THE PARTNERS PROGRAM (EIN 202973102) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

RICK HELLER

Phone

5104202359

Tax Period

2024-07-01 to 2025-06-30

THE PARTNERS PROGRAM, founded in 1986, is a small nonprofit in the Education sector that reported $540K in total revenue in fiscal year 2024. Expenses of $502K left a modest 7% surplus.

Mission

TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR UNDER-RESOURCED OAKLAND PUBLIC MIDDLE SCHOOLERS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $345,473

Program Service Revenue $0

Investment Income $194,464

Other Revenue $500

TOTAL REVENUE $540,437

Expense Breakdown

Grants Paid $0

Salaries & Benefits $378,093

Fundraising Expenses $37,402

Program Expenses $329,298

Other Expenses $123,960

TOTAL EXPENSES $502,053

Year-over-Year Comparison

	2024	2023	Change
Revenue	$540,437	$560,736	0.0%
Expenses	$502,053	$517,602	0.0%
Net Income	$38,384	$43,134	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$889,938

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MONIQUE DEVANE	HEAD OF SCHOOL	1.00	Director	$0	$352,938	$889,938
RICK HELLER	BOARD CHAIR/DIRECTOR	2.00	Officer Director	$0	$0	$0
VICKIE GILLILAND	SECRETARY/DIRECTOR	1.00	Officer Director	$0	$0	$0
MILTON LONG	TREASURER/DIRECTOR (THRU 5/14/25)	1.00	Officer Director	$0	$0	$0
BURT ALPER	DIRECTOR	1.00	Director	$0	$0	$0
JUGDEEP BAL	DIRECTOR (THRU 05/14/25)	1.00	Director	$0	$0	$0
HEATHER BEAMER	DIRECTOR	1.00	Director	$0	$0	$0
NHAT BUI	DIRECTOR (THRU 05/14/25)	1.00	Director	$0	$0	$0
SANDRA KIM	DIRECTOR	1.00	Director	$0	$0	$0
KELVIN KWONG	DIRECTOR	1.00	Director	$0	$0	$0
RAFI SYED	DIRECTOR	1.00	Director	$0	$0	$0
ERICA TRAN WANG	DIRECTOR (THRU 05/14/25)	1.00	Director	$0	$0	$0
SAMUEL BELTRAN	DIR. OF THE PARTNERS PROGRAM	40.00	Highest	$0	$40,185	$173,094

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$540,437	$502,053	$4,832,656	$38,384
2024	$560,736	$517,602	$4,502,781	$43,134
2023	$453,969	$482,765	$4,179,335	$-28,796
2022	$1,461,948	$396,592	$3,935,321	$1,065,356
2021	$1,355,273	$314,162	$3,623,727	$1,041,111
2020	$1,497,809	$331,731	$2,208,857	$1,166,078
2019	$311,002	$461,000	$1,100,576	$-149,998
2018	$320,486	$397,493	$1,140,948	$-77,007

THE PARTNERS PROGRAM