Partners Foundation

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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

2020

Legal Domicile

Principal Officer

JOEL STEIKER

Phone

4842880528

Tax Period

2023-01-01 to 2023-12-31

Partners Foundation, founded in 2020, is a small nonprofit in the Diseases & Disorders sector that reported $517K in total revenue in fiscal year 2023. Expenses of $612K exceeded revenue, resulting in a 18% operating deficit.

Mission

GRANT MAKING TO NONPROFIT ORGANIZATIONS.

Program Service Accomplishments

Program 1

Expenses: $467,225

GRANTS GIVEN TO A NON-PROFIT ORGANIZATION THAT PROVIDES PROGRAMMING, VOLUNTEER EMPLOYMENT, AND COMMUNITY INCLUSION OPPORTUNITIES TO SUPPORT INDIVIDUALS WITH INTELLECTUAL DIFFERENCES, AUTISM AND...

GRANTS GIVEN TO A NON-PROFIT ORGANIZATION THAT PROVIDES PROGRAMMING, VOLUNTEER EMPLOYMENT, AND COMMUNITY INCLUSION OPPORTUNITIES TO SUPPORT INDIVIDUALS WITH INTELLECTUAL DIFFERENCES, AUTISM AND SPECIAL MENTAL HEALTH NEEDS.

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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 $516,889

Program Service Revenue $0

Investment Income $466

Other Revenue $0

TOTAL REVENUE $517,355

Expense Breakdown

Grants Paid $373,000

Salaries & Benefits $146,062

Fundraising Expenses $107,776

Program Expenses $467,225

Other Expenses $92,870

TOTAL EXPENSES $611,932

Year-over-Year Comparison

	2023	2022	Change
Revenue	$517,355	$499,615	+0.0%
Expenses	$611,932	$582,045	+0.1%
Net Income	$-94,577	$-82,430	+0.1%

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

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

$78,198

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN DODD	EXECUTIVE DIRECTOR	40.0	Officer	$78,198	$0	$78,198
JOEL STEIKER	CHAIR	2.0	Officer	$0	$0	$0
PETER DAVIS	TREASURER	2.0	Officer	$0	$0	$0
TIFFANY MEYER	SECRETARY	2.0	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	$517,355	$611,932	$261,434	$-94,577
2022	$499,615	$582,045	$359,546	$-82,430
2021	$424,523	$313,559	$462,871	$110,964
2020	$384,523	$47,171	$337,352	$337,352