OPTIONS FOR LEARNING (EIN 953602641) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1981

Legal Domicile

Principal Officer

PAUL F PULVER

Phone

6266998070

Tax Period

2024-07-01 to 2025-06-30

OPTIONS FOR LEARNING, founded in 1981, is a major nonprofit that reported $182.0M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $174.5M left a modest 4% surplus.

Mission

OPTIONS FOR LEARNING IS A LEADER IN PREPARING CHILDREN AND SUPPORTING FAMILIES FOR LIFE SUCCESS THROUGH INNOVATIVE, QUALITY CHILD DEVELOPMENT PROGRAMS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $179,776,914

Program Service Revenue $286,419

Investment Income $1,947,101

Other Revenue $12,144

TOTAL REVENUE $182,022,578

Expense Breakdown

Grants Paid $0

Salaries & Benefits $76,893,009

Fundraising Expenses $0

Program Expenses $162,643,329

Other Expenses $97,634,496

TOTAL EXPENSES $174,527,505

Year-over-Year Comparison

	2024	2023	Change
Revenue	$182,022,578	$161,785,464	+0.1%
Expenses	$174,527,505	$151,896,390	+0.1%
Net Income	$7,495,073	$9,889,074	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

1046

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

$1,367,099

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVE WILBUR	CHAIR	4.00	Officer Director	$0	$0	$0
JOSE SANDOVAL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
PETER CASCIANI	TREASURER	2.00	Officer Director	$0	$0	$0
JOYCE ROBINSON	SECRETARY	1.00	Officer Director	$0	$0	$0
MARGARITA BUITRAGO	BOARD MEMBER	2.00	Director	$0	$0	$0
MARLEN GOMEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREW LEVEY	BOARD MEMBER	1.00	Director	$0	$0	$0
EVAN PAN	BOARD MEMBER	1.00	Director	$0	$0	$0
INGA RODRIGUEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
RANDY WINES	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL F PULVER	CHIEF EXECUTIVE OFFICER	40.00	Officer	$456,786	$45,371	$502,157
DOMINIC ALPUCHE	CFO & COO	40.00	Officer	$335,771	$40,236	$376,007
TRACY LYNCH	CHIEF PROGRAM OFFICER	40.00	Officer	$221,544	$29,821	$251,365
JOHANNA G ATIENZA	CHIEF GROWTH AND INNOVATIONS OFFICER	40.00	Officer	$196,017	$41,553	$237,570
LESLIE ANNE CARMELL VICE	PRES. OF COMMUNICATIONS & PUBLIC RELATIONS	40.00	Highest	$214,253	$33,038	$247,291
JOSEPHINE T CARPENTER VICE	PRESIDENT OF FINANCE (THRU 01/06/25)	40.00	Highest	$176,377	$26,900	$203,277
MELISSA TAKEDA	DIRECTOR OF HUMAN RESOURCE	40.00	Highest	$174,936	$31,359	$206,295
KIMBERLY DOBSON GARCIA VICE	PRES OF STRAT INIT (THRU 06/30/25)	40.00	Highest	$174,446	$19,512	$193,958
MILDRED BALDERRAMA VICE	PRES. OF EARLY LEARNING PROGRAMS	40.00	Highest	$167,716	$26,152	$193,868

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	$182,022,578	$174,527,505	$134,748,353	$7,495,073
2024	No data	No data	No data	No data
2023	$142,117,417	$133,374,343	$91,648,887	$8,743,074
2023	$142,117,417	$133,374,343	$91,648,887	$8,743,074
2022	$111,144,756	$108,020,382	$51,691,710	$3,124,374
2021	$104,312,259	$101,749,320	$50,858,117	$2,562,939
2020	$107,107,070	$101,746,338	$43,910,181	$5,360,732
2019	$101,288,973	$98,138,983	$38,615,550	$3,149,990
2018	$92,069,502	$89,908,160	$32,225,648	$2,161,342

OPTIONS FOR LEARNING