PICO UNION COLLECTIVE (EIN 821061785) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

SOFIA RODITTI

Phone

2132010440

Tax Period

2023-07-01 to 2024-06-30

PICO UNION COLLECTIVE, founded in 2017, is a community nonprofit in the Education sector that reported $6.2M in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $5.4M left a modest 12% surplus.

Mission

TO ACQUIRE, DEVELOP, OWN AND LEASE PROPERTY IN SUPPORT OF THE PROGRAMS OF EQUITAS ACADEMY CHARTER SCHOOL, INC.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,706,816

Investment Income $174,238

Other Revenue $1,300,000

TOTAL REVENUE $6,181,054

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,418,239

Other Expenses $5,418,239

TOTAL EXPENSES $5,418,239

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,181,054	$4,879,565	+0.3%
Expenses	$5,418,239	$5,646,240	0.0%
Net Income	$762,815	$-766,675	-2.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$377,387

Total Directors

$377,387

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SOFIA RODITI	PRESIDENT	2.00	Officer Director	$0	$71,387	$377,387
VALERIE BRAIMAH	MEMBER	2.00	Director	$0	$0	$0
ERIC BARLOW	MEMBER	2.00	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	$6,181,054	$5,418,239	$76,150,359	$762,815
2023	$4,879,565	$5,646,240	$77,807,552	$-766,675
2022	$5,698,496	$5,106,972	$70,123,091	$591,524
2021	$3,477,051	$4,285,366	$76,344,563	$-808,315
2020	$3,436,129	$4,509,058	$46,996,204	$-1,072,929
2019	$2,876,181	$5,582,962	$48,461,436	$-2,706,781
2018	$14,698	$432,224	$9,484,391	$-417,526

PICO UNION COLLECTIVE