WORKLIFE PARTNERSHIP (EIN 471331690) - 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

CYNTHIA WILLIAMS

Phone

3032981625

Tax Period

2024-01-01 to 2024-12-31

WORKLIFE PARTNERSHIP, founded in 2014, is a community nonprofit in the Employment sector that reported $3.1M in total revenue in fiscal year 2024. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $4.0M exceeded revenue, resulting in a 29% operating deficit.

Mission

TO BUILD PROSPERITY FOR INDIVIDUALS, BUSINESS, FAMILIES, AND COMMUNITIES BY UNLEASHING THE POTENTIAL OF FRONT LINE WORKERS THROUGH COLLABORATION WITH THEIR EMPLOYERS AND OTHER RESOURCES.

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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 $1,728,756

Program Service Revenue $1,349,205

Investment Income $48,657

Other Revenue $1,576

TOTAL REVENUE $3,128,194

Expense Breakdown

Grants Paid $319,978

Salaries & Benefits $2,718,115

Fundraising Expenses $716,815

Program Expenses $2,447,266

Other Expenses $1,010,989

TOTAL EXPENSES $4,049,082

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,128,194	$5,553,056	-0.4%
Expenses	$4,049,082	$5,468,778	-0.3%
Net Income	$-920,888	$84,278	-11.9%

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

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

$495,728

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COURTNEY HAYNES	CHAIR	1.00	Officer Director	$0	$0	$0
MARK PETERS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CRAIG METRICK	SECRETARY	1.00	Officer Director	$0	$0	$0
LAURA ROBERTS	TREASURER	1.00	Officer Director	$0	$0	$0
MARK EBB	DIRECTOR	1.00	Director	$0	$0	$0
CHARLENE BROWN	DIRECTOR	1.00	Director	$0	$0	$0
SID PAILLA	DIRECTOR	1.00	Director	$0	$0	$0
MIKE BRADY	DIRECTOR	1.00	Director	$0	$0	$0
TAYLOR MAAG	DIRECTOR	1.00	Director	$0	$0	$0
LIDDY ROMERO UNTIL 1225	CEO	40.00	Officer	$262,527	$12,499	$275,026
CHRIS YOUNG	CFO	40.00	Highest	$197,331	$16,415	$213,746
CYNTHIA WILLIAMS	COO/ED	40.00	Officer	$200,880	$19,822	$220,702
KRISTEN CULLINEY	CPO	40.00	Highest	$162,268	$5,095	$167,363

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	$3,128,194	$4,049,082	$1,397,208	$-920,888
2023	$5,553,056	$5,468,778	$3,156,339	$84,278
2022	$3,213,775	$4,217,377	$3,313,750	$-1,003,602
2021	$4,589,879	$3,200,942	$2,829,316	$1,388,937
2020	$3,635,627	$3,281,220	$2,081,676	$354,407
2019	$2,064,054	$2,461,559	$2,135,722	$-397,505
2018	$1,591,925	$2,604,246	$659,287	$-1,012,321

WORKLIFE PARTNERSHIP