PETALUMA STAFF NURSE PARTNERSHIP (EIN 811547425) - 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

2018

Legal Domicile

Principal Officer

MANINDER KUMAR

Phone

7077664725

Tax Period

2023-01-01 to 2023-12-31

PETALUMA STAFF NURSE PARTNERSHIP, founded in 2018, is a small nonprofit in the Employment sector that reported $204K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $184K left a modest 10% surplus.

Mission

LABOR UNION REPRESENTED MEMBERS IN LABOR NEGOTIATIONS AND COLLECTIVE BARGAINING.

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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 $204,299

Investment Income $0

Other Revenue $65

TOTAL REVENUE $204,364

Expense Breakdown

Grants Paid $0

Salaries & Benefits $91,217

Fundraising Expenses $0

Other Expenses $92,391

TOTAL EXPENSES $183,608

Year-over-Year Comparison

	2023	2022	Change
Revenue	$204,364	$182,730	+0.1%
Expenses	$183,608	$186,340	0.0%
Net Income	$20,756	$-3,610	-6.7%

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

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

$68,857

Total Directors

$81,346

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES GOERLICH	PRESIDENT	12.0	Officer Director	$46,620	$0	$46,620
Jacqueline M Bedell	VICE-PRESIDENT	3.0	Officer Director	$9,916	$384	$10,300
Maninder Kumar	TREASURER	3.0	Officer Director	$8,190	$549	$8,739
Catherine A Armstrong	BOARD MEMBER	1.0	Director	$6,720	$933	$7,653
Rosalinde Wurfel	SECRETARY	3.0	Officer Director	$3,198	$0	$3,198
Debra Mercieca	BOARD MEMBER	1.0	Director	$2,100	$357	$2,457
Molly Luvender	BOARD MEMBER	1.0	Director	$2,160	$219	$2,379

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	$204,364	$183,608	$83,285	$20,756

PETALUMA STAFF NURSE PARTNERSHIP