SAN LEANDRO IMPROVEMENT ASSOCIATION (EIN 463952423) - 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

2013

Principal Officer

ANGELE SWEET

Phone

5102810703

Tax Period

2023-01-01 to 2023-12-31

SAN LEANDRO IMPROVEMENT ASSOCIATION, founded in 2013, is a small nonprofit in the Mutual Benefit sector that reported $910K in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $856K left a modest 6% surplus.

Mission

THE MISSION OF THE SAN LEANDRO IMPROVEMENT ASSOCIATION IS TO ENHANCE AND IMPROVE THE CULTURAL, EDUCATIONAL, ECONOMIC AND SOCIAL VALUES OF THE SAN LEANDRO COMMUNITY FOR THE BENEFIT OF THE GENERAL PUBLIC THEREBY REDUCING THE BURDEN OF GOVERNMENT.

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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 $569,907

Program Service Revenue $320,269

Investment Income $10,440

Other Revenue $9,309

TOTAL REVENUE $909,925

Expense Breakdown

Grants Paid $0

Salaries & Benefits $105,800

Fundraising Expenses $0

Program Expenses $779,496

Other Expenses $750,053

TOTAL EXPENSES $855,853

Year-over-Year Comparison

	2023	2022	Change
Revenue	$909,925	$707,677	+0.3%
Expenses	$855,853	$652,467	+0.3%
Net Income	$54,072	$55,210	0.0%

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

$105,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MORGAN MACK-ROSE	EXECUTIVE DI	40.00	Officer	$105,800	$0	$105,800
PETE BALLEW	BOARD MEMBER	2.00	Director	$0	$0	$0
XOUHOA BOWEN	BOARD MEMBER	2.00	Director	$0	$0	$0
KATIE BOWMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
DEBORAH COX	BOARD MEMBER	2.00	Director	$0	$0	$0
JENNIFER DELGADILLO	BOARD MEMBER	2.00	Director	$0	$0	$0
EMILY GREIGO	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
MATT HOLMES	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
ROBERT JONES	BOARD MEMBER	2.00	Director	$0	$0	$0
LONG VAN NGUYEN	TREASURER	2.00	Officer Director	$0	$0	$0
JUSTIN OSLER	BOARD MEMBER	2.00	Director	$0	$0	$0
KIMBERLY PACE	VICE PRESIDE	2.00	Director	$0	$0	$0
SUSAN POLIWKA	BOARD MEMBER	2.00	Director	$0	$0	$0
BETTY SHON	SECRETARY	2.00	Director	$0	$0	$0
ANGELE SWEET	PRESIDENT	2.00	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	No data	No data	No data	No data
2023	$909,925	$855,853	$617,308	$54,072
2022	$707,677	$652,467	$492,602	$55,210
2021	$19,118	$57,754	$439,066	$-38,636
2021	$486,686	$386,103	$572,676	$100,583
2020	$396,251	$375,949	$377,267	$20,302
2019	$484,015	$480,098	$42,978	$3,917
2018	$460,768	$454,321	$361,842	$6,447

SAN LEANDRO IMPROVEMENT ASSOCIATION