PATHFINDER CHARTER SCHOOL FOUNDATION (EIN 331034701) - 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

1998

Legal Domicile

Principal Officer

BRANDON DAHL

Phone

6025899840

Tax Period

2024-07-01 to 2025-06-30

PATHFINDER CHARTER SCHOOL FOUNDATION, founded in 1998, is a community nonprofit in the Education sector that reported $5.8M in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year.

Mission

TO OPERATE A NOT FOR PROFIT CHARTER SCHOOL AND CONDUCT EDUCATIONAL RESEARCH, EVALUATION, AND DEVELOPMENT ACTIVITIES.

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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 $1,561,556

Program Service Revenue $4,002,854

Investment Income $0

Other Revenue $274,660

TOTAL REVENUE $5,839,070

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,770,744

Fundraising Expenses $0

Program Expenses $4,837,259

Other Expenses $3,130,066

TOTAL EXPENSES $5,900,810

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,839,070	$6,775,719	-0.1%
Expenses	$5,900,810	$6,349,804	-0.1%
Net Income	$-61,740	$425,915	-1.1%

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

103

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

$137,413

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN GRAVES	PRINCIPAL	26.00	Officer	$43,033	$7,383	$72,604
JOSELUIS LOZANO	PRINCIPAL	26.00	Officer	$33,214	$14,470	$64,809
KIMBERLY KALEC	DIRECTOR	2.00	Director	$0	$0	$0
HERMAN ORCUTT	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
MIGUEL RAMIREZ	PRESIDENT	2.00	Officer Director	$0	$0	$0
ANNETTE SELLERS	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	$5,839,070	$5,900,810	$6,965,167	$-61,740
2024	$6,775,719	$6,349,804	$7,475,477	$425,915
2023	$6,077,965	$5,756,902	$7,800,510	$321,063
2022	$6,229,303	$5,722,497	$3,311,119	$506,806
2021	$6,001,709	$5,418,927	$2,748,895	$582,782
2020	$5,266,019	$5,107,473	$2,245,701	$158,546
2019	$5,235,924	$5,337,995	$1,801,140	$-102,071
2018	$5,215,296	$5,199,526	$1,947,289	$15,770

PATHFINDER CHARTER SCHOOL FOUNDATION