ISANA (EIN 201782192) - 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

2004

Legal Domicile

Principal Officer

NADIA SHAIQ

Phone

3232911211

Tax Period

2023-07-01 to 2024-06-30

ISANA, founded in 2004, is a mid-sized nonprofit in the Education sector that reported $56.7M in total revenue in fiscal year 2023. Expenses of $50.9M left a modest 10% surplus.

Mission

PROVIDE SCHOOLS WHERE AT RISK STUDENTS WILL THRIVE IN AN ATMOSPHERE OF HIGH EXPECTATIONS.

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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 $55,241,653

Program Service Revenue $0

Investment Income $1,470,131

Other Revenue $0

TOTAL REVENUE $56,711,784

Expense Breakdown

Grants Paid $0

Salaries & Benefits $31,417,802

Fundraising Expenses $0

Program Expenses $34,383,764

Other Expenses $19,527,838

TOTAL EXPENSES $50,945,640

Year-over-Year Comparison

	2023	2022	Change
Revenue	$56,711,784	$52,741,670	+0.1%
Expenses	$50,945,640	$45,580,092	+0.1%
Net Income	$5,766,144	$7,161,578	-0.2%

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

481

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

$471,846

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SVEA MORALES	MEMBER	10.00	Director	$0	$0	$0
JAE CHANG	MEMBER	10.00	Director	$0	$0	$0
MICHAEL GONZALEZ	MEMBER	10.00	Director	$0	$0	$0
VIJAY PATEL	CHAIRPERSON	10.00	Officer Director	$0	$0	$0
NADIA SHAIQ	CHIEF EXECUTIVE OFFICER	40.00	Officer	$163,790	$13,789	$177,579
JOHN VARGAS	CHIEF OPERATING OFFICER	40.00	Officer	$187,281	$22,294	$209,575
RAUL ALARCON	CAO	40.00	Officer	$68,698	$15,994	$84,692
PATRICK STICKLEY	PRINCIPAL	40.00	Highest	$146,275	$17,329	$163,604
ROBERT THRASH IV	DIRECTOR OF PUPIL SERVICES	40.00	Highest	$138,277	$6,087	$144,364
DIANA MACIAS	DIRECTOR OF SCHOOL SERVICES	40.00	Highest	$136,598	$17,055	$153,653
AUTRILLA GILLIS	DIRECTOR OF EXPANDED LEARN	40.00	Highest	$144,424	$12,332	$156,756
JOSEPH ORTIZ	DIRECTOR OF MEDIA & TECHNO	40.00	Highest	$141,048	$6,087	$147,135

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	$56,711,784	$50,945,640	$61,665,135	$5,766,144
2023	$52,741,670	$45,580,092	$56,271,429	$7,161,578
2022	$48,772,681	$43,810,078	$34,271,755	$4,962,603
2021	$48,465,580	$39,613,978	$25,748,660	$8,851,602
2020	$44,872,425	$43,242,230	$17,979,036	$1,630,195
2019	$44,140,445	$44,105,377	$13,379,378	$35,068

ISANA