PARTNERS FOR CHANGE TRI-VALLEY

EIN: 814326240 501(c)(3) Human Services

LIVERMORE, CA

Total Revenue
$226,443
Total Expenses
$207,472
Total Assets
$26,168
Net Assets
$24,264
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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
2016
Legal Domicile
CA
Tax Period
2023-01-01 to 2023-12-31

PARTNERS FOR CHANGE TRI-VALLEY, founded in 2016, is a small nonprofit in the Human Services sector that reported $226K in total revenue in fiscal year 2023. Expenses of $207K left a modest 8% surplus.

Mission

We are a community-based effort to equip and empower people to chart their course out of poverty and toward self-sufficiency through education and creating personal relationships that bridge financial class lines.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $226,443
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $226,443

Expense Breakdown

Grants Paid $4,383
Salaries & Benefits $70,270
Fundraising Expenses $14,005
Program Expenses $129,532
Other Expenses $132,819
TOTAL EXPENSES $207,472

Year-over-Year Comparison

2023 2022 Change
Revenue $226,443 N/A N/A
Expenses $207,472 N/A N/A
Net Income $18,971 N/A N/A
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

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Governance

Voting Members
5
Independent Members
N/A
Employees
4
Volunteers
22

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
5
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Susan Munkner Board Chair 10.00
Officer
$0 $0 $0
Stephanie Sanchez CFO 4.00
Officer
$0 $0 $0
Joe Clark Vice Chair 4.00
Officer
$0 $0 $0
Janae Trevillion Board Member 4.00
Officer
$0 $0 $0
Anjana Kambhampati Board Member 4.00
Officer
$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 $226,443 $207,472 $26,168 $18,971
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