PARTNERSHIP FOR PROGRESS

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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

JAVIER MARTINEZ

Phone

7195895161

Tax Period

2023-07-01 to 2024-06-30

Mission

To provide substance abuse counseling and treatment to individuals so they can improve their lives and enrich those around them.

Program Service Accomplishments

Program 1

Expenses: $0

DURING THE PRIOR FISCAL YEAR ENDING 6-30-2023, PARTNERSHIP FOR PROGRESS (PfP) CAME UNDER THE CONTROL OF VALLEY-WIDE HEALTH SYSTEMS, INC. AS PART OF THE MERGER OF THE "SOUTHEAST BEHAVIORAL HEALTH...

DURING THE PRIOR FISCAL YEAR ENDING 6-30-2023, PARTNERSHIP FOR PROGRESS (PfP) CAME UNDER THE CONTROL OF VALLEY-WIDE HEALTH SYSTEMS, INC. AS PART OF THE MERGER OF THE "SOUTHEAST BEHAVIORAL HEALTH GROUP' (SEBH) AND SEBH'S AFFILIATES. PfP WAS TREATED FOR FINANCIAL REPORTING PURPOSES TO HAVE DISSOLVED AND LIQUIDATED ALL ASSETS, LIABILITIES, AND OPERATING ACTIVITIES TO VALLEY-WIDE HEALTH SYSTEMS DURING THE FISCAL YEAR ENDING 6-30-2024.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	$69,645	-1.0%
Expenses	N/A	$57,060	-1.0%
Net Income	N/A	$12,585	N/A

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

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

$509,241

Total Directors

$843,907

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAVIER MARTINEZ	BOARD CHAIR	1.0	Officer Director	$0	$20,155	$183,817
LARRY HELMS	VICE CHAIR	1.0	Officer Director	$0	$24,833	$180,687
KRISTINA DANIELS	BOARD MEMBER (TO 12/2023)	1.0	Director	$0	$7,133	$172,326
REGANA DAVIS	BOARD MEMBER (TO 12/2023)	1.0	Director	$0	$18,624	$162,340
MARISA ATENCIO	SECRETARY	1.0	Officer Director	$0	$28,393	$144,737
SARAH RAMIREZ	BOARD MEMBER (FROM 1/2024)	1.0	Director	$0	$0	$0
KELLI GARCIA	BOARD MEMBER (FROM 1/2024)	1.0	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	$69,645	$57,060	$690,508	$12,585
2022	$443,012	$391,238	$722,831	$51,774
2021	$610,268	$652,293	$676,653	$-42,025
2020	$643,421	$599,415	$640,038	$44,006
2019	$540,485	$402,492	$622,717	$137,993