ESSENTIAL PARTNERS INC (EIN 223432160) - 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

1995

Legal Domicile

Principal Officer

ROBERT O'HARA

Phone

6179231216

Tax Period

2023-09-01 to 2024-08-31

ESSENTIAL PARTNERS INC, founded in 1995, is a community nonprofit in the Human Services sector that reported $3.1M in total revenue in fiscal year 2023. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 37% operating margin.

Mission

ORGANIZATION GIVES PEOPLE THE MEANS TO STRENGTHEN RELATIONSHIPS IN THEIR COMMUNITIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,075,763

Program Service Revenue $911,547

Investment Income $88,065

Other Revenue $0

TOTAL REVENUE $3,075,375

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,474,616

Fundraising Expenses $160,720

Program Expenses $1,504,542

Other Expenses $471,173

TOTAL EXPENSES $1,945,789

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,075,375	$2,024,343	+0.5%
Expenses	$1,945,789	$1,691,687	+0.2%
Net Income	$1,129,586	$332,656	+2.4%

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

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

$322,320

Total Directors

$11,913

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN SARROUF	CO-DIRECTOR	40.00	Officer	$138,441	$58,303	$196,744
KATHRYN HYTEN DUGDALE	CO-DIRECTOR	40.00	Officer	$119,311	$6,265	$125,576
BRENDAN ABEL	CHAIR	2.00	Officer Director	$0	$0	$0
JEANNE EMANUEL	VICE CHAIR	2.00	Officer Director	$0	$0	$0
ROBERT O'HARA	TREASURER	2.00	Officer Director	$0	$0	$0
DARWENSI CLARK	SECRETARY	2.00	Officer Director	$0	$0	$0
KARA BOYLE	DIRECTOR	2.00	Director	$0	$0	$0
CAROLE KASPER	DIRECTOR	2.00	Director	$0	$0	$0
NISHA MONGIA	DIRECTOR	2.00	Director	$0	$0	$0
NICOLE MORRIS	DIRECTOR	2.00	Director	$0	$0	$0
BRANDEN POLK TILL 962023	DIRECTOR	2.00	Director	$0	$0	$0
GARY SANDHU TILL 8232024	DIRECTOR	2.00	Director	$0	$0	$0
MOLLY ZUKER	DIRECTOR	2.00	Director	$11,913	$0	$11,913

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
2024	$3,075,375	$1,945,789	$2,999,453	$1,129,586
2023	$2,024,343	$1,691,687	$2,009,250	$332,656
2022	$1,764,542	$1,574,873	$1,384,076	$189,669
2021	$1,775,982	$1,410,849	$1,094,056	$365,133
2020	$1,382,581	$1,289,803	$880,155	$92,778
2019	$1,459,933	$1,297,892	$597,717	$162,041
2018	$1,300,370	$1,355,138	$465,564	$-54,768

ESSENTIAL PARTNERS INC