PUC National (EIN 462487084) - 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

2013

Legal Domicile

Principal Officer

Dr Jacqueline Elliot

Phone

8184020711

Tax Period

2024-07-01 to 2025-06-30

PUC National, founded in 2013, is a community nonprofit in the Education sector that reported $8.3M in total revenue in fiscal year 2024. Expenses of $9.5M exceeded revenue, resulting in a 14% operating deficit.

Mission

PUC National was founded to promote and support Partnerships to Uplift Communities (PUC Schools) and other public charter schools and educational programs

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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 $0

Program Service Revenue $8,313,176

Investment Income $0

Other Revenue $0

TOTAL REVENUE $8,313,176

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,285,152

Fundraising Expenses $0

Program Expenses $8,337,372

Other Expenses $2,231,320

TOTAL EXPENSES $9,516,472

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,313,176	$8,572,850	0.0%
Expenses	$9,516,472	$8,688,109	+0.1%
Net Income	$-1,203,296	$-115,259	+9.4%

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

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

$512,415

Total Directors

$512,415

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr Jacqueline Elliot	President	40.00	Officer Director	$289,626	$0	$289,626
Malena Orozco-Otero	Deputy CEO	40.00		$252,419	$0	$252,419
Lisa Tovar	CFO	40.00	Officer Director	$222,789	$0	$222,789
Patricia Rios	Chief of Human Resources	40.00		$180,000	$0	$180,000
David Jackson	Chief Legal Officer	40.00		$169,999	$0	$169,999
Edgar Chavez	Director of IT	40.00		$133,673	$0	$133,673
Nicole Murphy	Director of College Counseling	40.00		$130,000	$0	$130,000
Jerman Casas	IT Manager	40.00		$105,824	$0	$105,824
Ana Perez	Secretary	0.00	Officer Director	$0	$0	$0
Brenda Buenora	Trustee	0.00	Director	$0	$0	$0
Birtha Vidrio	Trustee	0.00	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	$8,313,176	$9,516,472	$5,949,155	$-1,203,296
2024	No data	No data	No data	No data
2023	$9,782,804	$7,093,581	$6,913,290	$2,689,223
2022	$6,480,985	$6,700,101	$3,101,421	$-219,116

PUC National