Civic Intelligence

Transfamily Support Services

EIN 47-3880841 • 501(c)3 • San Diego, CA

Profile

Provide services for transgender youth and adults

12463 Rancho Bernardo Road 218San Diego, CA 92128

www.transfamilysos.org

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.02x

Higher debt load relative to assets than 53% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

49th percentile

0.01x

Higher debt load relative to revenue than 49% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

52nd percentile

5.3%

Higher net margin than 52% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

85th percentile

$94,953

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

66th percentile

11%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

57th percentile

12%

Faster revenue growth than 57% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$488,888

Up $217,013 (+80%) from 2021

Liabilities

Down

$11,341

Down $19,829 (-64%) from 2021

Net Assets

Up

$477,547

Up $236,842 (+98%) from 2021

Revenue

Up

$912,743

Up $563,220 (+161%) from 2021

Expenses

Up

$864,436

Up $613,657 (+245%) from 2021

Net Income

Down

$48,307

Down $50,437 (-51%) from 2021

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2019: $17,713Liabilities 2019: $965Net Assets 2019: $16,7482019Assets 2020: $155,872Liabilities 2020: $13,560Net Assets 2020: $142,3122020Assets 2021: $271,875Liabilities 2021: $31,170Net Assets 2021: $240,7052021Assets 2024: $488,888Liabilities 2024: $11,341Net Assets 2024: $477,5472024

Highlighted filing

2024

Assets$488,888
Liabilities$11,341
Net Assets$477,547

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2019: $92,638Expenses 2019: $96,110Net Income 2019: -$3,4722019Revenue 2020: $205,536Expenses 2020: $79,025Net Income 2020: $126,5112020Revenue 2021: $349,523Expenses 2021: $250,779Net Income 2021: $98,7442021Revenue 2024: $912,743Expenses 2024: $864,436Net Income 2024: $48,3072024

Highlighted filing

2024

Revenue$912,743
Expenses$864,436
Net Income$48,307

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 14, 2025
Return Version
2024v5.2
Gross Receipts
$926,707
Mission and Program Overview

Mission

Provide services for transgender youth and adults

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$330,473$431,765▲ $101,292
Cash and Non-Interest-Bearing Accounts$102,072$45,110▼ $56,962
Prepaid Expenses and Deferred Charges$6,260$10,334▲ $4,074
Land, Buildings, and Equipment, Net$2,799$1,679▼ $1,120
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$441,608$488,888▲ $47,280
Other Assets Total$4$0▼ $4
Liabilities
Accounts Payable and Accrued Expenses$8,784$10,787▲ $2,003
Other Liabilities$4,861$554▼ $4,307
Total Liabilities$13,645$11,341▼ $2,304
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$427,963$477,547▲ $49,584
Total Net Assets Fund Balance$427,963$477,547▲ $49,584
Total Liabilities and Net Assets / Fund Balance$441,608$488,888▲ $47,280

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,679$7,096$8,775
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kathie MoehligExecutive DirectorFT$94,953$94,953

Board Members and Trustees

NameTitle
Liz WeaverPresident
Annie KilgoreTrustee
Aubin CawthonTrustee
Daniella AbbottTrustee
Mike DillawayTrustee
Paulo BatistaTrustee
Mitch KariSecretary
Katherine BuddTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$802,218
Program Service Revenue
$97,894
Investment Income
$2,770
Other Revenue
$9,861
All Other Contributions
$315,456
Change in Net Assets
$48,307
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$635,695
Other Expenses$228,741
Total Fundraising Expense$66,811
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$343,617$61,098$18,760$423,475
Current Officers, Directors, Trustees, and Key Employees$61,719$23,738$9,495$94,952
Other Employee Benefits$61,056$11,903$4,650$77,609
Payroll Taxes$31,510$5,728$2,421$39,659
Fees for Services Other--$21,240$21,240
Travel$11,834$7,589-$19,423
Office Expenses-$12,004-$12,004
Fees for Services Accounting-$10,139-$10,139
Occupancy-$5,926-$5,926
Insurance-$4,257-$4,257
Other Expenses$137,347$2,474$10,034$2,474
Conferences and Meetings$1,305--$1,305
Depreciation Depletion-$1,120-$1,120
Interest-$302-$302
Advertising$40-$211$251
All Other Expenses-$19-$19
Total Functional Expenses$648,428$149,197$66,811$864,436
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$23,825
Fundraising Direct Expenses$13,964
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ticket sales$23,825$23,825$13,964$9,861
Total Events$23,825$23,825$13,964$9,861
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$554
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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

Tax returns are given to the board annually before the April or May Board meeting to review. It is an agenda item with time for a question and answer period. The board then votes to approve the tax returns and file them. If there are issues or follow up questions, they will be answered and/or rectified.The motions and vote is memorialized in the board minutes.

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

There are ongoing and regular discussions with both board and staff regarding any potential conflicts of interest. When developing any new programming or event, it is part of the development conversation. Any conflicts are required by staff or board members to be brought up when they occur to the Executive Director or Board President. The President of the Board regularly checks in with board members, Executive Director and staff giving reminders of our conflict of interest policy.

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

Annually, the Executive Committee does a review of the Executive Directors compensation using salary comparisons that are specific to organizations in our region with similar revenues and head count. The ED also does a salary review of current and proposed position ranges and presents it to the Executive Committee. All compensation is presented in a board meeting, voted on and documented in the meeting minutes as part of the annual budget process.

Form 990, Part VI, Section B, Line 15B

Annually, the Executive Committee does a review of the Executive Directors compensation using salary comparisons that are specific to organizations in our region with similar revenues and head count. The ED also does a salary review of current and proposed position ranges and presents it to the Executive Committee. All compensation is presented in a board meeting, voted on and documented in the meeting minutes as part of the annual budget process.

Form 990, Part VI, Section C, Line 19

No other documents available to the public.

Filing and Contact Details

Filer

Filer Name
TransFamily Support Services
EIN
47-3880841
Phone
8583040085
Address
12463 Rancho Bernardo Road 218, San Diego, CA 92128

Signing Officer

Name
Katherine Budd
Title
Treasurer
Signed
2025-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katherine Budd
Formed
2015
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
12

Preparer

Firm
JCaldwell Consulting PLLC
Address
149 East Sixteenth Street, Traverse City, MI 49684
Preparer
Jamie Caldwell
Phone
2317140658
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