SANTA BARBARA PARTNERS IN EDUCATION (EIN 770549803) - 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

2000

Legal Domicile

Principal Officer

CHELSEA PACINO DUFFY

Phone

8059644711

Tax Period

2024-07-01 to 2025-06-30

SANTA BARBARA PARTNERS IN EDUCATION, founded in 2000, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. Net assets of $4.9M represent 50 months of operating reserves.

Mission

TO CONNECT BUSINESSES AND INDIVIDUALS WITH SCHOOLS TO IMPROVE PUBLIC EDUCATION

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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 $982,530

Program Service Revenue $31,407

Investment Income $180,434

Other Revenue $0

TOTAL REVENUE $1,194,371

Expense Breakdown

Grants Paid $0

Salaries & Benefits $928,852

Fundraising Expenses $37,389

Program Expenses $680,829

Other Expenses $258,158

TOTAL EXPENSES $1,187,010

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,194,371	$919,651	+0.3%
Expenses	$1,187,010	$1,052,909	+0.1%
Net Income	$7,361	$-133,258	-1.1%

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

118

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

$248,220

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR GAYLE BEEBE	BOARD MEMBER	1.00	Director	$0	$0	$0
JOE HOWELL	BOARD MEMBER	1.00	Director	$0	$0	$0
RON WERFT	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM MACFADYEN	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVE ODELL	BOARD MEMBER	1.00	Director	$0	$0	$0
DR HENRY YANG	BOARD MEMBER	1.00	Director	$0	$0	$0
MARYBETH CARTY	BOARD MEMBER	1.00	Director	$0	$0	$0
DOUG FORD	SECRETARY	1.00	Officer Director	$0	$0	$0
BRIAN ROBINSON	BOARD MEMBER	1.00	Director	$0	$0	$0
KIRSTEN MCLAUGHLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
DR ANNE HUBBARD	BOARD MEMBER	1.00	Director	$0	$0	$0
DR SUSAN SALCIDO	BOARD MEMBER	1.00	Director	$0	$0	$0
DIANA RIGBY	BOARD MEMBER	1.00	Director	$0	$0	$0
NEIL DAYAL	BOARD MEMBER	1.00	Director	$0	$0	$0
YUSUF BALOGUN	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFFREY MILEM	BOARD MEMBER	1.00	Director	$0	$0	$0
JESUS TERRAZAS	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIANA RAMIREZ	TREASURER	1.00	Officer Director	$0	$0	$0
CARA WILLIAMS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ELIZABETH CHOLAWSKY	BOARD MEMBER	1.00	Director	$0	$0	$0
HILDA MALDONADO	PRESIDENT	1.00	Officer Director	$0	$0	$0
ALICE PATINO	BOARD MEMBER	1.00	Director	$0	$0	$0
RANDY ROWSE	BOARD MEMBER	1.00	Director	$0	$0	$0
MOLLY ALVES	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIKA ENDRIJONAS	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROLYN MITTEN	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY BRUNNER	BOARD MEMBER	1.00	Director	$0	$0	$0
GRAHAM LYONS	BOARD MEMBER	1.00	Director	$0	$0	$0
CHELSEA PACINO DUFFY	EXECUTIVE DIRECTOR	40.00	Officer	$0	$75,107	$248,220
WALTER H LA RIBA	IT SUPPORT SPECIALIST	40.00	Highest	$0	$60,891	$167,869

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	$1,194,371	$1,187,010	$4,928,952	$7,361
2024	$919,651	$1,052,909	$4,628,195	$-133,258
2023	$1,107,559	$962,270	$4,509,649	$145,289
2022	$1,043,790	$876,985	$4,331,240	$166,805
2021	$825,874	$767,736	$4,654,976	$58,138
2020	$659,080	$779,298	$4,003,048	$-120,218
2019	$664,087	$808,386	$4,081,506	$-144,299
2018	$1,142,737	$768,640	$4,034,650	$374,097

SANTA BARBARA PARTNERS IN EDUCATION