Community Partnership for Families of San Joaquin (EIN 680475602) - 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

1998

Legal Domicile

Phone

2094444125

Tax Period

2023-07-01 to 2024-06-30

Community Partnership for Families of San Joaquin, founded in 1998, is a community nonprofit in the Community Improvement sector that reported $2.8M in total revenue in fiscal year 2023.

Mission

THE MISSION OF THE COMMUNITY PARTNERSHIP FOR THE FAMILIES OF SAN JOAQUIN IS TO HELP FAMILIES STRENGTHEN THEIR FINANCIAL SELF-SUFFICIENCY AND STABILIZE THEIR FAMILY. THE ORGANIZATION ASSISTS PARENTS IN BUILDING FINANCIAL FUTURES FOR THEMSELVES AND THEIR CHILDREN,REDUCING THEIR DEPENDENCE AND OVERCOME GENERATIONAL POVERTY.

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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 $2,728,833

Program Service Revenue $0

Investment Income $4,040

Other Revenue $42,600

TOTAL REVENUE $2,775,473

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,956,938

Fundraising Expenses $21,134

Program Expenses $2,365,356

Other Expenses $757,812

TOTAL EXPENSES $2,714,750

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,775,473	$2,654,919	+0.0%
Expenses	$2,714,750	$2,591,001	+0.0%
Net Income	$60,723	$63,918	0.0%

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

Total Directors

$118,496

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MEREDITH BAKER	Executive Dir.	40.00	Director	$88,974	$29,522	$118,496
PHYLLIS GRUPE	Board Member	2.00	Officer Director	$0	$0	$0
Kathy Smith	Board Chair	2.00	Director	$0	$0	$0
KEVIN ROONEY	Board Member	2.00	Director	$0	$0	$0
STEVE MOORE	Board Member	2.00	Director	$0	$0	$0
MOSES ZAPIEN	Board Member	2.00	Director	$0	$0	$0
TAMMY SHAFF	Board Member	2.00	Director	$0	$0	$0
CARL TOLIVER	Board Member	2.00	Director	$0	$0	$0
TROY BROWN	Board Member	2.00	Director	$0	$0	$0
Yan Tamimoto	Board Member	2.00	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	No data	No data	No data	No data
2024	$2,775,473	$2,714,750	$1,457,284	$60,723
2023	$2,654,919	$2,591,001	$1,477,863	$63,918
2022	$2,537,222	$2,231,492	$1,509,475	$305,730
2021	$2,648,206	$2,323,475	$1,321,965	$324,731
2020	$2,520,877	$2,322,886	$1,466,527	$197,991
2019	$2,200,223	$2,337,756	$1,056,194	$-137,533
2018	$2,634,608	$2,338,214	$1,312,314	$296,394

Community Partnership for Families of San Joaquin