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Nonprofiteer
← SAN DIEGO WOMENS FOUNDATION

Form 990 for tax year 2022

Filed by SAN DIEGO WOMENS FOUNDATION.

Totals

Total revenue
$1,026,080
Total expenses
$723,115
Contributions and grants received
$856,125
Grants paid
$290,645
Program service revenue
$0
Investment income
$162,760
Other revenue
$7,195
Total assets, end of year
$5,738,521
Total liabilities, end of year
$30,840
Net assets or fund balances, end of year
$5,707,681
Program services expenses (Part IX)
$554,166
Management and general expenses
$141,463
Fundraising expenses
$27,486
Program service expenses (Part III)
$554,166

Program services were 76.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $78,002

  • 1f · All other contributions, gifts and grants

    $778,123

  • 1g · Noncash contributions included above

    $13,720

  • 3 · Investment income

    total $69,893 · excluded $69,893

  • 7a · Gross sales of assets other than inventory

    securities $583,057

  • 7b · Less cost or other basis and sales expenses

    securities $490,190

  • 7c · Gain or loss

    securities $92,867

  • 7d · Net gain or loss

    total $92,867 · excluded $92,867

  • 11d · All other revenue

    total $7,195 · excluded $7,195

  • 11e · Other revenue, total

    $7,195

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $290,645 · program services $290,645

  • 5 · Compensation of officers, directors and key employees

    total $137,428 · program services $68,714 · management and general $41,228 · fundraising $27,486

  • 7 · Other salaries and wages

    total $171,210 · program services $169,858 · management and general $1,352

  • 11a · Fees: management

    total $46,001 · management and general $46,001

  • 11c · Fees: accounting

    total $2,913 · management and general $2,913

  • 11f · Fees: investment management

    total $28,260 · management and general $28,260

  • 11g · Fees: other

    total $24,910 · program services $24,910

  • 13 · Office expenses

    total $725 · program services $34 · management and general $691

  • 14 · Information technology

    total $1,933 · management and general $1,933

  • 17 · Travel

    total $208 · management and general $208

  • 19 · Conferences, conventions and meetings

    total $11,179 · management and general $11,179

  • 23 · Insurance

    total $126 · management and general $126

  • 24a · Other expenses: DUES/SUBSCRIPTIONS

    total $1,713 · management and general $1,713

  • 24b · Other expenses: FILING FEES

    total $100 · management and general $100

  • 24e · All other expenses

    total $5,764 · program services $5 · management and general $5,759

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $330,186 · end of year $257,557

  • 12 · Investments: other securities

    beginning of year $4,904,053 · end of year $5,480,964

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,066 · end of year $30,840

  • 27 · Net assets without donor restrictions

    beginning of year $700,120 · end of year $1,037,077

  • 28 · Net assets with donor restrictions

    beginning of year $4,518,053 · end of year $4,670,604

Mission and programs · 2022

Mission

SEE SCHEDULE O. THE SAN DIEGO WOMEN'S FOUNDATION CONNECTS, EDUCATES AND INSPIRES WOMEN TO COME TOGETHER IN COLLECTIVE PHILANTHROPY.THE SAN DIEGO WOMEN'S FOUNDATION IS A NONPROFIT PUBLIC BENEFIT CORPORATION AND IS NOT ORGANIZED FOR THE PRIVATE GAIN OF ANY PERSON. IT IS ORGANIZED FOR CHARITABLE PURPOSES. THE SPECIFIC PURPOSE OF THE ORGANIZATION IS TO SUPPORT SAN DIEGO FOUNDATION BY EDUCATING AND INSPIRING WOMEN TO ENGAGE IN SIGNIFICANT AND SUSTAINABLE PHILANTHROPY TO STRENGTHEN THE SAN DIEGO REGION. THE ORGANIZATION WILL MAKE GRANTS TO OTHER NEEDY AND/OR DESERVING IRS SECTION 501(C)(3) ORGANIZATIONS WHICH SERVE SAN DIEGO COUNTY, THUS FURTHERING THE MISSION OF SAN DIEGO FOUNDATION.

Activities or mission (Part I)

SAN DIEGO WOMEN'S FOUNDATION EDUCATES AND INSPIRES WOMEN TO ENGAGE IN COLLECTIVE PHILANTHROPY.

