PERRY TECHNICAL FOUNDATION (EIN 943188041) - 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

1993

Legal Domicile

Principal Officer

JASON LAMIQUIZ

Phone

5094530374

Tax Period

2024-07-01 to 2025-06-30

PERRY TECHNICAL FOUNDATION, founded in 1993, is a community nonprofit that reported $4.0M in total revenue in fiscal year 2024. Revenue surged 235% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.8M, a strong 69% operating margin.

Mission

TO RAISE FUNDS TO AID IN THE LONG TERM STABILITY AND EXISTENCE OF PERRY TECHNICAL INSTITUTE.

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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 $3,457,629

Program Service Revenue $0

Investment Income $565,345

Other Revenue $380

TOTAL REVENUE $4,023,354

Expense Breakdown

Grants Paid $916,303

Salaries & Benefits $207,112

Fundraising Expenses $270,261

Program Expenses $916,303

Other Expenses $107,972

TOTAL EXPENSES $1,231,387

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,023,354	$1,202,602	+2.3%
Expenses	$1,231,387	$1,129,137	+0.1%
Net Income	$2,791,967	$73,465	+37.0%

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

N/A

Volunteers

291

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

$461,094

Total Directors

$461,094

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHY STERBENZ	TREASURER	1.00	Officer Director	$0	$18,569	$178,447
CHRISTINE COTE	FORMER PRESIDENT (THRU 06/24)	1.00		$0	$11,929	$152,731
JASON LAMIQUIZ	PRESIDENT	1.00	Officer Director	$0	$21,735	$150,689
TRESSA SHOCKLEY	SECRETARY	40.00	Officer Director	$0	$18,527	$131,958
DON CARRELL	DIRECTOR	1.00	Director	$0	$0	$0
JON DURAND	DIRECTOR	1.00	Director	$0	$0	$0
RYAN HOPKINS	DIRECTOR	1.00	Director	$0	$0	$0
DYANN HORTON	DIRECTOR	1.00	Director	$0	$0	$0
JAKE JUNDT	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN KOENIG	DIRECTOR	1.00	Director	$0	$0	$0
TRENT MARQUIS	DIRECTOR	1.00	Director	$0	$0	$0
AMY MARTINEZ	DIRECTOR	1.00	Director	$0	$0	$0
CELINA SANCHEZ	DIRECTOR	1.00	Director	$0	$0	$0
JAY THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
DAVID ELOFSON	DIRECTOR	1.00	Director	$0	$0	$0
DAVID GONZALES	DIRECTOR (THRU 11/24)	1.00	Director	$0	$0	$0
JULIE VALDEZ	DIRECTOR (THRU 03/25)	1.00	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	$4,023,354	$1,231,387	$14,965,011	$2,791,967
2024	$1,202,602	$1,129,137	$11,402,765	$73,465
2023	$1,844,180	$1,743,895	$10,994,168	$100,285
2022	$1,919,327	$1,444,347	$10,038,407	$474,980
2021	$1,058,741	$934,719	$11,080,320	$124,022
2020	$1,111,862	$845,603	$9,381,127	$266,259
2019	$765,560	$808,370	$9,351,064	$-42,810
2018	$1,168,803	$890,190	$9,085,748	$278,613

PERRY TECHNICAL FOUNDATION