BANCHERO DISABILITY PARTNERS

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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

1971

Legal Domicile

Principal Officer

PEREGRIN SORTER

Phone

2063677795

Tax Period

2023-01-01 to 2023-12-31

BANCHERO DISABILITY PARTNERS, founded in 1971, is a community nonprofit that reported $9.1M in total revenue in fiscal year 2023. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.9M, a strong 21% operating margin.

Mission

TO PROVIDE 24 HR. SERVICES TO ADULTS WITH DEVELOPMENTAL DISABILITIES. PROVIDE EDUCATION AND CASE MANAGEMENT IN ORDER TO ASSIST ITS CLIENTS IN ACHIEVING THEIR GOALS AND IMPROVING THEIR QUALITY OF LIFE.

Program Service Accomplishments

Program 1

Expenses: $6,253,301

BANCHERO DISABILITY PARTNERS PROVIDES OVER 120,000 ANNUAL HOURS OF SERVICE WHICH INCLUDES CASE MANAGEMENT AND SUPPORT SERVICES FOR 35 ADULTS WITH DEVELOPMENTAL DISABILITIES. WE HELP PEOPLE LIVE...

BANCHERO DISABILITY PARTNERS PROVIDES OVER 120,000 ANNUAL HOURS OF SERVICE WHICH INCLUDES CASE MANAGEMENT AND SUPPORT SERVICES FOR 35 ADULTS WITH DEVELOPMENTAL DISABILITIES. WE HELP PEOPLE LIVE FULFILLED AND SUCCESSFUL LIVES IN THE COMMUNITY. WE ASSIST PEOPLE TO OBTAIN MEDICAL AND DENTAL CARE, FIND WORK, HEALTHY MEAL PLANNING AND PREPARATION, FINANCIAL MANAGEMENT, RELATIONSHIP BUILDING, AND MUCH MORE.

Program 2

Expenses: $220,340

RENTAL INCOME IS RECEIVED FROM THE RAMSEY APARTMENTS WHERE WE SUPPORT SOME OF OUR CLIENTS WHO ARE ADULTS WITH DEVELOPMENTAL DISABILITIES.

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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 $9,201,883

Program Service Revenue $0

Investment Income $14,636

Other Revenue $-135,126

TOTAL REVENUE $9,081,393

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,775,733

Fundraising Expenses $60,553

Program Expenses $6,473,641

Other Expenses $393,897

TOTAL EXPENSES $7,169,630

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,081,393	$6,462,311	+0.4%
Expenses	$7,169,630	$5,660,089	+0.3%
Net Income	$1,911,763	$802,222	+1.4%

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

136

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

$311,432

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PEREGRIN SORTER	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN SCHACK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DONALD BELL	TREASURER	1.00	Officer Director	$0	$0	$0
JENNIFER FONTAINE	SECRETARY	1.00	Officer Director	$0	$0	$0
TODD KELLY	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN HASTINGS	DIRECTOR	1.00	Director	$0	$0	$0
CHAD MCBRIDE	DIRECTOR	1.00	Director	$0	$0	$0
SARAH KORBONITS	DIRECTOR	1.00	Director	$0	$0	$0
ERIC OQUIST	DIRECTOR	1.00	Director	$0	$0	$0
HAILEY ETNIER	DIRECTOR	1.00	Director	$0	$0	$0
CAROL GOTHENQUIST	DIRECTOR	1.00	Director	$0	$0	$0
GUY HOLLIDAY	DIRECTOR	1.00	Director	$0	$0	$0
LAMIN SAMTEH	DIRECTOR	1.00	Director	$0	$0	$0
CAROL SALTER	EXECUTIVE DIRECTOR	40.00	Officer	$211,936	$46,996	$258,932
CARALEE COOK 1123 - 31623	EXECUTIVE DIRECTOR	40.00	Officer	$52,500	$0	$52,500

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	$9,081,393	$7,169,630	$13,367,646	$1,911,763
2022	$6,462,311	$5,660,089	$11,409,973	$802,222
2021	$6,276,928	$4,665,284	$6,256,546	$1,611,644
2020	$5,389,178	$4,869,456	$4,891,064	$519,722