PARTNERSHIP FOR RESEARCH AND EDUCATION (EIN 823753009) - 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

2021

Principal Officer

ELI II YONG LEE

Phone

5054401996

Tax Period

2023-01-01 to 2023-12-31

PARTNERSHIP FOR RESEARCH AND EDUCATION, founded in 2021, is a small nonprofit in the Community Improvement sector that reported $238K in total revenue in fiscal year 2023. Expenses of $224K left a modest 6% surplus.

Mission

TO EDUCATE THE PUBLIC ABOUT IMPORTANT ISSUES SUCH AS EARLY CHILDHOOD EDUCATION, TAXATION, AND LEGISLATIVE SALARIES; TO PROVIDE STRATEGIC CONSULTING TO ORGANIZATIONS ACROSS THE COUNTRY ON POLICY AND PUBLIC EDUCATION EFFORTS; TO PROVIDE FISCAL SPONSORSHIP FOR NEW NON-PARTISAN PUBLIC CHARITY START-UP PROJECTS ACROSS THE COUNTRY

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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 $217,294

Program Service Revenue $20,493

Investment Income $0

Other Revenue $0

TOTAL REVENUE $237,787

Expense Breakdown

Grants Paid $80,584

Salaries & Benefits $78,786

Fundraising Expenses $4,760

Program Expenses $186,417

Other Expenses $64,198

TOTAL EXPENSES $223,568

Year-over-Year Comparison

	2023	2022	Change
Revenue	$237,787	N/A	N/A
Expenses	$223,568	N/A	N/A
Net Income	$14,219	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

Governance

Voting Members

Independent Members

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NERI HOLGUIN	PRESIDENT	0.50	Officer Director	$0	$0	$0
FELICIA POHL	TREASURER	0.50	Officer Director	$0	$0	$0
SHELBY WEISBURG	SECRETARY	0.50	Officer Director	$0	$0	$0
ELI II YONG LEE	DIRECTOR	0.50	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
2023	$237,787	$223,568	$173,608	$14,219
2021	$757,000	$633,954	$359,211	$123,046
2020	$583,694	$396,753	$242,868	$186,941
2020	$683,800	$484,737	$245,564	$199,063
2019	$569,489	$526,745	$46,417	$42,744

PARTNERSHIP FOR RESEARCH AND EDUCATION