THE HIGH DESERT PARTNERSHIP IN ACADEMIC EXCELLENCE FOUNDATION INC (EIN 330542733) - 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

1992

Legal Domicile

Principal Officer

LISA LAMB

Phone

7609465414

Tax Period

2024-07-01 to 2025-06-30

THE HIGH DESERT PARTNERSHIP IN ACADEMIC EXCELLENCE FOUNDATION INC, founded in 1992, is a mid-sized nonprofit in the Education sector that reported $45.3M in total revenue in fiscal year 2024.

Mission

THE HIGH DESERT PARTNERSHIP IN ACADEMIC EXCELLENCE FOUNDATION, INC., IN PARTNERSHIP WITH BUSINESSES, FOUNDATIONS, EDUCATORS, PARENTS, STUDENTS, AND OTHERS, PROMOTES AND SUPPORTS THE EDUCATIONAL NEEDS OF THE STUDENTS, TEACHERS AND COMMUNITY MEMBERS. THE VOLUNTEER BOARD OF DIRECTORS OVERSEES THE ACTIVITIES OF THE FOUNDATION AND RECEIVES AND UTILIZES FUNDS ACQUIRED THROUGH SOLICITATION FOR THE PURPOSES FOR WHICH THE CORPORATION WAS FORMED. THE MISSION OF THE LEWIS CENTER FOR EDUCATIONAL RESEARCH IS TO ENSURE THAT THE SCHOOLS AND PROGRAMS OPERATED BY THE CORPORATION PREPARE STUDENTS FOR SUCCESS IN A GLOBAL SOCIETY THROUGH DATA-DRIVEN INNOVATIVE AND RESEARCH-PROVEN PRACTICES. ACADEMY FOR ACADEMIC EXCELLENCE EXISTS TO PREPARE STUDENTS FOR POST-SECONDARY SUCCESS THROUGH A RELEVANT, RIGOROUS COLLEGE PREPARATORY EDUCATION. NORTON SCIENCE AND LANGUAGE ACADEMY EXISTS TO ENSURE LEARNING FOR A DIVERSE POPULATION OF STUDENTS WITHIN A SAFE AND RIGOROUS BILINGUAL EDUCATION ENVIRONMENT.

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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 $44,443,417

Program Service Revenue $477,882

Investment Income $400,419

Other Revenue $20,976

TOTAL REVENUE $45,342,694

Expense Breakdown

Grants Paid $0

Salaries & Benefits $30,722,057

Fundraising Expenses $271

Program Expenses $28,120,968

Other Expenses $17,117,531

TOTAL EXPENSES $47,839,588

Year-over-Year Comparison

	2024	2023	Change
Revenue	$45,342,694	$45,582,123	0.0%
Expenses	$47,839,588	$44,599,835	+0.1%
Net Income	$-2,496,894	$982,288	-3.5%

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

495

Volunteers

330

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

$536,334

Total Directors

$536,334

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA LAMB	President & CEO	40.00	Officer Director	$234,413	$66,620	$301,033
DAVID GRUBER	CBO	40.00	Officer Director	$168,294	$67,007	$235,301
STACY NEWMAN	DIRECTOR OF HUMAN RESOURCES	40.00		$167,246	$66,726	$233,972
RYAN DORCEY	DIRECTOR OF IT & GLOBAL PROGRAMS	40.00		$167,246	$66,726	$233,972
CHET RICHARDS	PRINCIPAL - AAE	40.00		$168,294	$47,484	$215,778
GUSTAVO CONGO	DIRECTOR, SPECIAL EDUCATION	40.00		$163,049	$52,033	$215,082
MYRNA FOSTER	ELEMENTARY VP	40.00		$147,378	$49,995	$197,373
ERIKA AGOSTO	K-12 PRINCIPAL- NSLA	40.00		$154,600	$36,651	$191,251
TONI PRECIADO	COORDINATOR	40.00		$141,448	$48,660	$190,108
CHARLOTTE WILMETH-STREET	TEACHER	40.00		$153,165	$36,894	$190,059
HEATHER MUIR	PROGRAM COORDINATO	40.00		$151,792	$37,208	$189,000
ANITA GESSON	TEACHER	40.00		$134,125	$46,026	$180,151
VICTOR URIBE	PRINICPAL- NSLA	40.00		$84,147	$23,817	$107,964
JESSICA RODRIGUEZ	Treasurer	1.00	Officer Director	$0	$0	$0
PATRICK SCHLOSSER	APPOINTEE	1.00	Director	$0	$0	$0
YOLANDA CARLOS	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
MARISOL SANCHEZ	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DR STEVEN LEVIN	Secretary	1.00	Officer Director	$0	$0	$0
LUCY TELLO	Director	1.00	Director	$0	$0	$0
MICHAEL RAZO	Director	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
2025	$45,342,694	$47,839,588	$141,406,223	$-2,496,894
2024	$45,582,123	$44,599,835	$142,517,044	$982,288
2023	$45,003,001	$38,796,925	$142,651,522	$6,206,076
2022	$41,620,811	$32,024,885	$138,617,610	$9,595,926
2021	$39,911,807	$34,175,130	$122,407,472	$5,736,677
2020	$31,240,490	$27,154,880	$28,124,114	$4,085,610
2019	$25,539,324	$22,793,372	$26,940,300	$2,745,952
2018	$23,199,178	$22,078,884	$25,282,733	$1,120,294

THE HIGH DESERT PARTNERSHIP IN ACADEMIC EXCELLENCE FOUNDATION INC