SANTA LUCIA SCHOOL (EIN 770179533) - 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

1995

Legal Domicile

Principal Officer

CASEY PERA

Phone

8054342217

Tax Period

2022-07-01 to 2023-06-30

SANTA LUCIA SCHOOL, founded in 1995, is a small nonprofit in the Education sector that reported $377K in total revenue in fiscal year 2022. Revenue surged 31% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE INSTRUCTION IN ELEMENTARY EDUCATION WHICH FOCUSES ON HOLISTIC PHILOSOPHIES AND PRACTICES FOR STUDENTS UP THROUGH 8TH GRADE

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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 (2022)

Revenue Breakdown

Contributions & Grants $26,621

Program Service Revenue $325,653

Investment Income $0

Other Revenue $24,704

TOTAL REVENUE $376,978

Expense Breakdown

Grants Paid $3,090

Salaries & Benefits $328,016

Fundraising Expenses $0

Other Expenses $42,405

TOTAL EXPENSES $394,517

Year-over-Year Comparison

	2022	2021	Change
Revenue	$376,978	$287,948	+0.3%
Expenses	$394,517	$288,431	+0.4%
Net Income	$-17,539	$-483	+35.3%

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

N/A

Independent Members

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CASEY PERA	PRESIDENT	1.00	Officer	$0	$0	$0
DARCY BRADY	FUNDRAISING	1.00	Officer	$0	$0	$0
KRISTINA PETIT	SECRETARY	1.00	Officer	$0	$0	$0
AMY HORMANN	TREASURER	1.00	Officer	$0	$0	$0
ERIC HUGHES	FACILITIES	1.00	Officer	$0	$0	$0
LINDSAY PERA	MEMBER AT LARGE	1.00	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	No data	No data	No data	No data
2023	$376,978	$394,517	$517,059	$-17,539
2022	$287,948	$288,431	$546,297	$-483
2021	$169,949	$180,256	$560,413	$-10,307
2020	$222,167	$222,345	$546,046	$-178
2019	$273,615	$360,752	$504,713	$-87,137
2018	$380,081	$372,597	$597,048	$7,484

SANTA LUCIA SCHOOL