The Partnership Foundation (EIN 862976688) - 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

Legal Domicile

Principal Officer

Clinton Smith

Phone

9107583970

Tax Period

2025-01-01 to 2025-12-31

The Partnership Foundation, founded in 2021, is a small nonprofit in the Human Services sector that reported $330K in total revenue in fiscal year 2025. Revenue fell 23% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $66K, a strong 20% operating margin.

Mission

Distribution of funds to charity organizations to meet the financial needs of the marginalized.

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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 (2025)

Revenue Breakdown

Contributions & Grants $330,080

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $330,080

Expense Breakdown

Grants Paid $246,534

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $262,624

Other Expenses $17,279

TOTAL EXPENSES $263,813

Year-over-Year Comparison

	2025	2024	Change
Revenue	$330,080	$426,732	-0.2%
Expenses	$263,813	$422,027	-0.4%
Net Income	$66,267	$4,705	+13.1%

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

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
Bruce Sider	Board Member	1.00	Director	$0	$0	$0
Pam Wilson	Board Member	1.00	Director	$0	$0	$0
Matthias Boss	Board Member	1.00	Director	$0	$0	$0
David Reynolds	Board Member	1.00	Director	$0	$0	$0
Clinton Smith	President	20.00	Officer Director	$0	$0	$0
Jesper Bramming	Treasurer	1.00	Officer Director	$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
2025	$330,080	$263,813	$167,903	$66,267
2024	$426,732	$422,027	$101,636	$4,705
2023	$332,210	$361,796	$96,931	$-29,586
2022	$498,733	$414,587	$84,146	$84,146

The Partnership Foundation