PACIFIC CHARTER INSTITUTE INC

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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

2005

Legal Domicile

Principal Officer

PAUL KEEFER

Phone

8669929033

Tax Period

2024-07-01 to 2025-06-30

PACIFIC CHARTER INSTITUTE INC, founded in 2005, is a mid-sized nonprofit in the Education sector that reported $53.7M in total revenue in fiscal year 2024.

Mission

The mission of PCI is to provide students an individualized educational program based on the academic triad. The teacher parent and student work together to develop a unique program specific to the students needs. Our goal is to equip each student with skills knowledge and values to participate meaningfully in a pluralistic world.

Program Service Accomplishments

Program 1

Expenses: $52,101,982 Revenue: $0

PCI provided over 3,300 students with a quality individualized educational program.

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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 $0

Program Service Revenue $53,661,041

Investment Income $0

Other Revenue $0

TOTAL REVENUE $53,661,041

Expense Breakdown

Grants Paid $0

Salaries & Benefits $33,527,017

Fundraising Expenses $0

Program Expenses $52,101,982

Other Expenses $18,574,965

TOTAL EXPENSES $52,101,982

Year-over-Year Comparison

	2024	2023	Change
Revenue	$53,661,041	$50,883,818	+0.1%
Expenses	$52,101,982	$46,964,473	+0.1%
Net Income	$1,559,059	$3,919,345	-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

378

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

$267,739

Total Directors

Key Employees

$1,945,160

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Judy Miller	Board Chairman	0.00	Director	$0	$0	$0
John Brennan	Board Vice Chairman	0.00	Director	$0	$0	$0
Jean-Paul Prentice PhD	Board Member	0.00	Director	$0	$0	$0
Joshua Modlin	Board Member	0.00	Director	$0	$0	$0
Candine Lamarche	Board Member	0.00	Director	$0	$0	$0
Alpana Carey	Board Member	0.00	Director	$0	$0	$0
Jarrett Osborne-Revis	Board Member	0.00	Director	$0	$0	$0
Paul Keefer	Executive Director	40.00	Officer Key Emp Highest	$267,739	$0	$267,739
Heather Mariano	Executive Director	40.00	Key Emp Highest	$214,105	$0	$214,105
Catherine Ward-Mikes	Director	40.00	Key Emp Highest	$199,913	$0	$199,913
Timothy Ribota	Director of Education Services	40.00	Key Emp Highest	$187,372	$0	$187,372
Danielle Franco-Matteoli	Director of Operations	40.00	Key Emp Highest	$185,450	$0	$185,450
Yolanda Villegas	Director	40.00	Key Emp Highest	$168,172	$0	$168,172
Catherine Fiddy	Director of Human Resources	40.00	Key Emp Highest	$163,074	$0	$163,074
Suzanne Marczak	Director	40.00	Key Emp Highest	$151,255	$0	$151,255
Jonathan Chao	Business Accounting Manager	40.00	Key Emp Highest	$150,049	$0	$150,049
Eric Garber	Principal	40.00	Key Emp Highest	$137,510	$0	$137,510
Nancy Bean	Principal	40.00	Key Emp Highest	$120,521	$0	$120,521
Leslie Leedy	Assistant Director	40.00	Highest	$157,519	$0	$157,519
Daniel McLaughlin	Assistant Director	40.00	Highest	$149,207	$0	$149,207
Kenneth Pierce	Information Technology Manager	40.00	Highest	$141,318	$0	$141,318
Sylvia Enriquez	Assistant Director	40.00	Highest	$137,559	$0	$137,559
Stacie Jones	Assistant Director	40.00	Highest	$134,602	$0	$134,602

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	$53,661,041	$52,101,982	$27,396,996	$1,559,059
2024	$50,883,818	$46,964,473	$23,827,079	$3,919,345
2024	$50,883,818	$46,964,473	$23,827,079	$3,919,345
2023	$46,734,825	$40,708,602	$22,605,974	$6,026,223
2023	$46,734,825	$9,740,042	$22,605,974	$36,994,783
2022	$36,899,154	$36,168,551	$15,975,282	$730,603
2021	$35,211,429	$32,387,716	$14,630,722	$2,823,713