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Community Development : Community Foundations

The San Diego Foundation

Growing a vibrant region

three stars

86.96

2508 Historic Decatur Road Suite 200
San Diego, CA 92106
tel: (619) 235-2300   Web Site
EIN: 95-2942582

Board Leadership
P. Kay Coleman
Chair

CEO
Mark Stuart, CFRE
President & Chief Executive Officer

  Score
(out of 100)
Rating
Overall Score & Rating 86.96 three stars
  Financial 81.56 three stars
  Accountability & Transparency 100.00 four stars
This rating was published 05/01/2021 and includes data from FY2019, the most recent 990 received at that time.

The San Diego Foundation inspires enduring philanthropy and enables community solutions to improve the quality of life in our region.

The San Diego Foundation inspires enduring philanthropy and enables community solutions to improve the quality of life in our region.

Financial

three stars

81.56

Accountability & Transparency

four stars

100.00

This rating was published 05/01/2021 and includes data from FY2019, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
85.5%
  Administrative Expenses 11.8%
  Fundraising Expenses 2.6%
  Fundraising Efficiency $0.02
  Working Capital Ratio (years) 4.88
  Program Expenses Growth 0.6%
  Liabilities to Assets 13.5%
All data for Financial Performance Metrics calculations was provided by The San Diego Foundation on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by The San Diego Foundation on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
The San Diego Foundation (CA) 86.96 three stars
The Community Foundation of Western North Carolina (NC) 90.94 four stars
Charlevoix County Community Foundation (MI) 86.65 three stars
Golden Belt Community Foundation (KS) 86.79 three stars
Community Foundation Sonoma County (CA) 90.15 four stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $53,822,087
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $19,500
   Related Organizations $206,615
   Government Grants $942,265
Total Contributions $54,990,467
   Program Service Revenue $6,640,058
Total Primary Revenue $61,630,525
   Other Revenue $26,035,666
TOTAL REVENUE $87,666,191
   
EXPENSES  
   Program Expenses $55,841,761
   Administrative Expenses $8,756,539
   Fundraising Expenses $1,851,877
TOTAL FUNCTIONAL EXPENSES $66,450,177
   
Payments to Affiliates $0
Excess (or Deficit) for the year $21,216,014
   
Net Assets $766,876,682

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Grants for San Diego Nonprofits $55,841,761 100.0%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-06 05/01/2021 86.96 three stars
2018-06 03/01/2020 95.68 four stars
2017-06 04/01/2019 86.93 three stars
2017-06 08/01/2018 84.72 three stars
2016-06 07/01/2017 91.22 four stars
2015-06 07/01/2016 90.00 four stars
2014-06 06/01/2016 92.67 four stars
 
CN 2.0
2014-06 12/22/2015 88.60 three stars
2014-06 09/01/2015 88.25 three stars
2013-06 10/01/2014 90.13 four stars
2012-06 08/01/2013 89.08 three stars
2011-06 09/01/2012 90.26 four stars
2010-06 09/20/2011 85.98 three stars
 
CN 1.0
2010-06 03/01/2011 84.21 three stars
2009-06 11/24/2010 88.72 three stars
2008-06 10/01/2009 93.60 four stars
2007-06 10/01/2008 93.03 four stars
2006-06 05/01/2007 91.89 four stars
2005-06 04/01/2006 92.42 four stars
2004-06 05/01/2005 87.77 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 95-2942582
Name in IRS Master File THE SAN DIEGO FOUNDATION
NTEE Code T31
NTEE Classification Community Foundations
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (408) Community service organization
(903) Community trust or component
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date August, 1975
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2018
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
Compensation % of Expenses Paid to Title
Not compensated -- Mark Stuart President & CEO
Other Salaries of Note
$532,628 0.80% Kathlyn Mead Former President & CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
The San Diego Foundation (CA) 86.96 three stars
Miami Foundation (FL) 93.79 four stars
Golden Belt Community Foundation (KS) 86.79 three stars
Truman Heartland Community Foundation (MO) 90.49 four stars
The Cleveland Foundation (OH) 95.23 four stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

The San Diego Foundation
2508 Historic Decatur Road
Suite 200
San Diego, CA 92106
tel: (619) 235-2300
fax: (619) 239-1710
EIN: 95-2942582

Visit Web Site

Board Leadership

P. Kay Coleman
Chair

CEO

Mark Stuart, CFRE
President & Chief Executive Officer

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