Patterson Recognizing Individuals D (EIN 820548020) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Tax Period

2024-01-01 to 2024-12-31

Patterson Recognizing Individuals D, founded in 2002, is a small nonprofit in the Education sector that reported $213K in total revenue in fiscal year 2024. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $37K, a strong 17% operating margin.

Mission

PROVIDE SCHOLARSHIPS TO PATTERSON AND DEL PUERTO HIGH SCHOOL GRADUATES

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $39,800

Program Service Revenue $0

Investment Income $173,427

Other Revenue $0

TOTAL REVENUE $213,227

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $176,241

Other Expenses $176,241

TOTAL EXPENSES $176,241

Year-over-Year Comparison

	2024	2023	Change
Revenue	$213,227	$147,428	+0.4%
Expenses	$176,241	$178,382	0.0%
Net Income	$36,986	$-30,954	-2.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGIE BODAS	VICE PRESIDENT	1.00	Director	$0	$0	$0
LINDA DEFOREST	Secretary	2.00	Director	$0	$0	$0
FAYE HILL	Board Member	1.00	Director	$0	$0	$0
JILL THOMPSON	Board Member	2.00	Director	$0	$0	$0
CATHY MAHAFFEY	Board Member	2.00	Director	$0	$0	$0
KENDRA MORA	Board Member	2.00	Director	$0	$0	$0
KATHRYN WHITNEY	PRESIDENT	1.00	Director	$0	$0	$0
STEPHANIE PHILBIN	Treasurer	6.00		$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	$213,227	$176,241	$1,058,020	$36,986
2023	$147,428	$178,382	$1,021,034	$-30,954
2022	$101,233	$93,573	$1,049,788	$7,660
2021	$62,046	$60,594	$1,225,279	$1,452
2020	$69,524	$77,366	$1,047,141	$-7,842
2019	$264,258	$68,508	$989,820	$195,750
2018	$-9,259	$72,976	$794,070	$-82,235

Patterson Recognizing Individuals D