Stanislaus Equity Partners Inc (EIN 473797356) - 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

2015

Legal Domicile

Principal Officer

President

Phone

2096205121

Tax Period

2023-01-01 to 2023-12-31

Stanislaus Equity Partners Inc, founded in 2015, is a community nonprofit in the Community Improvement sector that reported $3.5M in total revenue in fiscal year 2023. Revenue fell 34% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.5M, a strong 43% operating margin.

Mission

The Organization works to connect neighbors, resources and opportunites. As a community development corporation, STEP works to empower Stanislaus residents with access to asset building opportunities through housing, small business services and affordable lending.

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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 $2,902,386

Program Service Revenue $0

Investment Income $117,176

Other Revenue $515,745

TOTAL REVENUE $3,535,307

Expense Breakdown

Grants Paid $0

Salaries & Benefits $849,456

Fundraising Expenses $0

Program Expenses $1,436,009

Other Expenses $1,161,194

TOTAL EXPENSES $2,010,650

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,535,307	$5,324,541	-0.3%
Expenses	$2,010,650	$1,216,505	+0.7%
Net Income	$1,524,657	$4,108,036	-0.6%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Marvin Jacobo	President	Officer Director	$0	$0	$0
Jose Sabala	Vice Chair	Officer Director	$0	$0	$0
Emmanuel Escamilla	Treasurer	Officer Director	$0	$0	$0
Maria Cortez	Secretary	Officer Director	$0	$0	$0
Manuel Rivera	Director	Director	$0	$0	$0
Randy Icelow	Director	Director	$0	$0	$0
Jennifer Hidalgo	Director	Director	$0	$0	$0
Randy Clark	Director	Director	$0	$0	$0
Kathryn Davis	Director	Director	$0	$0	$0
Tomas Gomez-Arias	Director	Director	$0	$0	$0
Tina Rocha	Director	Director	$0	$0	$0
Kurtis Clark	Director	Director	$0	$0	$0
Jessica Hill	Director	Director	$0	$0	$0
Briana Gonzalez	Director	Director	$0	$0	$0
Clive Grimbleby	Director	Director	$0	$0	$0
Teresa Kinney	Director	Director	$0	$0	$0
Joe Duran	CEO	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	$3,535,307	$2,010,650	$8,791,608	$1,524,657
2022	$5,324,541	$1,216,505	$5,523,385	$4,108,036

Stanislaus Equity Partners Inc