Strategic Concepts In Organizing & Policy Education (EIN 954635737) - 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

1997

Legal Domicile

Principal Officer

Gloria Medina

Phone

3237897920

Tax Period

2023-01-01 to 2023-12-31

Strategic Concepts In Organizing & Policy Education, founded in 1997, is a community nonprofit in the Human Services sector that reported $1.9M in total revenue in fiscal year 2023. Revenue fell 51% from the prior year — a significant decline worth monitoring. Expenses of $2.5M exceeded revenue, resulting in a 33% operating deficit.

Mission

To Build grassroots power to eliminate structural barriers to social and economic opportunities in low-income and disenfranchised communities.

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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 $1,216,713

Program Service Revenue $618,121

Investment Income $1,808

Other Revenue $20,076

TOTAL REVENUE $1,856,718

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,717,558

Fundraising Expenses $229,436

Program Expenses $1,842,751

Other Expenses $747,195

TOTAL EXPENSES $2,464,753

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,856,718	$3,779,045	-0.5%
Expenses	$2,464,753	$1,868,183	+0.3%
Net Income	$-608,035	$1,910,862	-1.3%

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

112

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

$128,995

Total Directors

$128,995

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Gloria Medina	Executive Director	40.00	Officer Director	$128,995	$0	$128,995
Isela Gracian	Co-Chair (end Jan.)	1.00	Officer Director	$0	$0	$0
Vincent Jones	Co-Chair	1.00	Officer Director	$0	$0	$0
Estee Sepulveda	Co-Chair	1.00	Officer Director	$0	$0	$0
Konstantin A Hatcher	Treasurer	1.00	Officer Director	$0	$0	$0
Genelle Brooks-Petty	Board Member	1.00	Director	$0	$0	$0
Francisco Covarrubias	Board Member (start May)	1.00	Director	$0	$0	$0
Steve Dunwoody	Board Member (start May)	1.00	Director	$0	$0	$0
Titilola Johnson	Board Member (start May)	1.00	Director	$0	$0	$0
Shannon Lawrence	Board Member (start May)	1.00	Director	$0	$0	$0
Janae Oliver	Board Member	1.00	Director	$0	$0	$0
Benjamin Torres Jr	Board Member	1.00	Director	$0	$0	$0
Gladdys Uribe	Board Member	1.00	Director	$0	$0	$0
Manisha Vaze	Board Member (start May)	1.00	Director	$0	$0	$0
Shannon Lawrence	Special Projects	1.00	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
2024	No data	No data	No data	No data
2023	$1,856,718	$2,464,753	$8,897,069	$-608,035
2022	$3,779,045	$1,868,183	$9,467,696	$1,910,862
2021	$3,162,005	$1,696,037	$7,531,473	$1,465,968
2020	$3,414,999	$1,750,401	$5,940,624	$1,664,598
2019	$2,049,831	$1,539,965	$4,269,958	$509,866
2018	$2,442,265	$1,850,132	$3,852,278	$592,133

Strategic Concepts In Organizing & Policy Education