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Nonprofiteer
← SAN DIEGO WOMENS FOUNDATION

Form 990 for tax year 2024

Filed by SAN DIEGO WOMENS FOUNDATION.

Totals

Total revenue
$807,744
Total expenses
$797,201
Contributions and grants received
$471,442
Grants paid
$268,000
Program service revenue
$7,260
Investment income
$329,042
Other revenue
$0
Total assets, end of year
$6,355,367
Total liabilities, end of year
$61,357
Net assets or fund balances, end of year
$6,294,010
Program services expenses (Part IX)
$551,441
Management and general expenses
$201,997
Fundraising expenses
$43,763
Program service expenses (Part III)
$551,441

Program services were 69.2% 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

    $145,621

  • 1f · All other contributions, gifts and grants

    $325,821

  • 1g · Noncash contributions included above

    $17,408

  • 2f · All other program service revenue

    total $7,260 · related or exempt $7,260

  • 3 · Investment income

    total $102,151 · excluded $102,151

  • 7a · Gross sales of assets other than inventory

    securities $871,520

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

    securities $644,629

  • 7c · Gain or loss

    securities $226,891

  • 7d · Net gain or loss

    total $226,891 · excluded $226,891

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $268,000 · program services $268,000

  • 5 · Compensation of officers, directors and key employees

    total $178,476 · program services $89,238 · management and general $53,543 · fundraising $35,695

  • 7 · Other salaries and wages

    total $124,318 · program services $111,886 · management and general $12,432

  • 9 · Other employee benefits

    total $150 · program services $135 · management and general $15

  • 10 · Payroll taxes

    total $78,558 · program services $54,566 · management and general $15,924 · fundraising $8,068

  • 11a · Fees: management

    total $49,849 · management and general $49,849

  • 11c · Fees: accounting

    total $4,410 · management and general $4,410

  • 11f · Fees: investment management

    total $37,832 · management and general $37,832

  • 11g · Fees: other

    total $27,014 · program services $27,014

  • 12 · Advertising and promotion

    total $311 · management and general $311

  • 13 · Office expenses

    total $635 · program services $184 · management and general $451

  • 14 · Information technology

    total $1,956 · management and general $1,956

  • 17 · Travel

    total $658 · management and general $658

  • 19 · Conferences, conventions and meetings

    total $16,162 · management and general $16,162

  • 23 · Insurance

    total $105 · management and general $105

  • 24a · Other expenses: DUES/SUBSCRIPTIONS

    total $1,507 · management and general $1,507

  • 24b · Other expenses: EQUIPMENT RENTAL/MAINT.

    total $418 · program services $418

  • 24c · Other expenses: DONOR RELATIONS

    total $408 · management and general $408

  • 24d · Other expenses: FILING FEES

    total $100 · management and general $100

  • 24e · All other expenses

    total $6,334 · management and general $6,334

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $542,937 · end of year $341,947

  • 12 · Investments: other securities

    beginning of year $5,506,063 · end of year $6,013,420

  • 17 · Accounts payable and accrued expenses

    beginning of year $38,258 · end of year $61,357

  • 18 · Grants payable

    beginning of year $15,000 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $1,088,721 · end of year $1,070,062

  • 28 · Net assets with donor restrictions

    beginning of year $4,907,021 · end of year $5,223,948

Mission and programs · 2024

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, 2025, THE VALUE OF THESE ASSETS WAS $6,355,000. THE PRIMARY GRANTING PRIORITY FOR FISCAL YEAR 2025 WAS SENIOR SOCIAL ISOLATION AND LONELINESS. A TOTAL OF $240,000 WAS GRANTED TO 4 COMMUNITY PARTNERSHIP GRANTEES (NON-PROFITS). SINCE ITS FOUNDING IN 2000, THE SAN DIEGO WOMEN'S FOUNDATION HAS GRANTED OVER $5.6 MILLION TO 155 COMMUNITY PARTNER PROGRAMS AND BUILT AN ENDOWMENT OF $5.2 MILLION. AT THE END OF THE FISCAL YEAR, THE SAN DIEGO WOMEN'S FOUNDATION MEMBERSHIP INCLUDED 206 WOMEN FROM ACROSS THE SAN DIEGO COUNTY.

    Expenses $551,441 · Grants $268,000 · Revenue $7,260

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Stephanie Cook

    EXECUTIVE DIRECTOR

    Total calculated
    $168,921
    From this org
    $144,904
    From related orgs
    $0
    Other
    $24,017
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $130,605
    Bonus
    $14,299
    Other
    $0
    Deferred
    $13,476
    Nontaxable benefits
    $10,541
    Filer's total
    $168,921
  • Krishna Kabra

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3
  • Rosette Garcia

    PRESIDENT-ELECT & GEC CO-CHAIR

    Total calculated
    $0
    Hours/week
    3
  • Julie McKay Immediate

    PAST PRESIDENT (THRU 6/25)

    Total calculated
    $0
    Hours/week
    3
  • Nadia Farjood

    GOVERNANCE CHAIR

    Total calculated
    $0
    Hours/week
    3
  • Rocky Hershfield

    SECRETARY & GEC CO-CHAIR

    Total calculated
    $0
    Hours/week
    3
  • Carolyn Taylor

    TREASURER & FINANCE CHAIR

    Total calculated
    $0
    Hours/week
    3
  • Sabrina Carnell-Williams

    PROGRAM VICE-CHAIR

    Total calculated
    $0
    Hours/week
    3
  • Tiffany Ayres

    MEMBERSHIP CHAIR (THRU 6/25)

    Total calculated
    $0
    Hours/week
    3
  • Kathleen Lennard

    DIG CO-CHAIR

    Total calculated
    $0
    Hours/week
    3
  • Ellie Bucklin

    DIG CO-CHAIR

    Total calculated
    $0
    Hours/week
    3
  • Td Smith

    FELLOWSHIP CHAIR

    Total calculated
    $0
    Hours/week
    3
  • Kelsey Wadman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Keshia Javis-Jones

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Amanda Lopez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Shannon Pavell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Susan Perkins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Annie Rodriguez

    DIRECTOR (THRU 6/25)

    Total calculated
    $0
    Hours/week
    3
  • Tonya Torosian

    DIRECTOR (THRU 6/25)

    Total calculated
    $0
    Hours/week
    3

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
DISCRETIONARY BONUS PAYMENTS WERE PAID BASED ON PERSONS MEETING GOALS SET BY AND APPROVED BY BOARD OF DIRECTORS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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
2024
Filed
21 April 2026
IRS schema version
2024v5.5
Source object
202601189349300340

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

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