PALO ALTO PARTNERS IN EDUCATION (EIN 770186364) - 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

2005

Legal Domicile

Principal Officer

LINDA LYON

Phone

6503293990

Tax Period

2023-07-01 to 2024-06-30

PALO ALTO PARTNERS IN EDUCATION, founded in 2005, is a community nonprofit in the Education sector that reported $5.5M in total revenue in fiscal year 2023.

Mission

PALO ALTO PARTNERS IN EDUCATION (PIE) RAISES MONEY TO PROVIDE ALL PALO ALTO UNIFIED SCHOOL DISTRICT STUDENTS AN EDUCATIONAL EXPERIENCE BEYOND WHAT IS POSSIBLE WITH PUBLIC FUNDING.

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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 $5,391,585

Program Service Revenue $0

Investment Income $67,443

Other Revenue $0

TOTAL REVENUE $5,459,028

Expense Breakdown

Grants Paid $5,024,131

Salaries & Benefits $255,618

Fundraising Expenses $206,378

Program Expenses $5,100,052

Other Expenses $175,276

TOTAL EXPENSES $5,455,025

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,459,028	$5,549,500	0.0%
Expenses	$5,455,025	$5,550,195	0.0%
Net Income	$4,003	$-695	-6.8%

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

110

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

$171,626

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ABBY DOMINE	DIRECTOR OF DEVELOPMENT - LCC 7/1/23-6/30/24	5.00	Director	$0	$0	$0
AMIE FRANCONI	VP OF DEVELOPMENT - LCC 7/1/23-6/30/24	10.00	Officer Director	$0	$0	$0
ANDREA LEVESQUE	DIRECTOR OF DEVELOPMENT - LCC 7/1/23-6/30/24	5.00	Director	$0	$0	$0
ANGIE SANAEE	DIRECTOR OF DEVELOPMENT - SCHOOLS 7/1/23-3/31/24	5.00	Director	$0	$0	$0
BHARTI JINDAL	DIRECTOR OF DEVELOPMENT - LCC 7/1/23-6/30/24	5.00	Director	$0	$0	$0
BRYNA LEE	DIRECTOR OF DEVELOPMENT - LCC 7/1/23-6/30/24	5.00	Director	$0	$0	$0
CASSY CHRISTIANSON	DIRECTOR OF DEVELOPMENT - LCC 4/1/24-6/30/24	5.00	Director	$0	$0	$0
CHRISTINA LOHMEYER	DIRECTOR OF DEVELOPMENT - SCHOOLS 4/1/24-5/18/24	5.00	Director	$0	$0	$0
CHRISTINE ROPER	DIRECTOR OF DEVELOPMENT - LCC 7/1/23-3/31/24	5.00	Director	$0	$0	$0
JENNIFER LEE	EXECUTIVE VP 7/1/23-3/31/24, PRESIDENT 4/1/24-6/30	15.00	Officer Director	$0	$0	$0
JENNIFER SCHULTZ	DIRECTOR OF MARKETING - 7/1/23-6/30/24	5.00	Director	$0	$0	$0
JOE PODULKA	VP OF F&A 4/1/24-6/30/24	10.00	Officer Director	$0	$0	$0
JOYCE FARNSWORTH	DIRECTOR OF DEVELOPMENT - SCHOOLS 7/1/23-6/30/24	5.00	Director	$0	$0	$0
KAITLYN LIAO	VP OF MARKETING 7/1/23-3/31/24, EXECUTIVE VP 4/1	15.00	Officer Director	$0	$0	$0
