Working Partnerships USA (EIN 770387535) - 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

1995

Legal Domicile

Principal Officer

Maria Noel Fernandez

Phone

4088092120

Tax Period

2023-01-01 to 2023-12-31

Working Partnerships USA, founded in 1995, is a community nonprofit in the Health Care sector that reported $8.5M in total revenue in fiscal year 2023. Revenue grew 20% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.8M, a strong 21% operating margin.

Mission

To provide research, education and create programs for working people in the Silicon Valley.

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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 $7,887,842

Program Service Revenue $587,572

Investment Income $112,139

Other Revenue $-73,693

TOTAL REVENUE $8,513,860

Expense Breakdown

Grants Paid $1,157,444

Salaries & Benefits $4,632,639

Fundraising Expenses $523,904

Program Expenses $5,387,626

Other Expenses $919,015

TOTAL EXPENSES $6,757,098

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,513,860	$7,106,246	+0.2%
Expenses	$6,757,098	$6,986,567	0.0%
Net Income	$1,756,762	$119,679	+13.7%

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

$403,205

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Maria Noel Fernandez	Executive Dir.	40.00	Officer	$179,004	$61,679	$240,683
Jeffrey Buchanan	PUB POL DIR	40.00		$155,265	$43,356	$198,621
Andrea M Cousins	DEV DIR	40.00		$135,723	$34,522	$170,245
Louise Auerhahn	DIR ECON & WF POL	40.00		$125,250	$44,697	$169,947
Derecka Mehrens	STRAT. ADVISOR	40.00		$133,917	$33,440	$167,357
Mike Torres	Dir Fin & Admin	40.00	Officer	$142,600	$19,922	$162,522
Tonina Bellante	Chief of Staff	40.00		$125,169	$20,225	$145,394
Zeenab Aneez	Dir. of comm.	40.00		$122,557	$11,736	$134,293
Leslie Rodriguez	President	1.00	Officer Director	$0	$0	$0
Fred Keeley	Vice President	1.00	Officer Director	$0	$0	$0
Jean Cohen	Secretary	1.00	Officer Director	$0	$0	$0
Dorian T Warren	Member	1.00	Director	$0	$0	$0
Annette Bernhardt	Member	1.00	Director	$0	$0	$0
Anthony Thigpenn	Member	1.00	Director	$0	$0	$0
Tho Do	Member	1.00	Director	$0	$0	$0
Sam Kehinde	Member	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
2024	No data	No data	No data	No data
2023	$8,513,860	$6,757,098	$9,350,399	$1,756,762
2022	$7,106,246	$6,986,567	$7,730,192	$119,679
2021	$14,971,452	$12,750,643	$7,685,088	$2,220,809
2020	$9,373,209	$8,195,656	$5,660,863	$1,177,553
2019	$3,624,179	$3,439,703	$3,676,350	$184,476
2018	$3,064,528	$3,421,131	$3,483,835	$-356,603

Working Partnerships USA