Pacific Oaks Education Corporation (EIN 951716809) - 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

1945

Legal Domicile

Principal Officer

Michael Horowitz

Phone

6265298003

Tax Period

2024-06-01 to 2025-05-31

Pacific Oaks Education Corporation, founded in 1945, is a mid-sized nonprofit in the Education sector that reported $28.4M in total revenue in fiscal year 2024. Expenses of $24.9M left a modest 12% surplus.

Mission

POCCS prepares students to be culturally intelligent agents of change serving diverse communities in fields of human development, education, and family studies.

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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 $2,629,476

Program Service Revenue $25,019,873

Investment Income $618,443

Other Revenue $97,094

TOTAL REVENUE $28,364,886

Expense Breakdown

Grants Paid $876,536

Salaries & Benefits $12,020,742

Fundraising Expenses $20,613

Program Expenses $16,234,179

Other Expenses $11,961,229

TOTAL EXPENSES $24,858,507

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,364,886	$26,533,782	+0.1%
Expenses	$24,858,507	$23,625,635	+0.1%
Net Income	$3,506,379	$2,908,147	+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

297

Volunteers

120

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

$3,591,009

Total Directors

$2,379,621

Key Employees

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
Breeda McGreath	President (as of 7/24)	40.00	Officer Director	$125,941	$32,462	$261,925
Leanne Wruck	Interim Pres./Trustee (until 6/24)	28.00	Officer Director	$54,171	$27,092	$369,699
Valerie Coachman-Moore	Board Chair	2.00	Director	$0	$0	$0
Teresa Nuno	Vice Chair	2.00	Director	$0	$0	$0
Kathy Dossett	Trustee	2.00	Director	$0	$0	$0
Ryan C Eisenberg	Trustee	2.00	Director	$0	$0	$0
Dawn Kurtz	Trustee	2.00	Director	$0	$0	$0
Terrence Layng	Trustee	2.00	Director	$0	$0	$0
Stacey Lydon	Trustee	2.00	Director	$0	$0	$0
Fred Marcus	Trustee	2.00	Director	$0	$0	$0
Sharon Shelton	Trustee	2.00	Director	$0	$0	$0
Janet Twyman	Trustee	2.00	Director	$0	$0	$0
Sydney Williams Hull	Trustee	2.00	Director	$0	$0	$0
Jennifer Gantz	Corporate Treasurer	2.00	Officer	$0	$24,740	$400,478
Greg Beno	Asst Corp. Treasurer	2.00	Officer	$0	$18,468	$276,060
Shari Mikos	Corporate Secretary	2.00	Officer	$0	$28,735	$368,593
Elisa Davis	Assistant Secretary	2.00	Officer	$0	$3,895	$53,079
Sara Sotelo	Asst Corp. Secretary	2.00	Officer	$0	$19,684	$113,178
Jerrell Hill	Dean of HDE (until 3/28/25)	40.00	Highest	$180,033	$24,009	$204,042
Michael Patton	Dean	40.00	Highest	$181,112	$21,321	$202,433
Jane Sawyer	VP Human Resources	40.00	Highest	$172,466	$25,998	$198,464
Nubian London	Associate VP of Admissions	40.00	Highest	$143,125	$50,208	$193,333
Terry Webster	Administrative Faculty	40.00	Highest	$138,507	$20,600	$159,107
Jack Paduntin	Former Trustee/College President	40.00		$161,754	$23,680	$185,434

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	$28,364,886	$24,858,507	$53,298,228	$3,506,379
2024	$26,533,782	$23,625,635	$49,144,766	$2,908,147
2023	$23,670,487	$22,041,401	$44,714,484	$1,629,086
2022	$24,782,562	$25,075,818	$44,789,985	$-293,256
2021	$24,468,155	$24,595,351	$49,691,370	$-127,196
2020	$24,223,857	$24,277,591	$44,518,024	$-53,734
2019	$24,271,418	$23,761,208	$45,558,602	$510,210
2018	$23,959,601	$22,716,407	$43,763,677	$1,243,194

Pacific Oaks Education Corporation