MISSION GRADUATES (EIN 237172909) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1972

Legal Domicile

Principal Officer

EDWARD KAUFMAN

Phone

4158645205

Tax Period

2024-07-01 to 2025-06-30

MISSION GRADUATES, founded in 1972, is a mid-sized nonprofit that reported $13.0M in total revenue in fiscal year 2024.

Mission

MISSION GRADUATES (THE ORGANIZATION") IS A CALIFORNIA NONPROFIT BENEFIT ORGANIZATION THAT EMPOWERS YOUTH AND THEIR FAMILIES ON THE PATH TO HIGHER EDUCATION, EQUIPPING THEM FOR FULFILLING CAREERS THAT WILL STRENGTHEN GENERATIONS. FOUNDED IN 1972, INITIALLY CALLED ST. JOHN'S EDUCATIONAL THRESHOLD CENTER, MISSION GRADUATES WAS FOUNDED BY A ST. JOHN'S EPISCOPAL CHURCH MEMBER AS A TUTORING PROGRAM FOR NEIGHBORHOOD CHILDREN WHO EXPERIENCE AN ACADEMIC ACHIEVEMENT GAP. THREE DECADES LATER, THE ORGANIZATION CLARIFIED THEIR COMMITMENT TO GETTING MORE YOUTH INTO COLLEGE AS A MEANS TO ACHIEVE ECONOMIC EQUITY FOR PRIMARILY LATINO AND IMMIGRANT FAMILIES BUT COMMITTED TO MEETING THE NEEDS OF COMMUNITIES THAT HAVE BEEN OVERLOOKED BY THE SYSTEM, ESPECIALLY BLACK, FILIPINO, AND ARAB FAMILIES.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $11,887,470

Program Service Revenue $1,138,735

Investment Income $18,061

Other Revenue $-38,044

TOTAL REVENUE $13,006,222

Expense Breakdown

Grants Paid $385,004

Salaries & Benefits $10,208,752

Fundraising Expenses $1,078,996

Program Expenses $10,340,719

Other Expenses $2,382,396

TOTAL EXPENSES $12,976,152

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,006,222	$12,458,388	+0.0%
Expenses	$12,976,152	$12,862,652	+0.0%
Net Income	$30,070	$-404,264	-1.1%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

225

Volunteers

121

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

$432,614

Total Directors

Key Employees

$204,973

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LUIS COSTA	PRESIDENT	2.00	Officer Director	$0	$0	$0
CAROL HUNTER	TREASURER	1.00	Officer Director	$0	$0	$0
TARUN BHASIN	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
LINDSEY BLASS	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
SARAH HOOKER BENTLEY	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
INDHIRA DEMORIZI	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
BRIAN KEMP	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
NAOMI MAHONEY	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
DENNIS STRATFORD	SECRETARY	1.00	Officer Director	$0	$0	$0
REBECCA STEPHENS	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
KRISTEL MANTILLA	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
HATIM MANSORI	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
EDWARD KAUFMAN	CHIEF EXECUTIVE OFFICER	40.00	Officer	$213,254	$26,094	$239,348
ANSON LOUIE	CHIEF FINANCIAL OFFICER	40.00	Officer	$178,323	$14,943	$193,266
NATALIE GUANDIQUE	CHIEF PROGRAM OFFICER	40.00	Key Emp	$186,613	$18,360	$204,973
SUZANNE SHEEDY	CHIEF DEVELOPMENT OFFICER	40.00	Highest	$129,366	$4,488	$133,854
CATHERINE MARROQUIN	SENIOR DIRECTOR OF COLLEGE ACCESS PROGRAM	40.00	Highest	$109,576	$15,753	$125,329
ELI MORENO	SENIOR DIRECTOR OF HUMAN RESOURCES/OPERATIONS	40.00	Highest	$130,998	$14,135	$145,133

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	$13,006,222	$12,976,152	$5,060,716	$30,070
2024	$12,458,388	$12,862,652	$4,827,232	$-404,264
2023	$11,365,447	$10,805,119	$4,628,558	$560,328
2022	$11,314,485	$9,852,648	$3,883,649	$1,461,837
2021	$8,535,671	$8,206,509	$4,589,325	$329,162
2020	$6,870,708	$7,000,772	$1,803,021	$-130,064
2019	$5,438,089	$5,451,251	$1,370,394	$-13,162
2018	$3,994,766	$3,612,592	$1,231,531	$382,174

MISSION GRADUATES