EQUALITY - PATHWAYS TO POTENTIAL (EIN 411906903) - 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

1998

Legal Domicile

Principal Officer

MONA PATTERSON

Phone

6127033337

Tax Period

2024-01-01 to 2024-12-31

EQUALITY - PATHWAYS TO POTENTIAL, founded in 1998, is a community nonprofit in the Human Services sector that reported $3.0M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $513K, a strong 17% operating margin.

Mission

PROVIDE PROGRAMMING AND SERVICES THAT HELP INDIVIDUAL PROGRAM ASSOCIATES TO BE AS INDEPENDENT AS THEIR ABILITIES ALLOW.

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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 $127,548

Program Service Revenue $2,774,357

Investment Income $146,909

Other Revenue $-11,016

TOTAL REVENUE $3,037,798

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,951,654

Fundraising Expenses $42,431

Program Expenses $2,323,202

Other Expenses $573,530

TOTAL EXPENSES $2,525,184

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,037,798	$2,702,816	+0.1%
Expenses	$2,525,184	$2,374,800	+0.1%
Net Income	$512,614	$328,016	+0.6%

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

$149,686

Total Directors

$149,686

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MONA PATTERSON	EXECUTIVE DIRECTOR	40.00	Officer Director	$144,886	$4,800	$149,686
MATT PRINDIVILLE	PRESIDENT	1.00	Officer Director	$0	$0	$0
GREG HANSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MATT WINSTON	TREASURER	1.00	Officer Director	$0	$0	$0
KAREN BRIDGES	SECRETARY	1.00	Director	$0	$0	$0
TRISHA FLEISHHACKER	BOARD MEMBER	1.00	Director	$0	$0	$0
SIMIN HICKMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
SARAH JANSSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNA LUCKOW	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLIE MONDELL	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIDGET O'BOYLE	BOARD MEMBER	1.00	Director	$0	$0	$0
DANIELLE O'BRIEN	BOARD MEMBER	1.00	Director	$0	$0	$0
CONNIE OLSON	BOARD MEMBER	1.00	Director	$0	$0	$0
MITCH RINGE	BOARD MEMBER	1.00	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	$3,037,798	$2,525,184	$6,825,139	$512,614
2023	$2,702,816	$2,374,800	$6,093,779	$328,016
2022	$3,464,032	$2,387,352	$5,503,075	$1,076,680
2021	$2,594,793	$1,833,248	$5,007,282	$761,545
2020	$1,685,666	$1,817,769	$4,303,994	$-132,103
2019	$3,060,095	$2,867,041	$3,924,897	$193,054
2018	$3,025,021	$2,883,381	$3,456,436	$141,640

EQUALITY - PATHWAYS TO POTENTIAL