Chico Economic Planning Corporation (EIN 680069592) - 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

1985

Legal Domicile

Principal Officer

Steve Gonsalves

Phone

5309245100

Tax Period

2024-07-01 to 2025-06-30

Chico Economic Planning Corporation, founded in 1985, is a small nonprofit in the Community Improvement sector that reported $670K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $121K, a strong 18% operating margin.

Mission

Foster innovationbased business development Provide resources to startups such as workspace computers auxiliary services

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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 $661,660

Program Service Revenue $8,308

Investment Income $0

Other Revenue $0

TOTAL REVENUE $669,968

Expense Breakdown

Grants Paid $13,410

Salaries & Benefits $222,103

Fundraising Expenses $0

Program Expenses $549,434

Other Expenses $302,677

TOTAL EXPENSES $549,434

Year-over-Year Comparison

	2024	2023	Change
Revenue	$669,968	$530,354	+0.3%
Expenses	$549,434	$495,643	+0.1%
Net Income	$120,534	$34,711	+2.5%

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

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

$135,377

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EVA SHEPHERD	Executive Director	40.00	Director	$135,377	$0	$135,377
STEVE GONSALVES	President CEO	2.00	Officer Director	$0	$0	$0
MARK SORENSON	Director	1.00	Director	$0	$0	$0
KEVIN KINELL	Secretary	1.00	Officer Director	$0	$0	$0
WENDY PORTER	Director	1.00	Director	$0	$0	$0
DEVIN VAN HOUT	Director	1.00	Director	$0	$0	$0
BRAD LEDFORD	Director	1.00	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
2025	$669,968	$549,434	$263,246	$120,534
2024	No data	No data	No data	No data
2023	$417,941	$454,346	$108,428	$-36,405
2022	$511,785	$484,601	$145,927	$27,184
2021	$177,069	$221,515	$169,466	$-44,446

Chico Economic Planning Corporation