Education San Joaquin (EIN 882648119) - 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

2022

Legal Domicile

Principal Officer

William Trezza

Phone

2094706810

Tax Period

2024-01-01 to 2024-12-31

Education San Joaquin, founded in 2022, is a small nonprofit that reported $456K in total revenue in fiscal year 2024. Revenue surged 143% from the prior year, signaling strong growth momentum. Expenses of $389K left a modest 15% surplus.

Mission

To engage in advocacy related to education policy issues in San Joaquin County. We build community awareness of educational issues provide forums in which candidates for public officials can learn about community needs and increase voter turnout.

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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 (2024)

Revenue Breakdown

Contributions & Grants $455,500

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $455,500

Expense Breakdown

Grants Paid $40,000

Salaries & Benefits $95,278

Fundraising Expenses $0

Program Expenses $360,829

Other Expenses $253,530

TOTAL EXPENSES $388,808

Year-over-Year Comparison

	2024	2023	Change
Revenue	$455,500	$187,500	+1.4%
Expenses	$388,808	$142,210	+1.7%
Net Income	$66,692	$45,290	+0.5%

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

N/A

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

Total Directors

Key Employees

$79,999

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
William Trezza	President	5.00	Officer	$0	$0	$0
Carol Ornelas	Treasurer	1.00	Officer	$0	$0	$0
Baleriano Reyes	Secretary	1.00	Officer	$0	$0	$0
Jesus Rodriguez	Manager	40.00	Key Emp	$79,999	$0	$79,999

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	$455,500	$388,808	$240,800	$66,692
2022	$300,000	$170,863	$129,137	$129,137

Education San Joaquin