SAN JOAQUIN PARTNERSHIP INC (EIN 943140077) - 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

Phone

2099563380

Tax Period

2023-01-01 to 2023-12-31

SAN JOAQUIN PARTNERSHIP INC is a small nonprofit that reported $589K in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum.

Mission

THE ORGANIZATION'S PURPOSE IS TO PROMOTE SAN JOAQUIN COUNTY AND FACILITATE THE CREATION OF JOBS WITHIN THE COUNTY THROUGH ITS ACTIVITIES.

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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 $584,000

Program Service Revenue $0

Investment Income $3,752

Other Revenue $1,074

TOTAL REVENUE $588,826

Expense Breakdown

Grants Paid $0

Salaries & Benefits $360,727

Fundraising Expenses $58,638

Program Expenses $317,746

Other Expenses $285,192

TOTAL EXPENSES $645,919

Year-over-Year Comparison

	2023	2022	Change
Revenue	$588,826	$455,827	+0.3%
Expenses	$645,919	$598,075	+0.1%
Net Income	$-57,093	$-142,248	-0.6%

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

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

$102,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BOB GUTIERREZ	President & CEO	40.00	Officer	$102,000	$0	$102,000
LEWIS GALE	Chairman	1.00	Officer Director	$0	$0	$0
MARY ELIZABETH EBERHARDT	Vice Chairman	1.00	Officer Director	$0	$0	$0
BOB HARMON	Sec./Treasurer	1.00	Officer 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
2024	No data	No data	No data	No data
2023	$588,826	$645,919	$185,097	$-57,093
2022	$455,827	$598,075	$223,499	$-142,248
2021	$535,284	$540,407	$349,597	$-5,123
2020	$489,887	$576,422	$342,090	$-86,535
2019	$686,033	$769,154	$497,951	$-83,121
2018	$725,514	$785,013	$568,731	$-59,499

SAN JOAQUIN PARTNERSHIP INC