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Stewardship/civic engagement: program service expenses 67,516. Management and general expenses 0. Fundraising expenses 0. Total expenses 67,516. Talent & global identity: program service expenses 31,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 31,500. Miscellaneous expense: program service expenses 4,807. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,807. Audit ins./filing fees: program service expenses 3,292. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,292.”

Raw XML Appendix362 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PREPARED FORM 990 IS PROVIDED TO FOUNDATION MANAGEMENT AND TO BOARD FOR REVIEW AND APPROVAL PRIOR TO TAX RETURNS FINALIZED FOR FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL FOUNDATION DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STEWARDSHIP/CIVIC ENGAGEMENT: PROGRAM SERVICE EXPENSES 67,516. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 67,516. TALENT & GLOBAL IDENTITY: PROGRAM SERVICE EXPENSES 31,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,500. MISCELLANEOUS EXPENSE: PROGRAM SERVICE EXPENSES 4,807. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,807. AUDIT INS./FILING FEES: PROGRAM SERVICE EXPENSES 3,292. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,292.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-30
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ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-30
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ReturnHeader/ReturnTs02020-07-08T18:38:19-05:00
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ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$151,646
Liabilities
$36,217
Net assets
$115,429
Revenue
$848,636
Expenses
$933,030
Net income
-$84,394
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.58$0.07$0.51$0.80$0.67$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.40$0.02$0.38$0.55$0.66$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.73$0.23$0.50$0.26$1.27$1.01
2021Detailed filing. Detailed filing data is available for this year.$1.98$0.47$1.51$1.49$1.67$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.71$0.02$1.69$2.67$1.09$1.58
2019Detailed filing. Detailed filing data is available for this year.$0.15$0.04$0.12$0.85$0.93$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$1.05$1.00$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.40$0.25$0.14$0.88$1.09$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.88$0.72$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.21$0.01$0.19$0.86$0.74$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.09$0.01$0.07$0.37$0.32$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.00$0.03$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.06$0.08$0.55