Chavez Huerta K-12 Preparatory Academy (EIN 841561105) - 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

2000

Legal Domicile

Principal Officer

Steven Trujillo

Phone

7192951623

Tax Period

2023-07-01 to 2024-06-30

Chavez Huerta K-12 Preparatory Academy, founded in 2000, is a mid-sized nonprofit in the Education sector that reported $33.1M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $19.2M, a strong 58% operating margin.

Mission

To provide students a challenging high-quality and diverse K-12 learning environment that develops lifelong learners.

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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 $22,246,492

Program Service Revenue $10,614,450

Investment Income $220,899

Other Revenue $0

TOTAL REVENUE $33,081,841

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,624,411

Fundraising Expenses $0

Program Expenses $5,604,050

Other Expenses $6,248,115

TOTAL EXPENSES $13,872,526

Year-over-Year Comparison

	2023	2022	Change
Revenue	$33,081,841	$28,960,544	+0.1%
Expenses	$13,872,526	$14,661,440	-0.1%
Net Income	$19,209,315	$14,299,104	+0.3%

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

Independent Members

Employees

209

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Angela Giron	President	2.00	Officer Director	$0	$0	$0
Matt Garcia	Vice President	2.00	Officer Director	$0	$0	$0
Don Ortega	Treasurer	2.00	Officer Director	$0	$0	$0
Nick Angiocchi	Secretary	2.00	Officer Director	$0	$0	$0
Joseph Garcia	Board Member	2.00	Director	$0	$0	$0
Charity Maes	Board Member	2.00	Director	$0	$0	$0
Steven Trujillo	Board Member	2.00	Director	$0	$0	$0
Richard Duran	Executive Director	10.00	Highest	$0	$0	$0
Kelly Cox	Chief Academic Officer	4.00	Highest	$40,129	$12,001	$52,130

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
2024	$33,081,841	$13,872,526	$76,456,781	$19,209,315
2023	$28,960,544	$14,661,440	$87,261,366	$14,299,104
2022	$12,960,316	$14,403,096	$50,920,325	$-1,442,780
2021	$14,740,819	$14,413,130	$45,291,290	$327,689
2020	$12,332,496	$9,880,860	$17,450,269	$2,451,636
2019	$10,310,557	$8,378,771	$18,861,221	$1,931,786

Chavez Huerta K-12 Preparatory Academy