CABRILLO POINT ACADEMY (EIN 821769676) - 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

2017

Legal Domicile

Phone

6269321802

Tax Period

2024-07-01 to 2025-06-30

CABRILLO POINT ACADEMY, founded in 2017, is a mid-sized nonprofit in the Education sector that reported $83.9M in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $76.0M left a modest 9% surplus.

Mission

PROVIDE A HIGH STANDARD OF EDUCATION TO STUDENTS THROUGH COMPREHENSIVE CURRICULUM SUPPORTED BY ENERGETIC, DYNAMIC, AND CARING TEACHERS.

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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 $83,435,397

Program Service Revenue $0

Investment Income $484,569

Other Revenue $3,259

TOTAL REVENUE $83,923,225

Expense Breakdown

Grants Paid $0

Salaries & Benefits $45,822,917

Fundraising Expenses $0

Program Expenses $65,697,749

Other Expenses $30,215,481

TOTAL EXPENSES $76,038,398

Year-over-Year Comparison

	2024	2023	Change
Revenue	$83,923,225	$67,214,505	+0.2%
Expenses	$76,038,398	$63,039,599	+0.2%
Net Income	$7,884,827	$4,174,906	+0.9%

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

351

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

$459,157

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNA LORGE	Executive Dir.	40.00	Officer	$363,412	$95,745	$459,157
ERIKA VANDERSPEK	DEPUTY EX. DIRECTOR	40.00		$318,363	$61,927	$380,290
PAMELA GANDARA	SPED DIRECTOR	40.00		$235,807	$67,088	$302,895
CHRISTY BURKE	ASSISTANT DIRECTOR	40.00		$168,264	$88,774	$257,038
JOY HARRIS	DIRECTOR OF HR DEV	40.00		$174,749	$42,007	$216,756
LARA MULVANEY	SENIOR DIR SECONDARY ED	40.00		$150,810	$65,327	$216,137
DEANNA ZAMISKA	ASSISTANT DIRECTOR	40.00		$163,409	$52,363	$215,772
CHANNEL WOLFE	ASSMT TEAM PGM SPC	40.00		$136,271	$78,200	$214,471
JENNIFER CARRETE	DIRECTOR OF SCHOOL SUPPORT	40.00		$163,182	$49,691	$212,873
LISA OSTERTAG	ASST DIRECTOR OF SPED	40.00		$159,010	$52,198	$211,208
SHERRY JOHNSON	ASSISTANT DIRECTOR	40.00		$180,664	$30,284	$210,948
JANET HO	DIR OF STUDENT AFFAIRS	40.00		$145,415	$62,630	$208,045
NATALIE CROUSE	REGIONAL COORDINATOR	40.00		$157,137	$48,287	$205,424
TRACY CECOLA	TEAM PRINCIPAL	40.00		$155,751	$45,170	$200,921
STEPHEN WARNOCK	PROGRAM SPECIALIST	40.00		$147,437	$52,118	$199,555
JOHN OLINGER	DIRECTOR OF TECH	40.00		$177,930	$20,005	$197,935
KATHRYN DISANO LOPEZ	PROGRAM SPECIALIST	40.00		$146,420	$47,584	$194,004
CANDACE GADOMSKI	DIR OF TESTING	40.00		$131,072	$54,058	$185,130
SUNNY SCHWEERS	TEAM PRINCIPAL	40.00		$158,113	$26,654	$184,767
MARIA ZORAIDA S ARKANGEL	Technology Systems Director	40.00		$173,977	$8,400	$182,377
LISA WATSON	REGIONAL COORD	40.00		$145,382	$29,073	$174,455
SHANNON GIESSE	LEAD PROGRAM SPC	40.00		$147,685	$26,162	$173,847
KRISTEN TRUDELL	REGIONAL COOR / SENIOR DIR	40.00		$148,297	$25,470	$173,767
SERENA BARNETT	DIRECTOR OF ACCOUNTING	40.00		$163,664	$7,623	$171,287
JODI STONEMAN	REGIONAL COORD	40.00		$134,901	$30,519	$165,420
JENNIFER MARREIROS	HOMESCHOOL TEACHER	40.00		$132,792	$22,939	$155,731
DEVON ROSELI	President	2.00	Officer Director	$0	$0	$0
JORDAN TERRONES	Treasurer	2.00	Officer Director	$0	$0	$0
KRYSTAL FIERRO	Secretary	2.00	Officer Director	$0	$0	$0
DANIEL ROONEY	Director	2.00	Director	$0	$0	$0
BRYCE KORNGOLD	Director	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	$83,923,225	$76,038,398	$36,472,921	$7,884,827
2024	$67,214,505	$63,039,599	$26,748,344	$4,174,906
2023	$57,369,028	$53,978,932	$20,996,930	$3,390,096
2022	$51,732,231	$47,778,936	$12,752,975	$3,953,295
2021	$48,389,829	$46,080,944	$23,203,988	$2,308,885
2020	$44,822,199	$42,580,080	$20,868,847	$2,242,119
2018	$40,254,500	$37,448,378	$12,248,173	$2,806,122

CABRILLO POINT ACADEMY