CIVIC COMMUNITY PARTNERS INC

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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

2013

Legal Domicile

Principal Officer

ANDREW T PHILLIPS

Phone

6192352200

Tax Period

2024-07-01 to 2025-06-30

CIVIC COMMUNITY PARTNERS INC, founded in 2013, is a community nonprofit in the Community Improvement sector that reported $5.3M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.6M, a strong 29% operating margin.

Mission

CIVIC COMMUNITY PARTNERS WAS CREATED TO MAKE QUALIFIED LOW INCOME COMMUNITY INVESTMENTS IN THE COUNTY OF SAN DIEGO OR OTHER ACTIVITIES WHICH QUALIFY FOR NEW MARKETS TAX CREDIT (NMTC). THE CORPORATION'S PURPOSE IS ALSO TO ENGAGE IN (1) RAISING EQUITY FOR INVESTMENT BY THE CORPORATION OR ITS AFFILIATED ENTITIES; (2) FORM SUBSIDIARY LIMITED LIABILITY COMPANIES WHICH THE CORPORATION SERVES AS MANAGER OR MANAGING MEMBER, OR SUBSIDIARY LIMITED PARTNERSHIPS IN WHICH THE CORPORATION SERVES AS GENERAL PARTNER; (3) APPLY ON BEHALF OF SUBSIDIARIES FOR THEIR CERTIFICATION AS A QUALIFIED COMMUNITY DEVELOPMENT ENTITY (CDE) AS DEFINIED IN SECTION 45D OF INTERNAL REVENUE CODE; (4) TRANSFER ANY ALLOCATIONS OF NMTCS RECEIVED BY THE CORPORATION TO SUBSIDIARY CDES; (5) INVEST EXCESS NMTC REVENUES INTO CDFI PROGRAMS AND ACTIVITIES, AND (6) ENGAGE IN ANY OTHER ACTIVITIES IN FURTHERANCE OF THE PURPOSE FOR WHICH THE CORPORATION WAS FORMED.

Program Service Accomplishments

Program 1

Expenses: $3,756,554 Revenue: $2,649,147

SERVED AS MANAGING MEMBER OF SUBSIDARY CDES WHICH AUTHORIZED ALLOCATIONS OF $328,000,000 OF NEW MARKETS TAX CREDITS TO TWENTY EIGHT SUBSIDIARY CDES. THESE ALLOCATIONS ASSIST THE ORGANIZATIONS TO FUND...

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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 $2,521,077

Program Service Revenue $2,649,147

Investment Income $142,598

Other Revenue $0

TOTAL REVENUE $5,312,822

Expense Breakdown

Grants Paid $156,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,756,554

Other Expenses $3,600,554

TOTAL EXPENSES $3,756,554

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,312,822	$4,591,105	+0.2%
Expenses	$3,756,554	$2,653,448	+0.4%
Net Income	$1,556,268	$1,937,657	-0.2%

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

$1,075,084

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MADDY KILKENNY	DIRECTOR	0.50	Director	$0	$0	$0
STEPHEN RUSSELL	DIRECTOR	0.50	Director	$0	$0	$0
TINA NGO BARTEL	DIRECTOR	0.50	Director	$0	$0	$0
VICTOR AVINA	CHAIR	0.50	Director	$0	$0	$0
THEODORE SHAW	VICE CHAIR	0.50	Director	$0	$0	$0
LISA CUESTAS	DIRECTOR	0.50	Director	$0	$0	$0
ROBERT VILLARREAL	DIRECTOR	0.50	Director	$0	$0	$0
HANAA ZAHRAN	DIRECTOR	0.50	Director	$0	$0	$0
CHARLES DAVIS	DIRECTOR	0.50	Director	$0	$0	$0
ANDREW PHILLIPS	PRESIDENT & CEO	40.00	Officer	$0	$38,942	$330,139
LISA GREESON	EVP, ADMINISTRATION	40.00	Officer	$0	$45,063	$257,049
DANIEL KAY	EVP, CONSTRUCTION & ENGINEE	40.00	Officer	$0	$29,259	$248,455
THADDIUS MICHAEL LENGYEL	VP, LENDING & INVESTMENT	40.00	Officer	$0	$32,507	$239,441
GARY BOSSE	VP ENGINEERING & CONSTRUCT	40.00	Highest	$0	$48,943	$250,644

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	$5,312,822	$3,756,554	$19,193,947	$1,556,268
2024	$4,591,105	$2,653,448	$17,269,024	$1,937,657
2023	$3,768,096	$2,896,818	$12,845,414	$871,278
2022	$4,304,569	$2,507,982	$8,998,192	$1,796,587
2021	$4,125,708	$1,966,878	$6,118,997	$2,158,830
2019	$1,639,533	$1,301,642	$2,460,122	$337,891