Civic Intelligence

Info Line of San Diego County

EIN 33-1029843 • 501(c)3 • San Diego, CA

Profile

Our mission is to serve as a nexus to bring the community (organizations) together to help people efficiently access appropriate services, and provide vital data and trend information for proactive community planning.

PO Box 420039San Diego, CA 92142

www.211sandiego.org

Siviq Scores

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

Liabilities / Assets

56th percentile

0.28x

Higher debt load relative to assets than 56% of similar nonprofits.

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

Liabilities / Revenue

30th percentile

0.13x

Higher debt load relative to revenue than 30% of similar nonprofits.

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

Net Margin

40th percentile

1.2%

Higher net margin than 40% of similar nonprofits.

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

Top Officer Pay

67th percentile

$345,501

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

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

Asset Growth

34th percentile

1.2%

Faster asset growth than 34% of similar nonprofits.

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

Revenue Growth

47th percentile

6.5%

Faster revenue growth than 47% of similar nonprofits.

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

Assets

Up

$13,584,779

Up $157,725 (+1.2%) from 2023

Liabilities

Down

$3,773,382

Down $398,615 (-9.6%) from 2023

Net Assets

Up

$9,811,397

Up $556,340 (+6.0%) from 2023

Revenue

Up

$29,002,503

Up $1,767,518 (+6.5%) from 2023

Expenses

Up

$28,643,214

Up $2,423,085 (+9.2%) from 2023

Net Income

Down

$359,289

Down $655,567 (-65%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $1,585,864Liabilities 2010: $514,108Net Assets 2010: $1,071,7562010Assets 2012: $2,091,528Liabilities 2012: $537,421Net Assets 2012: $1,554,1072012Assets 2013: $3,175,054Liabilities 2013: $737,439Net Assets 2013: $2,437,6152013Assets 2014: $4,331,259Liabilities 2014: $782,984Net Assets 2014: $3,548,2752014Assets 2015: $4,257,919Liabilities 2015: $551,364Net Assets 2015: $3,706,5552015Assets 2016: $5,397,737Liabilities 2016: $1,466,350Net Assets 2016: $3,931,3872016Assets 2017: $6,798,263Liabilities 2017: $2,061,057Net Assets 2017: $4,737,2062017Assets 2018: $6,378,483Liabilities 2018: $1,312,205Net Assets 2018: $5,066,2782018Assets 2019: $6,277,855Liabilities 2019: $1,575,453Net Assets 2019: $4,702,4022019Assets 2020: $8,441,916Liabilities 2020: $2,724,803Net Assets 2020: $5,717,1132020Assets 2021: $9,107,197Liabilities 2021: $2,065,866Net Assets 2021: $7,041,3312021Assets 2022: $10,575,127Liabilities 2022: $2,334,926Net Assets 2022: $8,240,2012022Assets 2023: $13,427,054Liabilities 2023: $4,171,997Net Assets 2023: $9,255,0572023Assets 2024: $13,584,779Liabilities 2024: $3,773,382Net Assets 2024: $9,811,3972024

Highlighted filing

2024

Assets$13,584,779
Liabilities$3,773,382
Net Assets$9,811,397

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $3,164,8122010Expenses 2012: $5,394,3452012Expenses 2013: $6,799,6052013Revenue 2014: $10,372,380Expenses 2014: $9,261,720Net Income 2014: $1,110,6602014Revenue 2015: $8,884,901Expenses 2015: $8,726,621Net Income 2015: $158,2802015Revenue 2016: $9,713,102Expenses 2016: $9,488,270Net Income 2016: $224,8322016Revenue 2017: $12,515,317Expenses 2017: $11,709,498Net Income 2017: $805,8192017Revenue 2018: $12,010,234Expenses 2018: $11,681,162Net Income 2018: $329,0722018Revenue 2019: $12,381,845Expenses 2019: $12,745,721Net Income 2019: -$363,8762019Revenue 2020: $16,688,479Expenses 2020: $15,673,768Net Income 2020: $1,014,7112020Revenue 2021: $22,038,260Expenses 2021: $20,714,042Net Income 2021: $1,324,2182021Revenue 2022: $25,535,375Expenses 2022: $24,336,505Net Income 2022: $1,198,8702022Revenue 2023: $27,234,985Expenses 2023: $26,220,129Net Income 2023: $1,014,8562023Revenue 2024: $29,002,503Expenses 2024: $28,643,214Net Income 2024: $359,2892024

