PRIME EDUCATIONAL SOLUTIONS (EIN 851177591) - 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

CATHERINE HEREDIA

Phone

8662774632

Tax Period

2024-07-01 to 2025-06-30

PRIME EDUCATIONAL SOLUTIONS, founded in 2019, is a community nonprofit in the Education sector that reported $3.9M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.1M, a strong 28% operating margin.

Mission

PROVIDES ADMINISTRATIVE SUPPORT SERVICES TO ELITE ACADEMIC ACADEMY CHARTER SCHOOLS.

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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 $0

Program Service Revenue $3,882,718

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,882,718

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,045,188

Fundraising Expenses $0

Program Expenses $2,254,220

Other Expenses $768,834

TOTAL EXPENSES $2,814,022

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,882,718	$3,455,950	+0.1%
Expenses	$2,814,022	$2,328,491	+0.2%
Net Income	$1,068,696	$1,127,459	-0.1%

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

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

$307,052

Total Directors

$2,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TONY JACOB	PRESIDENT	1.00	Officer Director	$1,000	$0	$1,000
DANIEL JACOB	VICE PRESIDENT	1.00	Officer Director	$1,000	$0	$1,000
CATHERINE HEREDIA	CEO	40.00	Officer	$280,732	$24,320	$305,052
TRACY HASPER	CPO	40.00	Highest	$227,608	$22,462	$250,070
ADAM WOODARD	CFO	40.00	Highest	$228,375	$0	$228,375

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	$3,882,718	$2,814,022	$2,941,439	$1,068,696
2024	No data	No data	No data	No data
2023	$2,957,566	$2,394,019	$784,755	$563,547
2022	$2,374,749	$2,233,517	$220,779	$141,232
2021	$2,152,178	$2,137,313	$25,779	$14,865

PRIME EDUCATIONAL SOLUTIONS