KAREN KESNER	VP OF DEVELOPMENT - SCHOOLS 7/1/23-6/30/24	10.00	Officer Director	$0	$0	$0
KARRIE CHEN	ASSISTANT TREASURER 7/1/23-3/31/24	10.00	Officer Director	$0	$0	$0
LAUREN GOODY	DIRECTOR OF DEVELOPMENT - LCC 8/28/23-3/31/24	5.00	Director	$0	$0	$0
LINOR LEVAV	DIRECTOR OF GOVERNANCE - 4/1/23-11/8/23	5.00	Director	$0	$0	$0
MANOJ BATRA	SECRETARY 7/1/23-6/30/24	5.00	Officer Director	$0	$0	$0
MARIA DERRICK	TREASURER 7/1/23-6/30/24	10.00	Officer Director	$0	$0	$0
MELINA PATTERSON	VP OF GOVERNANCE 7/1/23-6/30/24	10.00	Officer Director	$0	$0	$0
MIGUEL LOPEZ	DIRECTOR OF F & A - TEACHER GRANTS 7/1/23-6/30/24	5.00	Director	$0	$0	$0
MIRANDA JUNOWICZ	DIRECTOR OF MARKETING - 7/1/23-6/30/24	5.00	Director	$0	$0	$0
MOLLY MELIUS	DIRECTOR OF GOVERNANCE - 12/4/23-6/30/24	5.00	Director	$0	$0	$0
MONICA TAN	DIRECTOR OF MARKETING - 7/1/23-6/30/24	5.00	Director	$0	$0	$0
ORE ADEYEMI	DIRECTOR OF DEVELOPMENT - LCC 4/1/24-6/30/24	5.00	Director	$0	$0	$0
ORIT VIDAS-HOROVITZ	ASSISTANT TREASURER 4/1/24-6/30/24	10.00	Officer Director	$0	$0	$0
PATRICK SULLIVAN	VP OF F&A 7/1/23-3/31/24	10.00	Officer Director	$0	$0	$0
RACHAELL MONDINO	DIRECTOR OF DEVELOPMENT - SCHOOLS 7/1/23-6/30/24	5.00	Director	$0	$0	$0
ROCHNA DHAND	DIRECTOR OF DEVELOPMENT - SCHOOLS 4/1/24-6/30/24	5.00	Director	$0	$0	$0
SHERI SHAMDASANI	DIRECTOR OF DEVELOPMENT - SCHOOLS 7/1/23-3/31/24	5.00	Director	$0	$0	$0
SOPHIA CHE	DIRECTOR OF DEVELOPMENT - SCHOOLS 4/1/24-6/30/24	5.00	Director	$0	$0	$0
STEPHANIE FRICK	PRESIDENT 7/1/23-3/31/24	15.00	Officer Director	$0	$0	$0
SUE KRAMER	DIRECTOR OF MARKETING - 7/1/23-3/31/24	5.00	Director	$0	$0	$0
SUMITA PANDIT	DIRECTOR OF DEVELOPMENT - SCHOOLS 5/15/23-3/31/24	5.00	Director	$0	$0	$0
TERESA MOYE	DIRECTOR OF DEVELOPMENT - LCC 7/1/23-3/31/24	5.00	Director	$0	$0	$0
WEI WANG	VP OF MARKETING 4/1/24-6/30/24	10.00	Officer Director	$0	$0	$0
WENDY LEUNG	DIRECTOR OF DEVELOPMENT - LCC 4/1/24-6/30/24	5.00	Director	$0	$0	$0
YVETTE MANGALINDAN	DIRECTOR OF DEVELOPMENT - SCHOOLS 7/1/23-6/30/24	5.00	Director	$0	$0	$0
LINDA LYON	EXECUTIVE DIRECTOR 7/1/23-6/30/24	40.00	Officer	$171,626	$0	$171,626

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	$5,459,028	$5,455,025	$372,639	$4,003
2023	$5,549,500	$5,550,195	$368,636	$-695
2022	$5,391,547	$5,402,812	$369,331	$-11,265
2021	$5,220,247	$5,381,256	$375,096	$-161,009
2020	$6,538,502	$6,404,736	$564,748	$133,766
2019	$6,088,325	$5,945,714	$402,843	$142,611

PALO ALTO PARTNERS IN EDUCATION