The Chicago School - California Inc (EIN 900394713) - 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

2008

Legal Domicile

Principal Officer

Michael Horowitz

Phone

2136157200

Tax Period

2024-06-01 to 2025-05-31

The Chicago School - California Inc, founded in 2008, is a major nonprofit that reported $144.2M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $129.8M left a modest 10% surplus.

Mission

The Chicago School educates the next generation of change-makers in innovative theory and culturally competent practice to strengthen the integrated health of individuals, organizations, and communities.

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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 $1,497,817

Program Service Revenue $124,849,531

Investment Income $8,054,756

Other Revenue $9,757,906

TOTAL REVENUE $144,160,010

Expense Breakdown

Grants Paid $2,896,487

Salaries & Benefits $60,567,668

Fundraising Expenses $1,444,544

Program Expenses $77,926,502

Other Expenses $66,305,119

TOTAL EXPENSES $129,769,274

Year-over-Year Comparison

	2024	2023	Change
Revenue	$144,160,010	$115,879,073	+0.2%
Expenses	$129,769,274	$104,281,015	+0.2%
Net Income	$14,390,736	$11,598,058	+0.2%

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

1839

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

$4,012,236

Total Directors

$2,800,848

Key Employees

$689,779

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michael Horowitz	Corporate President/Trustee	2.00	Officer Director	$0	$181,097	$1,747,997
Michele Nealon	Institution Pres./Trustee	34.00	Officer Director	$952,841	$100,010	$1,052,851
Terrence Layng	Board Chair	2.00	Director	$0	$0	$0
Marie Hansen	Vice Chair	2.00	Director	$0	$0	$0
Edward Bergmark	Trustee	2.00	Director	$0	$0	$0
John Boyd	Trustee	2.00	Director	$0	$0	$0
Daniel Diaz	Trustee	2.00	Director	$0	$0	$0
Victoria Dolan	Trustee	2.00	Director	$0	$0	$0
Dorothy Farris	Trustee	2.00	Director	$0	$0	$0
Brian Lein	Trustee	2.00	Director	$0	$0	$0
Dina Martin	Trustee	2.00	Director	$0	$0	$0
Richard Osborn	Trustee	2.00	Director	$0	$0	$0
Eloisa Perard	Trustee	2.00	Director	$0	$0	$0
Sian Seligman	Trustee	2.00	Director	$0	$0	$0
Efrain Talamantes	Trustee	2.00	Director	$0	$0	$0
Manika Turnbull	Trustee	2.00	Director	$0	$0	$0
Jennifer Gantz	Corporate Treasurer/CFO	2.00	Officer	$0	$24,740	$400,478
Shari Mikos	Corporate Secretary	2.00	Officer	$0	$28,735	$368,593
Greg Beno	Asst. Corp. Treasurer	2.00	Officer	$0	$18,468	$276,060
Sara Sotelo	Asst. Corp. Secretary	2.00	Officer	$0	$19,684	$113,178
Elisa Davis	Assistant Secretary	2.00	Officer	$0	$3,895	$53,079
Michael Falotico	Chief Operating Officer	40.00	Key Emp	$299,943	$61,372	$361,315
Theodore Scholz	Chief Academic Officer	40.00	Key Emp	$269,287	$59,177	$328,464
Christopher Reeder	Sr. Assoc. Dean, Clinical Education	40.00	Highest	$327,595	$33,171	$360,766
William Brown	Provost	40.00	Highest	$273,522	$19,580	$293,102
Elizabeth Brown	Chief of Staff	40.00	Highest	$259,259	$27,916	$287,175
Monica Kinde	Sr. Assoc. Dean, Pre-Clinical Affs.	40.00	Highest	$230,899	$14,091	$244,990
John Lucas	Dean/Chief Academic Officer	0.00	Highest	$603,343	$54,873	$658,216

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	$144,160,010	$129,769,274	$315,451,630	$14,390,736
2024	$115,879,073	$104,281,015	$294,420,910	$11,598,058
2023	$104,272,547	$92,988,056	$153,647,762	$11,284,491
2022	$98,235,232	$87,927,375	$127,785,110	$10,307,857
2021	$88,997,586	$77,709,263	$113,921,518	$11,288,323
2020	$92,292,112	$80,441,359	$83,164,638	$11,850,753
2019	$78,357,329	$71,722,621	$72,079,238	$6,634,708
2018	$71,401,625	$65,702,195	$61,473,823	$5,699,430

The Chicago School - California Inc