PARTNERSHIPS TO UPLIFT COMMUNITIES LAKEVIEW TERRACE (EIN 743102820) - 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

2003

Legal Domicile

Principal Officer

JUANA MARIA VALDIVIA

Phone

8185597699

Tax Period

2024-07-01 to 2025-06-30

PARTNERSHIPS TO UPLIFT COMMUNITIES LAKEVIEW TERRACE, founded in 2003, is a mid-sized nonprofit in the Education sector that reported $21.4M in total revenue in fiscal year 2024. Expenses of $26.4M exceeded revenue, resulting in a 23% operating deficit.

Mission

TO DEVELOP & MANAGE HIGH QUALITY CHARTER SCHOOLS IN DENSELY POPULATED URBAN COMMUNITIES.

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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 $20,926,736

Program Service Revenue $0

Investment Income $0

Other Revenue $452,057

TOTAL REVENUE $21,378,793

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,022,305

Fundraising Expenses $267,271

Program Expenses $18,145,691

Other Expenses $11,370,139

TOTAL EXPENSES $26,392,444

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,378,793	$21,760,421	0.0%
Expenses	$26,392,444	$23,107,701	+0.1%
Net Income	$-5,013,651	$-1,347,280	+2.7%

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

N/A

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

$394,118

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUANA MARIA VALDIVIA	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
ANA FLORES	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
MONICA GARCIA	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
XAVIER REYES	BOARD MEMBER	1.00	Director	$0	$0	$0
SARAH GRAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTINE SARATOGA	CLINICAL COUENSELING DIREC	8.00	Director	$53,021	$0	$53,021
ANTONIO PIZANO	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANCISCO PREITO	DIRECTOR	40.00	Director	$46,602	$0	$46,602
ZENZONTL KUAUHTZIN	DIRECTOR	40.00	Director	$48,598	$0	$48,598
CONCEPCION RIVAS	CEO	40.00	Director	$103,494	$0	$103,494
VERONICA ALONZO	CHIEF ACADEMIC OFFICER	40.00	Director	$89,454	$0	$89,454
MERIDETH MCLOVIN	DIRECTOR	40.00	Director	$52,949	$0	$52,949
MARIESA E EARL	PRINCIPAL	40.00	Highest	$148,280	$0	$148,280
JESSICA H GONZALEZ	PRINCIPAL	40.00	Highest	$128,357	$0	$128,357
STEPHEN L PISZTON	TEACHER	40.00	Highest	$123,957	$0	$123,957
MARCO A VALDEZ	PRINCIPAL	40.00	Highest	$137,756	$0	$137,756
JOCELYN VELEZ	PRINCIPAL	40.00	Highest	$153,983	$0	$153,983

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	$21,378,793	$26,392,444	$32,259,973	$-5,013,651
2024	No data	No data	No data	No data
2023	$27,518,605	$25,330,222	$38,716,086	$2,188,383
2022	$21,335,040	$18,138,901	$36,699,638	$3,196,139
2021	$20,335,752	$16,032,696	$34,061,399	$4,303,056
2020	$16,058,281	$15,629,523	$29,695,390	$428,758
2019	$16,740,282	$15,365,917	$29,306,203	$1,374,365
2018	$15,581,131	$15,141,707	$28,588,865	$439,424

PARTNERSHIPS TO UPLIFT COMMUNITIES LAKEVIEW TERRACE