THE PRIMARY SCHOOL BAY AREA (EIN 844481558) - 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

2019

Legal Domicile

Principal Officer

JAIME KIDD

Phone

6195153293

Tax Period

2023-07-01 to 2024-06-30

THE PRIMARY SCHOOL BAY AREA, founded in 2019, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Expenses of $3.6M exceeded revenue, resulting in a 46% operating deficit.

Mission

INTEGRATED HEALTH AND EDUCATION MODEL SERVING CHILDREN AND FAMILIES FROM BIRTH THROUGH HIGH SCHOOL

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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 $2,464,946

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,464,946

Expense Breakdown

Grants Paid $935,000

Salaries & Benefits $2,152,134

Fundraising Expenses $0

Program Expenses $2,841,310

Other Expenses $504,024

TOTAL EXPENSES $3,591,158

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,464,946	$2,836,275	-0.1%
Expenses	$3,591,158	$2,156,450	+0.7%
Net Income	$-1,126,212	$679,825	-2.7%

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

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

$305,587

Total Directors

$305,587

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COURTNEY GARCIA	CEO & PRESIDENT UNTIL JUN 14, 2024	0.50	Officer Director	$0	$12,400	$225,533
JAIME KIDD	INTERIM CEO & PRESIDENT	0.50	Officer Director	$0	$9,968	$80,054
STEVEN DOW	SECRETARY	4.00	Officer	$0	$0	$0
ISABELLE BIBBLER PARKER	TREASURER	4.25	Officer	$0	$0	$0
NATASHA HALL-SEVILLA	EXECUTIVE DIRECTOR	40.00	Highest	$139,306	$11,368	$150,674
MIA LOPEZ DIRECTOR OF	OPERATIONS, COMPLIANCE & ENROLLMENT	40.00	Highest	$114,675	$12,978	$127,653
WILLIAM CAVU-LITMAN	DIRECTOR OF PARTNERSHIPS	40.00	Highest	$104,999	$9,729	$114,728

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	$2,464,946	$3,591,158	$998,622	$-1,126,212
2023	$2,836,275	$2,156,450	$5,178,239	$679,825
2022	$7,563,370	$1,347,869	$6,517,774	$6,215,501

THE PRIMARY SCHOOL BAY AREA