  • SEE SCHEDULE O. THE SAN DIEGO WOMEN'S FOUNDATION, WHILE BEING A SEPARATE 501(C)(3), HAS CHOSEN TO HAVE ITS ASSETS MANAGED BY SAN DIEGO FOUNDATION, ITS SUPPORTED ORGANIZATION. THE SAN DIEGO WOMEN'S FOUNDATION IS A MEMBERSHIP ORGANIZATION THAT IS FOCUSED ON PHILANTHROPIC EDUCATION, DEVELOPING GRANT CRITERIA, AND MONITORING THE DISBURSEMENT OF ANNUAL GRANTS OF APPROXIMATELY $250,000. THE SAN DIEGO WOMEN'S FOUNDATION HAS A STANDALONE BOARD OF DIRECTORS AND BOARD APPOINTED COMMITTEES. THERE ARE THREE STAFF MEMBERS OF SAN DIEGO FOUNDATION WHO SUPPORT THE 200 PLUS VOLUNTEERS OF THE SAN DIEGO WOMEN'S FOUNDATION.THE ORGANIZATION WILL ACCOMPLISH ITS GOALS BY BUILDING A CLASS OF MEMBERSHIP KNOWN AS "CONTRIBUTING MEMBERS". A WOMAN MAY BECOME A CONTRIBUTING MEMBER BY PLEDGING TO CONTRIBUTE EITHER $2,500 OR $1 ,250 PER YEAR TO THE ORGANIZATION. ALTHOUGH CONTRIBUTING MEMBERS WILL HAVE NO VOTING RIGHTS, THEY MAY PROVIDE INPUT TO THE BOARD OF TRUSTEES OF THE ORGANIZATION AS TO (I) AREAS OF NEED IN SAN DIEGO COUNTY AND ITS NEIGHBORING COMMUNITIES AND (II) APPROPRIATE CHARITABLE RECIPIENTS OF GRANTS AND GIFTS FROM THE ORGANIZATION. IN THIS WAY, THE ORGANIZATION WILL INTRODUCE WOMEN IN SAN DIEGO COUNTY TO PHILANTHROPY AND CULTIVATE THEIR ABILITY TO PARTICIPATE IN ALL PARTS OF THE CHARITABLE GIVING PROCESS. THE ASSETS OF THE SAN DIEGO WOMEN'S FOUNDATION ARE HELD AT SAN DIEGO FOUNDATION, THE SUPPORTED ORGANIZATION. AS OF JUNE 30, 2023, THE VALUE OF THESE ASSETS WAS $5,738,521. THE PRIMARY GRANTING PRIORITY FOR FISCAL YEAR 2023 WAS EARLY CHILDHOOD EDUCATION. A TOTAL OF $273,080 WAS GRANTED TO 7 COMMUNITY PARTNERSHIP GRANTEES (NON-PROFITS). SINCE ITS FOUNDING IN 2000, THE SAN DIEGO WOMEN'S FOUNDATION HAS GRANTED OVER $5 MILLION TO 137 COMMUNITY PARTNER PROGRAMS AND BUILT AN ENDOWMENT OF $4.6 MILLION. AT THE END OF THE FISCAL YEAR, THE SAN DIEGO WOMEN'S FOUNDATION MEMBERSHIP INCLUDED 198 WOMEN FROM ACROSS THE SAN DIEGO COUNTY.

    Expenses $554,166 · Grants $290,645

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Helena Xu

    TREASURER & CFO

    Total calculated
    $0
    Hours/week
    3
  • Hema Lall

    GOVERNANCE CHAIR

    Total calculated
    $0
    Hours/week
    3
  • Shari Miller

    PRESIDENT, GOVERNANCE VICE-CHAIR

    Total calculated
    $0
    Hours/week
    3
  • Michelle Candland

    IMMEDIATE PAST PRESIDENT (THRU 6/23)

    Total calculated
    $0
    Hours/week
    7
  • Annie Rodriguez

    DEI VICE-CHAIR

    Total calculated
    $0
    Hours/week
    3
  • Carol Tellez Thru 623

    SECRETARY, PROGRAMS CO-CHAIR

    Total calculated
    $0
    Hours/week
    3
  • Dani Zupic

    COLLABORATION VICE-CHAIR

    Total calculated
    $0
    Hours/week
    3
  • Julie McKay

    PRESIDENT-ELECT

    Total calculated
    $0
    Hours/week
    3
  • Krishna Kabra

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Thespine Kavoulakis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Leslie Klein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Rosette Garcia

    GEC VICE-CHAIR

    Total calculated
    $0
    Hours/week
    3
  • Shannon Pavell

    MEMBERSHIP VICE-CHAIR

    Total calculated
    $0
    Hours/week
    3
  • Tiffany Ayres

    MEMBERSHIP CHAIR

    Total calculated
    $0
    Hours/week
    3
  • Rocky Hershfield

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Amanda Chin

    DIRECTOR (THRU 6/23)

    Total calculated
    $0
    Hours/week
    3
  • Tonya Torosian

    GEC CHAIR

    Total calculated
    $0
    Hours/week
    3
  • Stephanie Cook

    EXECUTIVE DIRECTOR

    Total calculated
    $116,788
    From this org
    $106,732
    From related orgs
    $0
    Other
    $10,056
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
11 March 2024
IRS schema version
2022v5.0
Source object
202401209349301355

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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