Pensar Academy (EIN 473676800) - 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

Sandra Zupetz

Phone

6023834013

Tax Period

2024-07-01 to 2025-06-30

Pensar Academy, founded in 2015, is a community nonprofit in the Education sector that reported $3.2M in total revenue in fiscal year 2024.

Mission

Pensars mission is to develop middle school students with the essential skills to be agents of change in a 21st century global society.

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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 $2,922,435

Program Service Revenue $0

Investment Income $0

Other Revenue $287,801

TOTAL REVENUE $3,210,236

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,742,994

Fundraising Expenses $0

Program Expenses $2,490,140

Other Expenses $1,433,466

TOTAL EXPENSES $3,176,460

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,210,236	$3,370,227	0.0%
Expenses	$3,176,460	$3,462,129	-0.1%
Net Income	$33,776	$-91,902	-1.4%

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

$301,961

Total Directors

$114,686

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sandra Zupetz	Executive Diretor	45.00	Officer Director	$114,686	$0	$114,686
Martin Zupetz	Director	3.00	Director	$0	$0	$0
David Pearsall	Director	3.00	Director	$0	$0	$0
Gerry Garcia	Chief Operations Officer	45.00	Officer	$187,275	$0	$187,275
Antonio Reyes	Director	3.00	Director	$0	$0	$0
Daniela Medina	Teacher	45.00	Highest	$102,882	$0	$102,882

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	$3,210,236	$3,176,460	$7,859,455	$33,776
2024	$3,370,227	$3,462,129	$7,882,362	$-91,902
2023	$3,346,199	$3,171,798	$8,206,578	$174,401
2022	$2,962,700	$2,805,413	$8,115,960	$157,287
2021	$2,860,938	$2,403,465	$8,071,827	$457,473
2020	$2,554,655	$2,197,841	$1,060,798	$356,814
2019	$2,570,853	$2,308,429	$786,623	$262,424
2018	$1,650,000	$1,712,283	$492,739	$-62,283

Pensar Academy