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Community Development : Community Foundations

The San Diego Foundation

A foundation for your passion

four stars

90.00

2508 Historic Decatur Road Suite 200
San Diego, CA 92106
tel: (619) 402-1827   Web Site
EIN: 95-2942582

Board Leadership
Connie Matsui
Chair

CEO
Kathlyn Mead
President, CEO

  Score
(out of 100)
Rating
Overall Score & Rating 90.00 four stars
  Financial 85.87 three stars
  Accountability & Transparency 100.00 four stars
This rating was published 07/01/2016 and includes data from FY2015, the most recent 990 received at that time.

Learn more about how we calculate the overall score and rating.

Financial

three stars

85.87

Accountability & Transparency

four stars

100.00

This rating was published 07/01/2016 and includes data from FY2015, 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)
90.3%
  Administrative Expenses 5.8%
  Fundraising Expenses 3.7%
  Fundraising Efficiency $0.05
  Working Capital Ratio (years) 4.72
  Program Expenses Growth 3.8%
  Liabilities to Assets 13.0%
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) 90.00 four stars
Central Indiana Community Foundation (IN) 92.67 four stars
Community Foundation for the Fox Valley Region (WI) 89.55 three stars
Community Foundation of Western Massachusetts (MA) 89.12 three stars
New Hampshire Charitable Foundation (NH) 88.78 three stars

Compare These Charities (Highly Rated)

The San Diego Foundation is San Diego's leading resource for information about charitable giving and community needs. We encourage and support meaningful dialogue on issues affecting each of our communities and work with philanthropists to develop creative solutions to meet critical community needs. Since our inception in 1975, The San Diego Foundation has helped public-spirited citizens find ways to address community problems. The funds we manage now number more than 1,050. Through them, our donors support numerous organizations and serve a variety of community needs. Our donors and funds all share a common purpose: to make San Diego a better place in which to live, work and play.

REVENUE  
Contributions  
   Contributions, Gifts & Grants $56,821,011
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $43,000
Total Contributions $56,864,011
   Program Service Revenue $7,848,116
Total Primary Revenue $64,712,127
   Other Revenue $20,885,256
TOTAL REVENUE $85,597,383
   
EXPENSES  
   Program Expenses $54,481,122
   Administrative Expenses $4,080,380
   Fundraising Expenses $2,446,675
TOTAL FUNCTIONAL EXPENSES $61,008,177
   
Payments to Affiliates $0
Excess (or Deficit) for the year $24,589,206
   
Net Assets $593,562,433

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 $54,481,122 100.0%

Ratings History
The San Diego Foundation has received 2 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
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
2003-06 05/01/2004 84.68 three stars
2002-06 04/15/2003 99.35 four stars
2001-06 02/05/2003 97.20 four 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, 2016
  • June, 2015
  • June, 2014
  • June, 2013
  • June, 2012

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

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Compensation % of Expenses Paid to Title
$145,386 0.23% Beverly Kathyn Mead President & CEO
Other Salaries of Note
$312,909 0.51% Robert Kelly Former President, CEO

The San Diego Foundation is San Diego's leading resource for information about charitable giving and community needs. We encourage and support meaningful dialogue on issues affecting each of our communities and work with philanthropists to develop creative solutions to meet critical community needs. Since our inception in 1975, The San Diego Foundation has helped public-spirited citizens find ways to address community problems. The funds we manage now number more than 1,050. Through them, our donors support numerous organizations and serve a variety of community needs. Our donors and funds all share a common purpose: to make San Diego a better place in which to live, work and play.

Highly Rated

Charity Name & State Overall Score Overall Rating
The San Diego Foundation (CA) 90.00 four stars
Greater Kansas City Community Foundation (MO) 93.32 four stars
Santa Barbara Foundation (CA) 89.51 three stars
Orange County Community Foundation (CA) 95.47 four stars
Greater Milwaukee Foundation (WI) 97.10 four stars

Compare These Charities (Highly Rated)

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Charity Contact Info

The San Diego Foundation
2508 Historic Decatur Road
Suite 200
San Diego, CA 92106
tel: (619) 402-1827
fax: (619) 239-1710
EIN: 95-2942582

Visit Web Site

Board Leadership

Connie Matsui
Chair

CEO

Kathlyn Mead
President, CEO

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