IEP COLLABORATIVE INC

EIN: 833448806 501(c)(3) Human Services

SAN MATEO, CA

Total Revenue
$230,285
Total Expenses
$93,658
Total Assets
$168,621
Net Assets
$167,271
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2019
Legal Domicile
CA
Principal Officer
KRISTA JOY MARTINELLI
Tax Period
2021-01-01 to 2021-12-31

IEP COLLABORATIVE INC, founded in 2019, is a small nonprofit in the Human Services sector that reported $230K in total revenue in fiscal year 2021. The organization ran a surplus of $137K, a strong 59% operating margin.

Mission

IEP Collaborative Inc. IEPC seeks the opportunity for students with disabilities to reach their full potential by securing appropriate Special Education SpEd programming-one child at a time. Our services are free and include attorney-presented SpEd rights workshops SpEd legislative advocacy and legal services including legal clinics offering advice and counsel limited scope direct representation offering appearance at SpEd meetings and extended representation in legal proceedings on behalf of children with disabilities if determined necessary. We strive to ensure that our clients have access to appropriate and inclusive educational services. Those equipped with a legally informed approach are better able to secure appropriate IEP and Section 504 services and improve long-term outcomes and quality of life while cultivating stronger and more inclusive communities.

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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 (2021)

Revenue Breakdown

Contributions & Grants $227,087
Program Service Revenue $0
Investment Income $0
Other Revenue $3,198
TOTAL REVENUE $230,285

Expense Breakdown

Grants Paid $0
Salaries & Benefits $51,446
Fundraising Expenses $2,950
Program Expenses $87,755
Other Expenses $42,212
TOTAL EXPENSES $93,658

Year-over-Year Comparison

2021 2020 Change
Revenue $230,285 N/A N/A
Expenses $93,658 N/A N/A
Net Income $136,627 $0 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

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Liquidity & Cash Position

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Governance

Voting Members
4
Independent Members
3
Employees
4
Volunteers
4

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
4
$38,713
Total Directors
4
$38,713
Key Employees
4
$47,284
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Krista J Martinelli Executive Director Managing Attorne 40.00
Officer Director Key Emp
$38,713 $0 $38,713
Anne Gyemant Paris Chairperson of the Board 1.50
Officer Director
$0 $0 $0
Marco Antonio Torres Treasurer Board member 1.50
Officer Director
$0 $0 $0
Laura Diane Croft Secretary Boardmember 0.50
Officer Director
$0 $0 $0
Jubilee Menzies Part Time Staff Attorney 10.00
Key Emp
$2,526 $0 $2,526
Karen Bettucchi Part Time Director of Ops Dev 10.00
Key Emp
$3,072 $0 $3,072
Christina Hong Chang Part Time Operations Manager 5.00
Key Emp
$2,973 $0 $2,973
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
2021 $230,285 $93,658 $168,621 $136,627
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