Highlighted filing

2024

Revenue$29,002,503
Expenses$28,643,214
Net Income$359,289

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.6$3.77$9.81$29.0$28.6$0.36
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$4.17$9.26$27.2$26.2$1.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$2.33$8.24$25.5$24.3$1.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.11$2.07$7.04$22.0$20.7$1.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.44$2.72$5.72$16.7$15.7$1.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.28$1.58$4.70$12.4$12.7$0.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.38$1.31$5.07$12.0$11.7$0.33
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.80$2.06$4.74$12.5$11.7$0.81
2016Detailed filing. Detailed filing data is available for this year.$5.40$1.47$3.93$9.71$9.49$0.22
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.26$0.55$3.71$8.88$8.73$0.16
2014Detailed filing. Detailed filing data is available for this year.$4.33$0.78$3.55$10.4$9.26$1.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.18$0.74$2.44$6.80
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.54$1.55$5.39
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$0.51$1.07$3.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$29,139,408
Mission and Program Overview

Mission

2-1-1 san diego is a local non-profit organization committed to helping everyone have the opportunity to be safe, stable and thriving by connecting people to community, social, health, and disaster services.these services include access to food, housing, utilities, health, financial, transportation, military and veterans assistance, and more services. 2-1-1 serves the entire population of san diego and imperial counties as the region's primary connection to more than 6,000 services, and provides access to services 24-hours a day and in more than 200 languages and dialects. During times of disaster or public crises, 2-1-1 is the designated and trusted source for vetted, non-emergency information. We provide vital data and trend information for proactive community planning and spearhead the community information exchange (cie) to streamline communication across social and health service providers to facilitate communitywide care coordination for clients and improve their outcomes.

Connect people to resources & partner with our community to transform how people access help.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,364,086$4,970,548▲ $2,606,462
Accounts Receivable$2,830,901$3,034,756▲ $203,855
Investments in Publicly Traded Securities-$2,910,276-
Savings and Temporary Cash Investments$5,714,276$543,477▼ $5,170,799
Prepaid Expenses and Deferred Charges$149,219$532,002▲ $382,783
Land, Buildings, and Equipment, Net$590,930$391,109▼ $199,821
Total Assets$13,427,054$13,584,779▲ $157,725
Other Assets Total$1,777,642$1,202,611▼ $575,031
Liabilities
Accounts Payable and Accrued Expenses$2,134,214$2,307,638▲ $173,424
Other Liabilities$1,742,421$1,174,611▼ $567,810
Deferred Revenue$295,362$291,133▼ $4,229
Total Liabilities$4,171,997$3,773,382▼ $398,615
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,190,306$9,730,989▲ $540,683
Net Assets With Donor Restrictions$64,751$80,408▲ $15,657
Total Net Assets Fund Balance$9,255,057$9,811,397▲ $556,340
Total Liabilities and Net Assets / Fund Balance$13,427,054$13,584,779▲ $157,725

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$274,005$1,281,657$1,555,662
Equipment$117,104$1,014,599$1,131,703
Other Assets Org$1,150,183--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
William YorkPresident & CEOFT$284,706$60,795$345,501
Paul RedfernChief Financial OfficerFT$263,298$41,857$305,155
Peter BattistelChief Technology OfficerFT$258,359$43,802$302,161
Camey ChristensonChief Business DevelopmentFT$251,720$36,225$287,945
Megan StorerChief of StaffFT$196,918$29,615$226,533
Doug LuffboroughChief People OfficerFT$169,563$27,959$197,522
Karla SamayoaChief Program OfficerFT$159,036$32,680$191,716
Karis GroundsVP of Health and CommunityFT$124,636$29,606$154,242

