NAVIGATOR SCHOOLS

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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

2010

Legal Domicile

Principal Officer

NOEL RUSSELL-UNTERBURGER

Phone

4084325750

Tax Period

2023-07-01 to 2024-06-30

NAVIGATOR SCHOOLS, founded in 2010, is a mid-sized nonprofit in the Education sector that reported $32.3M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $35.8M exceeded revenue, resulting in a 11% operating deficit.

Mission

NAVIGATOR'S MISSION IS TO EQUIP STUDENTS TO BE LEARNERS AND LEADERS IN HIGH SCHOOL, COLLEGE, AND BEYOND. WE DEVELOP TOP-TIER TEAMS OF EDUCATORS WHO CONTINUOUSLY IMPROVE AND INNOVATE SCHOOLS THAT DELIVER PHENOMENAL OUTCOMES FOR ALL STUDENTS, REGARDLESS OF THEIR CIRCUMSTANCES. NAVIGATOR'S THREE K-8 SCHOOLS ARE LOCATED IN HOLLISTER, GILROY, AND WATSONVILLE, CALIFORNIA, SERVING PRIMARILY MIGRANT, RURAL, AND SMALL-TOWN STUDENTS OF HISPANIC HERITAGE FROM LOW SOCIO-ECONOMIC STATUS FAMILIES, MOST OF WHOM ARE MULTIPLE LANGUAGE LEARNERS. OUR K-6 SCHOOL IN HAYWARD SERVES A DIVERSE URBAN POPULATION.

Program Service Accomplishments

Program 1

Expenses: $28,939,716 Revenue: $32,726

DURING 2023-24, NAVIGATOR SCHOOLS SERVED 1,740 STUDENTS. ALL SCHOOLS OUTPERFORMED THEIR LOCAL DISTRICT DISTRICT PEER SCHOOLS ON MATH AND ENGLISH LANGUAGE ARTS STANDARDIZED STATE TESTS. NAVIGATOR...

DURING 2023-24, NAVIGATOR SCHOOLS SERVED 1,740 STUDENTS. ALL SCHOOLS OUTPERFORMED THEIR LOCAL DISTRICT DISTRICT PEER SCHOOLS ON MATH AND ENGLISH LANGUAGE ARTS STANDARDIZED STATE TESTS. NAVIGATOR SCHOOLS SUCCEED DUE TO THEIR EMPHASIS ON 1) A STRONG CULTURE OF EXCELLENCE, 2) DATA-DRIVEN INSTRUCTION, 3) CONSISTENT COACHING AND FEEDBACK FOR ALL STAFF, 4) ROBUST MULTIPLE TIERS OF SUPPORT FOR ACADEMICS AND BEHAVIOR, AND 5) STATE-OF-THE-ART TECHNOLOGY TO PREPARE STUDENTS FOR THE FUTURE. NAVIGATOR GRADUATES ARE ACADEMIC SCHOLARS, CONTINUAL IMPROVERS, COURAGEOUS CHANGE-MAKERS, CREATIVE PROBLEM SOLVERS, AND COLLABORATIVE TEAMMATES.

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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 $32,239,178

Program Service Revenue $15,492

Investment Income $20,203

Other Revenue $17,284

TOTAL REVENUE $32,292,157

Expense Breakdown

Grants Paid $0

Salaries & Benefits $23,541,903

Fundraising Expenses $0

Program Expenses $28,939,716

Other Expenses $12,274,993

TOTAL EXPENSES $35,816,896

Year-over-Year Comparison

	2023	2022	Change
Revenue	$32,292,157	$27,807,402	+0.2%
Expenses	$35,816,896	$25,666,649	+0.4%
Net Income	$-3,524,739	$2,140,753	-2.6%

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

357

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

$373,792

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES DENT	CHIEF ACADEMIC OFFICER	40.00	Highest	$181,711	$53,553	$235,264
MELISSA ALATORRE	DIR OF HUMAN RESOURCES	40.00	Highest	$136,869	$49,957	$186,826
CRYSTAL O'ROURKE	DIRECTOR OF SCHOOLS	40.00	Highest	$132,147	$46,536	$178,683
KRISTEN CARR	DIRECTOR OF COM OUTREACH	40.00	Highest	$154,402	$17,282	$171,684
NEENA MAND	PROGRAM SPECIALIST	2.00	Highest	$156,838	$159	$156,997
KEVIN SVED	CEO (LEFT JULY 2023)	40.00	Officer	$120,072	$32,896	$152,968
CAPRICE YOUNG	CEO (BEGAN JULY 2023)	40.00	Officer	$122,880	$142	$123,022
NOEL RUSSEL-UNTERBERGER	CHIEF FINANCIAL OFFICER	40.00	Officer	$88,441	$9,361	$97,802
JOHN FLAHERTY	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
IAN CONNELL	SECRETARY	2.00	Officer Director	$0	$0	$0
JP ANDERSON	DIRECTOR	2.00	Director	$0	$0	$0
CHUCK DAGGS	DIRECTOR	2.00	Director	$0	$0	$0
CLAIRE GRISSOM	DIRECTOR	2.00	Director	$0	$0	$0
SHARA HEGDE	DIRECTOR	2.00	Director	$0	$0	$0
JAIME QUIROGA	DIRECTOR	2.00	Director	$0	$0	$0
ALFRED MORIKAND	DIRECTOR	2.00	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
2025	No data	No data	No data	No data
2024	$32,292,157	$35,816,896	$33,011,329	$-3,524,739
2023	$27,807,402	$25,666,649	$33,734,120	$2,140,753
2022	$19,187,311	$19,494,167	$18,579,764	$-306,856
2021	$19,544,787	$17,508,786	$17,339,388	$2,036,001
2020	$15,286,968	$14,179,296	$9,682,164	$1,107,672
2019	$11,619,334	$11,225,398	$4,594,732	$393,936
2018	$10,119,291	$9,594,946	$4,307,284	$524,345