THE SAN MARCOS PROMISE (EIN 465460510) - 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

2014

Legal Domicile

Principal Officer

RANDY WALTON

Phone

7604029090

Tax Period

2024-07-01 to 2025-06-30

THE SAN MARCOS PROMISE, founded in 2014, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $1.4M exceeded revenue, resulting in a 16% operating deficit.

Mission

HELP HIGH SCHOOL STUDENTS PLAN AND PREPARE FOR FOR THEIR NEXT STEP.

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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 $1,188,625

Program Service Revenue $0

Investment Income $3,687

Other Revenue $0

TOTAL REVENUE $1,192,312

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,077,120

Fundraising Expenses $244,043

Program Expenses $742,277

Other Expenses $308,735

TOTAL EXPENSES $1,385,855

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,192,312	$1,012,879	+0.2%
Expenses	$1,385,855	$989,326	+0.4%
Net Income	$-193,543	$23,553	-9.2%

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

Volunteers

350

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

$216,941

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RANDY WALTON	CHAIR	1.00	Officer Director	$0	$0	$0
SHARON JENKINS	SECRETARY	1.00	Officer Director	$0	$0	$0
KARI PELTERS	TREASURER	1.00	Officer Director	$0	$0	$0
MIKE MCDONALD	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN AHN	DIRECTOR	1.00	Director	$0	$0	$0
MARK RODRIGUEZ	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS SUMMERS	DIRECTOR	1.00	Director	$0	$0	$0
MOROD SHAH	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA GARCIA	DIRECTOR	1.00	Director	$0	$0	$0
ZACK NELSON	DIRECTOR	1.00	Director	$0	$0	$0
FRED FREEDMAN	DIRECTOR	1.00	Director	$0	$0	$0
AMY BROWN	DIRECTOR	1.00	Director	$0	$0	$0
DR ANDY JOHNSEN	DIRECTOR	1.00	Director	$0	$0	$0
KATIE YEE	DIRECTOR	1.00	Director	$0	$0	$0
KAMRON PALIZBAN	DIRECTOR	1.00	Director	$0	$0	$0
LISA STOUT	EXECUTIVE DIRECTOR	40.00	Officer	$184,005	$32,936	$216,941
SARA MONTOOTH	PROGRAMS COORDINATOR	40.00	Highest	$135,442	$28,660	$164,102

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	$1,192,312	$1,385,855	$587,069	$-193,543
2024	$1,012,879	$989,326	$770,302	$23,553
2023	$874,780	$975,963	$750,623	$-101,183
2022	$1,214,325	$991,431	$846,568	$222,894
2021	$841,066	$574,446	$694,752	$266,620
2020	$702,375	$749,556	$368,412	$-47,181
2019	$769,202	$581,223	$408,839	$187,979

THE SAN MARCOS PROMISE