THE PARTNERS PROGRAM

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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

WE PROVIDE TRANSFORMATIVE PROGRAMS THAT BOLSTER ACADEMIC ACHIEVEMENT AND IMPROVE ACCESS TO EDUCATIONAL OPPORTUNITIES AND RESOURCES FOR UNDER-RESOURCED OAKLAND PUBLIC MIDDLE SCHOOL STUDENTS. TO DO THIS, WE BRING MIDDLE SCHOOLERS TOGETHER WITH TRAINED HIGH SCHOOL AND COLLEGE MENTORS, WITH THE GOAL OF FURTHERING EDUCATIONAL EQUITY AND SUCCESS FOR ALL.

Program Service Accomplishments

Program 1

Expenses: $206,143 Revenue: $500

SUMMER ACADEMY (SA) PROGRAM: THE 40TH CONSECUTIVE PARTNERS SUMMER ACADEMY AT COLLEGE PREP RAN FROM JUNE 2 TO JULY 3, 2025. SUMMER ACADEMY 2025 FEATURED 12 TEACHERS, SIX COLLEGE INTERNS, AND 17 HIGH SCHOOL-AGE ASSISTANT TEACHERS. IN ADDITION TO RUNNING OUR STANDARD FOUR-WEEK PROGRAM FOR RISING 7TH - 9TH GRADE STUDENTS, PARTNERS LAUNCHED A ONE-WEEK PILOT PROGRAM FOR RISING 6TH GRADE STUDENTS. IN TOTAL, 86 SCHOLARS ENGAGED IN CORE COURSES IN MATH AND ENGLISH, AS WELL AS STEAM CLASSES INCLUDING DIGITAL MEDIA, ENGINEERING AND CODING, MODERN DANCE, VISUAL ARTS, AND A COURSE IN SOCIAL AND EMOTIONAL LEARNING THAT INCLUDED TOPICS SUCH AS IDENTITY, WELLNESS, FINANCIAL LITERACY AND DECISION-MAKING. CLASSES ARE ACADEMICALLY RIGOROUS AND DESIGNED TO SPARK SCHOLARS' CURIOSITY AND CULTIVATE THEIR LOVE OF LEARNING. SCHOLARS ALSO PARTICIPATED IN ELECTIVE CLUB ACTIVITIES, OUTDOOR SPORTS, AND FIELD TRIPS TO EXPLORE THE BAY AREA. SUMMER ACADEMY IS A SAFE, NURTURING ACADEMIC SPACE WHERE SCHOLARS USE THEIR UNIQUE VOICES TO TELL THEIR STORIES, BUILD UP THEIR CONFIDENCE AND FEEL EMPOWERED TO MAKE THEIR DREAMS COME TRUE.

Program 2

Expenses: $114,557 Revenue: $0

ACADEMIC YEAR MENTORING (AYM) PROGRAM: IN 2024-25, THE PARTNERS PROGRAM PARTNERED WITH 12 LOCAL MIDDLE SCHOOLS FOR ITS ACADEMIC YEAR MENTORING (AYM) AFTERSCHOOL PROGRAM. IN THE AYM PROGRAM, THE...

ACADEMIC YEAR MENTORING (AYM) PROGRAM: IN 2024-25, THE PARTNERS PROGRAM PARTNERED WITH 12 LOCAL MIDDLE SCHOOLS FOR ITS ACADEMIC YEAR MENTORING (AYM) AFTERSCHOOL PROGRAM. IN THE AYM PROGRAM, THE CONSISTENT PAIRING OF THE SAME MENTOR AND MENTEE PROVIDES A HIGH QUALITY AND INDIVIDUALIZED ACADEMIC ENRICHMENT EXPERIENCE. AYM MENTORS AND MENTEES CONTINUED TO USE RESOURCES FROM FRECKLE EDUCATION, AN ONLINE SOFTWARE PLATFORM THAT "DIFFERENTIATES INSTRUCTION ACROSS MATH, LANGUAGE ARTS, SOCIAL STUDIES, AND SCIENCE." MENTORS BUILD PROFOUND RELATIONSHIPS AND SUPPORT THEIR MENTEES WITH CUSTOMIZED LEARNING PLANS, AS WELL AS WITH THEIR POSITIVE ROLE-MODELING AND UPLIFTING SUPPORT. A MENTOR-MENTEE TUTORIAL MAY INCLUDE REVIEWING CLASS NOTES OR PAST TESTS, PREPARING FOR STANDARDIZED EXAMS, ETC. DURING THE SPRING SEMESTER, SCHOLARS ALSO ENJOYED AFTER-SCHOOL ELECTIVE WORKSHOPS.

Program 3

Expenses: $8,598 Revenue: $0

HIGH SCHOOL ADVISING (HSA) PROGRAM: IN 2024-25, THE PARTNERS PROGRAM HIGH SCHOOL ADVISING (HSA) PROGRAM SUPPORTED 25 8TH GRADE SCHOLARS WITH THE FOLLOWING: HIGH SCHOOL OPTIONS COUNSELING AND ADVISING FOR ALL OUSD TRADITIONAL COMMUNITY HIGH SCHOOLS; OUSD CHARTER HIGH SCHOOLS; INDEPENDENT, NON-RELIGION-AFFILIATED PRIVATE SCHOOLS; AND RELIGION-AFFILIATED HIGH SCHOOLS. IN ADDITION, FOR THE PRIVATE SCHOOL APPLICATION REQUIREMENTS, PARTNERS PROVIDED STUDENT SECTION AND FAMILY SECTION SUPPORT AND GUIDANCE, FINANCIAL AID FORMS WORKSHOPS, STANDARDIZED TEST PREP FOR HSPT AND INTERVIEW SIMULATIONS.

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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