PACIFIC HERITAGE SCHOOLS (EIN 264533648) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Principal Officer

RICHARD ECCLES

Phone

8013631892

Tax Period

2024-07-01 to 2025-06-30

PACIFIC HERITAGE SCHOOLS, founded in 2011, is a community nonprofit in the Education sector that reported $4.2M in total revenue in fiscal year 2024.

Mission

AT PACIFIC HERITAGE ACADEMY WE USE THE POWER OF EDUCATION, THE ENDURANCE OF LANGUAGE AND CULTURE, AND THE VIRTUE OF RELATIONSHIPS AND COMMUNITY TO HELP YOUNG PEOPLE ON VOYAGES OF DISCOVERY. THROUGH THOUGHTFUL INQUIRY, CHALLENGING CURRICULA, RIGOROUS REQUIREMENTS, AND COMPASSIONATE SERVICE STUDENTS LEARN WHO THEY ARE AND WHAT THEY CAN BECOME. WE CREATE LEARNING EXPERIENCES AND STUDENTS FIND THEIR ROOTS... AND THEIR WINGS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,140,404

Program Service Revenue $17,995

Investment Income $47,860

Other Revenue $2,170

TOTAL REVENUE $4,208,429

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,981,114

Fundraising Expenses $0

Program Expenses $3,838,774

Other Expenses $1,326,314

TOTAL EXPENSES $4,307,428

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,208,429	$4,041,016	+0.0%
Expenses	$4,307,428	$4,292,424	+0.0%
Net Income	$-98,999	$-251,408	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$167,874

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH ERB	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
BEN BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLOTTE TUILEVUKA	BOARD MEMBER	1.00	Director	$0	$0	$0
WAYNE CLAUSING	BOARD MEMBER	1.00	Director	$0	$0	$0
JAY FROST	BOARD MEMBER	1.00	Director	$0	$0	$0
SHEENA ALAIASA	SCHOOL DIRECTOR	40.00	Officer	$135,431	$32,443	$167,874

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	$4,208,429	$4,307,428	$7,276,335	$-98,999
2024	$4,041,016	$4,292,424	$7,632,126	$-251,408
2023	$4,093,454	$4,108,974	$7,957,918	$-15,520
2022	$4,254,906	$3,728,185	$7,994,952	$526,721
2021	$3,431,895	$3,400,715	$7,995,670	$31,180
2020	$3,644,563	$3,567,105	$7,659,188	$77,458
2019	$3,276,302	$3,390,475	$7,752,228	$-114,173
2018	$4,430,823	$3,341,901	$7,911,854	$1,088,922

PACIFIC HERITAGE SCHOOLS