Board Members and Trustees

NameTitle
Terri ColachisBoard Chair
Paul JohnsonBoard Vice Chair
Diana PuetzBoard Member
Dr P Wesley LundburgBoard Member
Dr Rakesh PatelBoard Member
Jane FinleyBoard Member
Jonathan WoldemariamBoard Member
Katherine KinnamontBoard Member
Lorena SlomansonBoard Member
Nancy SasakiBoard Member
Paul HegyiBoard Member
Tana LorahBoard Secretary and Treasurer
Dr Jim DunfordTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Oktana CorporationIt Consulting1116 SMITH STREET SUITE 406, Charleston, WV 25301$334,291
Ice CybersecurityIt Consulting1855 FIRST AVE, San Diego, CA 92101$195,000
Drive Marketing Group LLCBranded Merchandise20475 SW AVERY CT, Tualatin, OR 97062$152,649
-Software Consulting4523 DAVINCI STREET, San Diego, CA 92130-2713$149,500
-Cie ConsultingPO BOX 420039 SUITE 101, San Diego, CA 92142$115,200
Revenue and Support

Revenue Composition

Contributions and Grants
$809,841
Program Service Revenue
$28,033,308
Investment Income
$78,026
Other Revenue
$81,328
All Other Contributions
$681,599
Change in Net Assets
$359,289

Audited Revenue Reconciliation

Revenue per Audited Statements
$29,002,503
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,521,255
Total Revenue per Audited Statements
$30,523,758
Total Revenue per Form 990
$29,002,503
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$20,464,293
Other Expenses$8,178,921
Total Fundraising Expense$1,050,775
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$12,918,080$1,871,101$506,726$15,295,907
Fees for Services Other$2,960,585$856,380$97,680$3,914,645
Other Employee Benefits$1,747,497$277,347$82,571$2,107,415
Current Officers, Directors, Trustees, and Key Employees$1,040,304$344,247$152,820$1,537,371
Payroll Taxes$1,007,348$159,877$47,598$1,214,823
Occupancy$779,785$58,314$14,182$852,281
Information Technology$537,876$65,217$9,163$612,256
Pension Plan Contributions$256,042$40,637$12,098$308,777
Fees for Services Legal$133,028$106,354$12,131$251,513
Office Expenses$17,607$168,167$46,369$232,143
Depreciation Depletion$190,699$12,203$2,840$205,742
All Other Expenses$39,085$120,990$13,224$173,299
Insurance$158,268$10,786$2,621$171,675
Other Expenses$54,867$55,024$15,506$125,397
Travel$52,215$31,891$15,062$99,168
Fees for Services Accounting$30,444$24,340$2,776$57,560
Advertising$7,630--$7,630
Total Functional Expenses$23,320,054$4,272,385$1,050,775$28,643,214

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$29,912,704
Expenses per Audited Statements$28,643,214
Total Expenses per Form 990$28,643,214
Expenses Not Reported on Form 990$1,269,490
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$218,233
Fundraising Direct Expenses$136,905
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cie National Summit$346,475$218,233$43,959$174,274
Cie State Summit----
Total Events$346,475$218,233$136,905$81,328
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$1,174,611
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

2-1-1's finance committee reviews the form 990 at their monthly meeting and approves it for filing. The board of directors is notified by the finance committee chair at the following board meeting.

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

The ceo meets with each member annually and any conflicts or potential conflicts are discussed at that time.

Form 990, Part VI, Section B, Line 15

Compensation for the ceo is researched, by using annual surveys and established by the board executive committee. The ceo is provided with an annual performance review to determine if a merit increase is warranted. The board executive committee decides the final salary for the ceo.

Form 990, Part VI, Section C, Line 19

The organization's 990 and financials are posted on the 2-1-1 website. The organization's governing documents, conflict of interest and form 1023 are available upon request.

Filing and Contact Details

Filer

Filer Name
Info Line of San Diego County
EIN
33-1029843
Phone
8583001300
Address
PO BOX 420039, SAN DIEGO, CA 92142
Doing Business As
211 San Diego

Signing Officer

Name
William York
Title
President & CEO
Phone
8583001300
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William York
Formed
2003
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
456
Volunteers
0

Preparer

Firm
Aldrich Cpas and Advisors Llp
Address
1903 WRIGHT PLACE 180, CARLSBAD, CA 92008
Preparer
Debra D Smith CPA
Phone
7604318440
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Subcontractor payments: program service expenses 1,889,417. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,889,417. Other consulting: program service expenses 988,052. Management and general expenses 789,931. Fundraising expenses 90,101. Total expenses 1,868,084. Payroll processing fees: program service expenses 48,306. Management and general expenses 38,619. Fundraising expenses 4,405. Total expenses 91,330. Translation consultants: program service expenses 34,810. Management and general expenses 27,830. Fundraising expenses 3,174. Total expenses 65,814.

