OUTREACH & ESCORT INC (EIN 942598855) - 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

1979

Legal Domicile

Principal Officer

MARVIN CUSTODIO

Phone

4084362865

Tax Period

2023-07-01 to 2024-06-30

OUTREACH & ESCORT INC, founded in 1979, is a small nonprofit in the Human Services sector that reported $511K in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $454K left a modest 11% surplus.

Mission

AGENCY HAS ADMINISTERED, COORDINATED, AND PROMOTED SERVICES FOR THE AT-RISK ELDERLY AND THE YOUNGER DISABLED PERSONS OF SANTA CLARA COUNTY.

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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 $0

Program Service Revenue $484,612

Investment Income $161

Other Revenue $26,000

TOTAL REVENUE $510,773

Expense Breakdown

Grants Paid $0

Salaries & Benefits $258,952

Fundraising Expenses $0

Program Expenses $412,701

Other Expenses $195,150

TOTAL EXPENSES $454,102

Year-over-Year Comparison

	2023	2022	Change
Revenue	$510,773	$643,995	-0.2%
Expenses	$454,102	N/A	N/A
Net Income	$56,671	$643,995	-0.9%

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

$302,483

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LIEN NGUYEN	PROGRAM MANAGER	40.00	Officer	$114,363	$0	$114,363
ROBERT GRUSS	CONTROLLER	40.00	Officer	$0	$0	$0
VINODH KANCHI	MANAGER	40.00	Officer	$0	$0	$0
CUSTODIO MARVIN GLENN	CEO	1.00	Officer	$82,413	$0	$82,413
RAMIREZ JOSE DAVID	MOBILITY MANAGER	1.00	Officer	$105,707	$0	$105,707

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	$510,773	$454,102	$564,979	$56,671
2023	$643,995	$523,861	$492,321	$120,134
2021	$1,452,065	$1,482,976	$441,763	$-30,911
2020	$1,543,819	$1,992,898	$624,809	$-449,079

OUTREACH & ESCORT INC