MANZANITA SCHOOL AND INSTITUTE (EIN 463781209) - 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

PAUL ASTIN

Phone

3104559700

Tax Period

2024-07-01 to 2025-06-30

MANZANITA SCHOOL AND INSTITUTE, founded in 2013, is a community nonprofit in the Education sector that reported $5.6M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $5.4M left a modest 4% surplus.

Mission

AS A PRIVATE EDUCATIONAL INSTITUTION FOR KINDERGARTEN THROUGH 12, THE ORGANIZATION IS COMMITTED TO THE IMPLEMENTATION OF NEW MODELS AND PARADIGMS DESIGNED TO INSPIRE AND GUIDE THE YOUTH, AND CREATE A LEARNING ENVIRONMENT THAT WILL FOSTER A DEEP AND LASTING PASSION FOR LEARNING.

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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 $1,552,901

Program Service Revenue $3,631,438

Investment Income $5,981

Other Revenue $390,388

TOTAL REVENUE $5,580,708

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $3,758,044

Fundraising Expenses $2,706

Program Expenses $5,173,818

Other Expenses $1,615,142

TOTAL EXPENSES $5,374,186

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,580,708	$4,879,923	+0.1%
Expenses	$5,374,186	$4,851,293	+0.1%
Net Income	$206,522	$28,630	+6.2%

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

Total Directors

$263,682

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JO ANN ISKEN	BOARD MEMBER	5.00	Director	$0	$0	$0
CECILIE STUART-GARCIA	BOARD MEMBER	5.00	Director	$19,692	$0	$19,692
PAUL ASTIN	DIRECTOR	40.00	Director	$243,990	$0	$243,990
SARA BAUR	PRESIDENT	5.00	Officer Director	$0	$0	$0
DON KLEIN	TREASURER	5.00	Officer	$0	$0	$0
NIA ANDREWS	SECRETARY	5.00	Officer	$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	$5,580,708	$5,374,186	$528,498	$206,522
2024	$4,879,923	$4,851,293	$230,761	$28,630
2023	$4,338,245	$4,303,079	$185,287	$35,166
2022	$4,359,688	$3,708,644	$169,645	$651,044
2021	$2,396,075	$2,706,632	$92,393	$-310,557
2020	$2,270,092	$2,601,375	$103,633	$-331,283
2019	$2,869,061	$2,816,026	$119,897	$53,035
2018	$2,562,761	$2,637,411	$138,782	$-74,650

MANZANITA SCHOOL AND INSTITUTE