Financial Statement Notes

PART X, LINE 2:

The organization follows the provisions of uncertain tax positions as addressed in fasb accounting standards codification. The organization recognizes accrued interest and penalties associated with uncertain tax positions as part of the income tax provision, when applicable. There are no amounts accrued in the consolidated financial statements related to uncertain tax positions for the years ended june 30, 2024 and 2023.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Revenue of related organization per consolidated gaap statements 1,862,252. Eliminating entries per consolidated gaap statements -536,484.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Expenses of related organization per consolidated gaap statements 1,805,974. Eliminating entries per consolidated gaap statements -536,484.

Raw XML AppendixShowing 400 of 845 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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IRS990/Desc0211 SAN DIEGO OFFERS A FREE, 24-HOUR CONFIDENTIAL PHONE SERVICE AND SEARCHABLE ONLINE DATABASE. BY DIALING 211, PEOPLE ARE LINKED TO A TRAINED COMMUNITY CONNECTOR WHO CONDUCTS COMPREHENSIVE ELIGIBILITY SCREENINGS AND NEEDS ASSESSMENTS TO GAIN AN UNDERSTANDING OF EACH PERSON'S UNIQUE SITUATION. COMMUNITY CONNECTORS MATCH EACH PERSON'S NEEDS WITH AVAILABLE COMMUNITY RESOURCES AND WORK WITH THEM AS WELL AS WITH NONPROFIT AND GOVERNMENT SERVICES TO ENSURE THEY RECEIVE THE SUPPORT NECESSARY TO MEET THEIR NEEDS TO IMPROVE THEIR QUALITY OF LIFE. REFERRALS OFTEN INCLUDE 211'S OWN IN-DEPTH SERVICES INCLUDING PUBLIC ASSISTANCE ENROLLMENT SERVICES OR HEALTH, HOUSING UTILITY ASSISTANCE OR MILITARY/VETERAN NAVIGATION SERVICES.DURING DISASTERS OR PUBLIC HEALTH CRISES, 211 SAN DIEGO IS ACTIVATED AS THE PRIMARY NUMBER FOR THE PUBLIC TO CALL TO PROVIDE OFFICIAL INFORMATION ON BEHALF OF THE LOCAL COUNTY GOVERNMENT. DURING THIS TIME, 211 PROVIDES RUMOR CONTROL, TREND REPORTING AND INVALUABLE DATA COLLECTION AND REPORTING TO THE COUNTY, REPORTING ON COMMUNITY UNMET NEEDS AND ACTING AS THE CENTRAL COMMUNICATIONS POINT FOR OTHER COMMUNITY AGENCIES AND NON-GOVERNMENTAL ORGANIZATIONS.
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IRS990/MissionDesc0211 SAN DIEGO IS A LOCAL NON-PROFIT ORGANIZATION AND MISSION IS TO SEAMLESSLY CONNECT PEOPLE TO RESOURCES, AND PARTNER WITH OUR COMMUNITY TO TRANSFORM HOW PEOPLE ACCESS HELP. THESE SERVICES INCLUDE ACCESS TO FOOD, HOUSING, UTILITIES, HEALTH, FINANCIAL, TRANSPORTATION, MILITARY AND VETERANS ASSISTANCE, AND MORE SERVICES. 211 SERVES THE ENTIRE POPULATION OF SAN DIEGO AND IMPERIAL COUNTIES AS THE REGION'S PRIMARY CONNECTION TO MORE THAN 6,000 SERVICES, AND PROVIDES ACCESS TO SERVICES 24-HOURS A DAY AND IN MORE THAN 200 LANGUAGES AND DIALECTS. DURING TIMES OF DISASTER OR PUBLIC CRISES, 211 IS THE DESIGNATED AND TRUSTED SOURCE FOR VETTED, NON-EMERGENCY INFORMATION. WE PROVIDE VITAL DATA AND TREND INFORMATION FOR PROACTIVE COMMUNITY PLANNING AND SPEARHEAD THE COMMUNITY INFORMATION EXCHANGE (CIE) TO STREAMLINE COMMUNICATION ACROSS SOCIAL AND HEALTH SERVICE PROVIDERS TO FACILITATE COMMUNITYWIDE CARE COORDINATION FOR CLIENTS AND IMPROVE THEIR OUTCOMES.
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