CORE DISTRICTS (EIN 473207203) - 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

2015

Legal Domicile

Principal Officer

RICHARD MILLER

Phone

9164412917

Tax Period

2024-07-01 to 2025-06-30

CORE DISTRICTS, founded in 2015, is a community nonprofit in the Education sector that reported $8.1M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $7.4M left a modest 8% surplus.

Mission

THE ORGANIZATION SEEKS TO IMPROVE STUDENT ACHIEVEMENT BY FOSTERING HIGHLY PRODUCTIVE, MEANINGFUL COLLABORATION AND LEARNING BETWEEN ITS 8 CALIFORNIA BASED MEMBER SCHOOL DISTRICTS.

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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 $4,336,197

Program Service Revenue $3,510,788

Investment Income $215,329

Other Revenue $0

TOTAL REVENUE $8,062,314

Expense Breakdown

Grants Paid $346,956

Salaries & Benefits $2,317,659

Fundraising Expenses $52,334

Program Expenses $6,323,247

Other Expenses $4,729,865

TOTAL EXPENSES $7,394,480

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,062,314	$7,209,816	+0.1%
Expenses	$7,394,480	$6,823,387	+0.1%
Net Income	$667,834	$386,429	+0.7%

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

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

Key Employees

$719,953

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
MISTY HER	DIRECTOR	1.00	Director	$0	$0	$0
GABRIELA MAFI	DIRECTOR	1.00	Director	$0	$0	$0
JILL BAKER	DIRECTOR	1.00	Director	$0	$0	$0
KYLA JOHNSON-TRAMMELL	DIRECTOR	1.00	Director	$0	$0	$0
ALBERTO CARVALHO	DIRECTOR	1.00	Director	$0	$0	$0
MATT WAYNE	DIRECTOR (THRU 10/18/24)	1.00	Director	$0	$0	$0
MARIA SU	DIRECTOR	1.00	Director	$0	$0	$0
JERRY ALMENDAREZ	DIRECTOR	1.00	Director	$0	$0	$0
NANCY ALBARRAN	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD MILLER	CEO	40.00	Officer	$0	$0	$0
MICHELLE STEAGALL	EXECUTIVE DIRECTOR, CORE CAPABILITY BUILDING PROG.	40.00	Key Emp	$242,066	$28,068	$270,134
DAVID MONTES DE OCA	CHIEF OF IMPROVEMENT, DISTRICT PARTNERSHIPS	40.00	Key Emp	$232,351	$9,681	$242,032
BRIGITTE MARSHALL	CHIEF OF STAFF	40.00	Key Emp	$179,199	$28,588	$207,787
DAVID CALHOUN	EXECUTIVE DIRECTOR, CORE DATA COLLABORATIVE	40.00	Highest	$129,342	$0	$129,342
BRENDA ESCORIZA PAREDES	CHIEF BUSINESS OFFICER	40.00	Highest	$132,380	$5,574	$137,954
SAMUEL MILDER	SENIOR IMPROVEMENT COACH	40.00	Highest	$125,451	$15,551	$141,002
LATOYA BUFFORD	SENIOR DIRECTOR DATA AND ANALYTICS	40.00	Highest	$136,851	$3,732	$140,583
IRIS LOPEZ	SENIOR IMPROVEMENT COACH	40.00	Highest	$111,263	$9,342	$120,605

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	$8,062,314	$7,394,480	$6,552,459	$667,834
2024	No data	No data	No data	No data
2023	$5,808,500	$6,823,762	$5,514,206	$-1,015,262
2022	$5,685,377	$6,986,138	$6,393,095	$-1,300,761
2021	$8,890,362	$6,901,886	$8,164,415	$1,988,476
2020	$7,878,612	$8,238,717	$6,230,117	$-360,105
2019	$6,117,283	$7,901,037	$7,104,508	$-1,783,754
2018	$6,044,664	$4,540,630	$7,860,837	$1,504,034

CORE DISTRICTS