Sourcewise (EIN 942256503) - 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

1974

Legal Domicile

Phone

4083503200

Tax Period

2024-07-01 to 2025-06-30

Sourcewise, founded in 1974, is a mid-sized nonprofit in the Human Services sector that reported $27.0M in total revenue in fiscal year 2024.

Mission

The Mission of Sourcewise is to foster a comprehensive coordinated home and community based service delivery system to meet the needs of older persons and their caregivers in Santa Clara.

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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 $26,683,253

Program Service Revenue $0

Investment Income $22,440

Other Revenue $298,241

TOTAL REVENUE $27,003,934

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,110,717

Fundraising Expenses $0

Program Expenses $25,268,737

Other Expenses $17,562,664

TOTAL EXPENSES $26,673,381

Year-over-Year Comparison

	2024	2023	Change
Revenue	$27,003,934	$25,300,648	+0.1%
Expenses	$26,673,381	$25,316,738	+0.1%
Net Income	$330,553	$-16,090	-21.5%

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

Employees

144

Volunteers

1531

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

$286,194

Total Directors

Key Employees

$475,455

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeff Tepper	President	2.00	Officer Director	$0	$0	$0
Sonya Casares	Vice President	2.00	Officer Director	$0	$0	$0
Matthew Woodruff	Treasurer	2.00	Officer Director	$0	$0	$0
Robert MacLaughlin	Board Member	2.00	Director	$0	$0	$0
Heather Severson-Tanez	Board Member	2.00	Director	$0	$0	$0
Michal Ann Mendoza	Board Member	2.00	Director	$0	$0	$0
Maureen Heath	Board Member	2.00	Director	$0	$0	$0
Aneliza Del Pinal	Chief Executive Offier	40.00	Officer Key Emp	$286,194	$0	$286,194
Dung Nguyen	VP of Finance, Risk & Compliance	40.00	Key Emp	$189,261	$0	$189,261
Edith Gong	Public Authority Director	40.00	Highest	$151,542	$0	$151,542
Teck Chen Chia	Accounting & Payroll Manager	40.00	Highest	$139,244	$0	$139,244
Rosaura Jimenez	Director of Supportive Service	40.00	Highest	$135,762	$0	$135,762

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	$27,003,934	$26,673,381	$9,569,685	$330,553
2024	$25,300,648	$25,316,738	$9,993,670	$-16,090
2023	$21,267,649	$21,292,482	$9,291,795	$-24,833
2022	$17,866,035	$18,144,770	$7,993,096	$-278,735
2021	$16,031,335	$16,638,618	$7,787,611	$-607,283
2020	$13,963,717	$14,046,833	$6,722,642	$-83,116
2019	$12,564,626	$12,883,714	$5,216,169	$-319,088
2018	$11,370,802	$11,925,073	$5,449,568	$-554,271

Sourcewise