SO CAL CORPORATE GROWTH PARTNERS

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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

2011

Legal Domicile

Principal Officer

JOHN GUTIERREZ

Phone

9093153339

Tax Period

2023-01-01 to 2023-12-31

SO CAL CORPORATE GROWTH PARTNERS, founded in 2011, is a small nonprofit in the Community Improvement sector that reported $241K in total revenue in fiscal year 2023. Revenue fell 62% from the prior year — a significant decline worth monitoring. Expenses of $340K exceeded revenue, resulting in a 41% operating deficit.

Mission

THE MISSION OF THE ORGANIZATION IS TO SUPPORT AND STRENGTHEN THE GROWTH AND GLOBAL COMPETITIVENESS OF SMALL BUSINESSES THROUGH EDUCATION AND COUNSELING, TO ASSIST WITH ACCESS TO CAPITAL AND CONTRACTS, AND TO PROMOTE TRADE,CREATION OF BUSINESS ENTERPRISES AND RETENTION OF JOBS.

Program Service Accomplishments

Program 1

Expenses: $252,001

THE ORGANIZATION HAS A LONG HISTORY OF SUPPORTING SMALL BUSINESSES BY PROVIDING EXPANDED ACCESS TO CAPITAL, MARKETS, AND CONTRACTS OPPORTUNITIES THROUGH A RANGE OF PUBLIC AND PRIVATE SECTOR PROGRAMS, POLICIES, AND RESEARCH. WE HAVE EXTENSIVE EXPERIENCE IN SMALL BUSINESS DEVELOPMENT, PROGRAM MANAGEMENT, AND TECHNICAL ASSISTANCE. OUR TEAM MEMBERS ARE HIGHLY EXPERIENCED AND QUALIFIED TO PROVIDE TRAINING, CONSULTING, AND MENTORING SERVICES TO SMALL 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 (2023)

Revenue Breakdown

Contributions & Grants $241,473

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $241,473

Expense Breakdown

Grants Paid $0

Salaries & Benefits $181,727

Fundraising Expenses $0

Program Expenses $252,001

Other Expenses $157,842

TOTAL EXPENSES $339,569

Year-over-Year Comparison

	2023	2022	Change
Revenue	$241,473	$630,410	-0.6%
Expenses	$339,569	$596,468	-0.4%
Net Income	$-98,096	$33,942	-3.9%

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

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

$87,590

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID HONDA	CHAIRMAN	8.00	Officer Director	$0	$0	$0
KARLA GONZALEZ	VICE CHAIRMAN	8.00	Officer Director	$0	$0	$0
ALAN DARBY	BOARD TREASURER	2.00	Officer Director	$0	$0	$0
SIM TANG-PARDIS	BOARD SECRETARY	2.00	Officer Director	$0	$0	$0
MING YANG YEH	BOARD MEMBER	2.00	Director	$0	$0	$0
DR RUBEN GUERRERA PHD	BOARD MEMBER	2.00	Director	$0	$0	$0
REVEREND FRANK JACKSON JR	BOARD MEMBER	2.00	Director	$0	$0	$0
NIC BROWN	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN GUTIERREZ	EXECUTIVE DIRECTOR	40.00	Officer	$74,461	$13,129	$87,590

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	No data	No data	No data	No data
2023	$241,473	$339,569	$63,060	$-98,096
2022	$630,410	$596,468	$158,520	$33,942
2021	$698,085	$632,335	$126,029	$65,750
2020	$573,269	$583,849	$83,015	$-10,580
2019	$561,102	$493,850	$74,639	$67,252
2018	$324,475	$327,647	$33,267	$-3,172