Partnership for Environmental Progress (EIN 330666781) - 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

Phone

6196748222

Tax Period

2024-01-01 to 2024-12-31

Partnership for Environmental Progress, founded in 1995, is a small nonprofit in the Environment sector that reported $895K in total revenue in fiscal year 2024. Revenue surged 1581% from the prior year, signaling strong growth momentum. The organization ran a surplus of $739K, a strong 83% operating margin.

Mission

San Diego Partnership for Environmental Progress? mission is to improve the regional neighborhoods and communities by stimulating workforce development and economic stability through loans and technical assistance to local businesses.

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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 $804,000

Program Service Revenue $8,647

Investment Income $68,859

Other Revenue $13,313

TOTAL REVENUE $894,819

Expense Breakdown

Grants Paid $0

Salaries & Benefits $113,064

Fundraising Expenses $0

Program Expenses $120,633

Other Expenses $42,453

TOTAL EXPENSES $155,517

Year-over-Year Comparison

	2024	2023	Change
Revenue	$894,819	$53,220	+15.8%
Expenses	$155,517	$111,202	+0.4%
Net Income	$739,302	$-57,982	-13.8%

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

N/A

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

$66,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dawn Diskin	Executive Dir.	20.00	Officer	$66,000	$0	$66,000
William Martinez	Director	2.00	Director	$0	$0	$0
Elaine Cooluris	Secretary	2.00	Officer Director	$0	$0	$0
Gary Santillana	Director	1.00	Director	$0	$0	$0
Manuel Delgado	Director	1.00	Director	$0	$0	$0
Jacqui Clark	Chairman	1.00	Officer Director	$0	$0	$0

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	$894,819	$155,517	$2,306,286	$739,302
2023	$53,220	$111,202	$1,567,184	$-57,982
2022	$24,111	$100,796	$1,624,994	$-76,685
2021	$827,700	$140,948	$1,701,151	$686,752
2020	$9,511	$652,821	$1,019,609	$-643,310
2019	$15,714	$174,337	$1,657,404	$-158,623
2018	$782,024	$236,417	$1,816,037	$545,607

Partnership for Environmental Progress