PARTNERS IN EDUCATION FOR THE SANTA FE PUBLIC SCHOOLS (EIN 850392417) - 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

1988

Legal Domicile

Principal Officer

SARAH AMADOR-GUZMAN

Phone

5054700240

Tax Period

2022-07-01 to 2023-06-30

PARTNERS IN EDUCATION FOR THE SANTA FE PUBLIC SCHOOLS, founded in 1988, is a small nonprofit in the Education sector that reported $542K in total revenue in fiscal year 2022. Revenue surged 79% from the prior year, signaling strong growth momentum. Expenses of $522K left a modest 4% surplus.

Mission

PARTNERS IN EUCATION SERVES MORE THAN 900 PUBLIC SCHOOL TEACHERS AND NEARLY 13,000 STUDENTS EACH YEAR. PARTNER'S IN EDUCATION GIVES TEACHER GRANTS FOR PROJECTS FOR WHICH THE SCHOOL DISTRICT CANNOT PAY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $322,575

Program Service Revenue $198,599

Investment Income $10,301

Other Revenue $10,990

TOTAL REVENUE $542,465

Expense Breakdown

Grants Paid $113,830

Salaries & Benefits $167,822

Fundraising Expenses $28,760

Program Expenses $408,481

Other Expenses $240,149

TOTAL EXPENSES $521,801

Year-over-Year Comparison

	2022	2021	Change
Revenue	$542,465	$303,790	+0.8%
Expenses	$521,801	$391,019	+0.3%
Net Income	$20,664	$-87,229	-1.2%

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

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

$52,956

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EMILY GARCIA	CHAIR	4.00	Officer Director	$0	$0	$0
KATHRYN LAU ODELL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MARY SCHULTZ	SECRETARY	1.00	Officer Director	$0	$0	$0
CRAIG BLESSING	TREASURER	2.00	Officer Director	$0	$0	$0
KEITH BURKS	DIRECTOR	1.00	Director	$0	$0	$0
NED JACOBS	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER LESLIE	DIRECTOR	1.00	Director	$0	$0	$0
JOHN ODELL	DIRECTOR	1.00	Director	$0	$0	$0
JOE ROSENBERG	DIRECTOR	1.00	Director	$0	$0	$0
JOAN SHANDLER	DIRECTOR	1.00	Director	$0	$0	$0
RON VANAMBERG	DIRECTOR	1.00	Director	$0	$0	$0
LARRY CHAVEZ	SUPERINTENDENT	1.00	Director	$0	$0	$0
CARMEN GONZALES	SFPS BOARD OF EDUCATION	1.00	Director	$0	$0	$0
RUTHANNE GREELEY	FORMER EXECUTIVE DIRECTOR	40.00	Officer	$52,956	$0	$52,956

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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$542,465	$521,801	$3,106,477	$20,664
2022	$303,790	$391,019	$2,116,600	$-87,229
2021	$382,622	$387,419	$1,136,884	$-4,797
2020	$319,678	$367,672	$753,432	$-47,994
2020	$414,976	$373,510	$845,116	$41,466
2019	$423,326	$415,691	$749,243	$7,635
2018	$412,950	$369,978	$903,746	$42,972

PARTNERS IN EDUCATION FOR THE SANTA FE PUBLIC SCHOOLS