PACIFIC EDUCATION INSTITUTE

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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

KATHRYN KURTZ

Phone

3604896726

Tax Period

2023-07-01 to 2024-06-30

PACIFIC EDUCATION INSTITUTE, founded in 2003, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.8M in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year.

Mission

PEI SUPPORTS EDUCATORS BY SPECIALIZING IN PROFESSIONAL LEARNING AND FIELDSTEM IMPLEMENTATION.

Program Service Accomplishments

Program 1

Expenses: $1,329,160

STATEWIDE PROGRAM DELIVERY: PEI SPECIALIZES IN PROVIDING PROFESSIONAL LEARNING OPPORTUNITIES AND CONSULTATION SERVICES FOR EDUCATORS. USING THE FIELDSTEM MODEL, WE ADVANCE EQUITABLE CIVIC AND...

STATEWIDE PROGRAM DELIVERY: PEI SPECIALIZES IN PROVIDING PROFESSIONAL LEARNING OPPORTUNITIES AND CONSULTATION SERVICES FOR EDUCATORS. USING THE FIELDSTEM MODEL, WE ADVANCE EQUITABLE CIVIC AND SCIENTIFIC LITERACY BY EMPOWERING EDUCATORS TO TEACH REAL-WORLD SCIENCE OUTDOORS. OUR RESOURCES AND TOOLS INCLUDE CUSTOMIZABLE, INTEGRETED SCIENCE CURRICULUM FRAMEWORKS, PERFORMANCE TASKS AND STORYLINES THAT ARE DESIGNED BY EDUCATION EXPERTS AND DEEPLY ROOTED IN NATIONAL AND STATE EDUCATION STANDARDS. FROM JULY 2023 TO JUNE 2024, PEI PROVIDED 89 PROFESSIONAL LEARNING OPPORTUNITIES FOR 2,700 FORMAL AND NON-FORMAL EDUCATORS.

Program 2

Expenses: $164,485

SECOND ACCOMPLISHMENT REGIONAL FIELDSTEM AND CLIMATE SCIENCE PROGRAM DELIVERY: PEI ENGAGED A PROFESSIONAL EVALUATOR TO PROVIDE A STATEWIDE ASSESSMENT OF OUR PROGRAM WORK. THE REPORTS WILL INFORM OUR DECISION MAKING AND PROGRAM IMPROVEMENTS. PEI LEADS WORK FOCUSED ON WASHINGTON'S GREEN ECONOMY SPECIFICALLY THE AGRICULTURE, NATURAL RESOURCES, AND RENEWABLE ENERGY SECTORS, TO IDENTIFY EXEMPLARS OF ARTICULATED PATHWAYS BETWEEN K-12,POST-SECONDARY AND EMPLOYERS FOR GREEN JOBS. PEI'S CURRENT PROJECTS PROVIDE ADDITIONAL PROGRAM SERVICES RELATED TO OUTDOOR LEARNING, CLIMATE SCIENCE LITERACY, EDUCATING FOR A GREEN ECONOMY, CAREER AND TECHNICAL NATURAL RESOURCE EDUCATION AND INVASIVE SPECIES. PEI CONTINUES TO BE THE STATE COORDINATOR FOR NATIONAL ENVIRONMENTAL EDUCATION ORGANIZATIONS PROJECT LEARNING TREE AND PROJECT WILD.

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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 $1,408,346

Program Service Revenue $339,856

Investment Income $24,309

Other Revenue $530

TOTAL REVENUE $1,773,041

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,388,712

Fundraising Expenses $91,882

Program Expenses $1,493,645

Other Expenses $420,174

TOTAL EXPENSES $1,808,886

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,773,041	$2,078,816	-0.1%
Expenses	$1,808,886	$1,909,373	-0.1%
Net Income	$-35,845	$169,443	-1.2%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LESLIE DRUFFEL	PRESIDENT	1.00	Officer Director	$0	$0	$0
ERIN EWALD	TREASURER	1.00	Officer Director	$0	$0	$0
CLAUDINE REYNOLDS	SECRETARY	1.00	Officer Director	$0	$0	$0
LISA PERRY	BOARD MEMBER	0.50	Director	$0	$0	$0
TIM GARCHOW	BOARD MEMBER	0.50	Director	$0	$0	$0
KIM FRY	BOARD MEMBER	0.50	Director	$0	$0	$0
JUSTIN PARKER	BOARD MEMBER	0.50	Director	$0	$0	$0
IGNACIO MARQUEZ	BOARD MEMBER	0.50	Director	$0	$0	$0
LINDSEY WILLIAMS	BOARD MEMBER	0.50	Director	$0	$0	$0
JASON CALLAHAN	BOARD MEMBER	0.50	Director	$0	$0	$0
CINNAMON BEAR	BOARD MEMBER	0.50	Director	$0	$0	$0
SCOTT SEAMAN PHD	BOARD MEMBER	0.50	Director	$0	$0	$0
CINDY MITCHELL	BOARD MEMBER	0.50	Director	$0	$0	$0
STEVE ROBINSON	BOARD MEMBER	0.50	Director	$0	$0	$0
CLARE SOBETSKI	BOARD MEMBER	0.50	Director	$0	$0	$0
LINDSEY WILLIAMS	BOARD MEMBER	0.50	Director	$0	$0	$0
HANFORD MCCLOUD	BOARD MEMBER	0.50	Director	$0	$0	$0
JULIE ANDERSON	BOARD MEMBER	0.50	Director	$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	$1,773,041	$1,808,886	$1,441,102	$-35,845
2023	$2,078,816	$1,909,373	$1,411,332	$169,443
2022	$1,864,586	$1,488,441	$1,238,447	$376,145
2021	$1,409,712	$1,209,067	$856,984	$200,645
2020	$1,368,358	$1,169,281	$770,673	$199,077
2019	$1,129,497	$1,152,031	$478,844	$-22,534
2018	$804,917	$1,031,163	$483,142	$-226,246