REGION IX HEAD START ASSOCIATION (EIN 942821855) - 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

1977

Principal Officer

WILLIAM DONALDSON

Phone

9162590971

Tax Period

2024-07-01 to 2025-06-30

REGION IX HEAD START ASSOCIATION, founded in 1977, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $1.5M left a modest 6% surplus.

Mission

REGION 9 HEAD START ASSOCIATION IS PASSIONATE ABOUT THE POSSIBILITY OF GIVING ALL FAMILIES AND CHILDREN FROM BIRTH TO 5 AN OPPORTUNITY TO SUCCEED IN SCHOOL AND IN LIFE. THIS IS OUR PURPOSE. THE HEAD START COMMUNITY IS OUR INSPIRATION, AND WE WISH TO FOSTER INCLUSIVITY, KINDNESS, KNOWLEDGE, LEADERSHIP, COURAGE, AND INNOVATION. IT IS OUR DUTY TO ELEVATE THE HEAD START COMMUNITY BY OFFERING INSIGHTFUL, INNOVATIVE, AND PERTINENT PROGRAMS AND SERVICES VIA OUR CONFERENCES, NETWORKS, EVENTS, AND ADVOCACY.

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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 $263,665

Program Service Revenue $1,250,534

Investment Income $786

Other Revenue $70,042

TOTAL REVENUE $1,585,027

Expense Breakdown

Grants Paid $53,000

Salaries & Benefits $183,315

Fundraising Expenses $0

Program Expenses $1,195,860

Other Expenses $1,254,209

TOTAL EXPENSES $1,490,524

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,585,027	$1,714,245	-0.1%
Expenses	$1,490,524	$1,621,715	-0.1%
Net Income	$94,503	$92,530	+0.0%

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

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM DONALDSON	CHAIR	2.00	Officer Director	$0	$0	$0
WASSEY TESFA	EX-OFFICIO	2.00	Officer Director	$0	$0	$0
LARRY CAMPBELL	VICE CHAIR	2.00	Officer Director	$0	$0	$0
YOLANDA GONZALES	TRESURER	2.00	Officer Director	$0	$0	$0
NATALIE ALVAREZ	SECRETARY	2.00	Officer Director	$0	$0	$0
TIFFANY ALSTON	DIRECTOR	2.00	Director	$0	$0	$0
STACY BROWN	DIRECTOR	2.00	Director	$0	$0	$0
DENYSE CARDOZA	DIRECTOR	2.00	Director	$0	$0	$0
ALEX ELLIOT	DIRECTOR	2.00	Director	$0	$0	$0
PATRICE GARDNER	DIRECTOR	2.00	Director	$0	$0	$0
KAREN GRIFFITH	DIRECTOR	2.00	Director	$0	$0	$0
TAMEKA HENRY	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL JENKINS	DIRECTOR	2.00	Director	$0	$0	$0
PATRICIA KIRLAND	DIRECTOR	2.00	Director	$0	$0	$0
NADIA MCKERMON	DIRECTOR	2.00	Director	$0	$0	$0
CHRISLAINE MANIBUSAN	DIRECTOR	2.00	Director	$0	$0	$0
MATTIE MENDEZ	DIRECTOR	2.00	Director	$0	$0	$0
CHERI MORNING	DIRECTOR	2.00	Director	$0	$0	$0
BEN NAKI	DIRECTOR	2.00	Director	$0	$0	$0
CHARITY RUSSEL	DIRECTOR	2.00	Director	$0	$0	$0
YVETTE SANCHEZ-FUENTES	DIRECTOR	2.00	Director	$0	$0	$0
JOLENE SABLAN	DIRECTOR	2.00	Director	$0	$0	$0
DAVE SCAHILL	DIRECTOR	2.00	Director	$0	$0	$0
SILVIA SHARRAR BROWN	DIRECTOR	2.00	Director	$0	$0	$0
SUZIE UYEDA	DIRECTOR	2.00	Director	$0	$0	$0
ROSA BANUELOS	DIRECTOR	2.00	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	$1,585,027	$1,490,524	$1,024,970	$94,503
2024	$1,714,245	$1,621,715	$1,258,756	$92,530
2023	$1,423,469	$1,431,422	$974,581	$-7,953
2022	$925,145	$891,169	$855,546	$33,976
2021	$1,028,157	$680,143	$745,328	$348,014
2021	$1,022,195	$679,656	$745,328	$342,539
2020	$806,534	$745,834	$400,714	$60,700
2019	$971,835	$950,699	$289,988	$21,136

REGION IX HEAD START ASSOCIATION