PURSUIT OF EXCELLENCE - SOUTH BAY (EIN 474727641) - 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

Rosemary Rossi

Phone

4084061910

Tax Period

2023-07-01 to 2024-06-30

PURSUIT OF EXCELLENCE - SOUTH BAY, founded in 2015, is a small nonprofit in the Education sector that reported $178K in total revenue in fiscal year 2023. Revenue fell 56% from the prior year — a significant decline worth monitoring. Expenses of $256K exceeded revenue, resulting in a 44% operating deficit.

Mission

We assist high achieving low income students fulfill their dreams for a college degree.

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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 (2023)

Revenue Breakdown

Contributions & Grants $123,404

Program Service Revenue $0

Investment Income $54,612

Other Revenue $0

TOTAL REVENUE $178,016

Expense Breakdown

Grants Paid $245,802

Salaries & Benefits $0

Fundraising Expenses $3,016

Program Expenses $250,547

Other Expenses $10,671

TOTAL EXPENSES $256,473

Year-over-Year Comparison

	2023	2022	Change
Revenue	$178,016	$402,586	-0.6%
Expenses	$256,473	$250,691	+0.0%
Net Income	$-78,457	$151,895	-1.5%

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

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michele Van Zuiden	Board Member	2	Director	$0	$0	$0
Manuel Avalos	Board Member	1	Director	$0	$0	$0
Samantha Figueroa Hernandez	Board Member	1	Director	$0	$0	$0
Rosemary Rossi	President	5	Officer	$0	$0	$0
Donna Guldimann	Vice President and Secretary	5	Officer	$0	$0	$0
Debbie Parker	Treasurer	2	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	No data	No data	No data	No data
2024	$178,016	$256,473	$906,524	$-78,457
2023	$402,586	$250,691	$843,726	$151,895
2022	$133,904	$106,388	$511,425	$27,516
2021	$346,804	$159,520	$469,073	$187,284

PURSUIT OF EXCELLENCE - SOUTH BAY