PACIFIC RESOURCES FOR EDUCATION AND LEARNING (EIN 990279789) - 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

1990

Legal Domicile

Principal Officer

PAUL HADIK

Phone

8084411300

Tax Period

2022-10-01 to 2023-09-30

PACIFIC RESOURCES FOR EDUCATION AND LEARNING, founded in 1990, is a community nonprofit in the Social Science sector that reported $4.1M in total revenue in fiscal year 2022.

Mission

TO ASSIST EDUCATION, GOVERNMENT, COMMUNITY AGENCIES, BUSINESS AND LABOR IN MAINTAINING CULTURAL LITERACY AND IMPROVING QUALITY AND EQUALITY IN EDUCATIONAL PROGRAMS BY: (A) DEVELOPING AND DISSEMINATING EFFECTIVE EDUCATION PRODUCTS AND PROCEDURES; (B) CONDUCTING RESEARCH ON EDUCATIONAL NEEDS AND ISSUES; (C) PROVIDING TECHNICAL ASSISTANCE IN EFFECTIVE EDUCATION; (D) EVALUATING EFFECTIVENESS OF EDUCATIONAL PROGRAMS AND PROJECTS; (E) PROVIDING TRAINING IN EDUCATIONAL PLANNING, MANAGEMENT, EVALUATION, AND INSTRUCTION; (F) SERVING AS AN INFORMATION RESOURCE ON EFFECTIVE EDUCATIONAL PROGRAMS AND PROCESSES; (G) PROVIDING A FORUM FOR DISCUSSING AND RESOLVING EDUCATIONAL ISSUES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $4,051,516

Program Service Revenue $0

Investment Income $25,668

Other Revenue $1,559

TOTAL REVENUE $4,078,743

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,281,992

Fundraising Expenses $0

Program Expenses $3,316,920

Other Expenses $1,798,870

TOTAL EXPENSES $4,080,862

Year-over-Year Comparison

	2022	2021	Change
Revenue	$4,078,743	$3,997,170	+0.0%
Expenses	$4,080,862	$3,965,446	+0.0%
Net Income	$-2,119	$31,724	-1.1%

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

$314,048

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VIC ANGOCO	BOARD CHAIR	1.00	Director	$0	$0	$0
DR MARY A Y OKADA	SECRETARY	1.00	Director	$0	$0	$0
NATHAN T OKUBO	FORMER DIREC	1.00	Director	$0	$0	$0
JUDITH T WON PAT	DIRECTOR	1.00	Director	$0	$0	$0
DR PATRICK TELLEI	DIRECTOR	1.00	Director	$0	$0	$0
JAQUELINE QUITUGUA	DIRECTOR	1.00	Director	$0	$0	$0
MAX YARAWAMAI	FORMER DIREC	1.00	Director	$0	$0	$0
PAUL HADIK	PRESIDENT &	40.00	Officer	$141,845	$20,719	$162,564
JASON WEINHEIMER	DIRECTOR OF	40.00	Officer	$140,462	$11,022	$151,484
MELLY WILSON	DIR, RESEARC	40.00	Highest	$147,113	$19,963	$167,076
LORI PHILLIPS	DIR OF SCHOO	40.00	Highest	$117,708	$22,747	$140,455
HENDRICK CHO	DIR, ACCT. &	40.00	Highest	$105,969	$16,050	$122,019
LYNETTE VILLAGOMEZ	SNR RESEARCH	40.00	Highest	$101,840	$9,742	$111,582
CORRIN BARROS	DIR, PLANNIN	40.00	Highest	$135,830	$17,588	$153,418

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
2023	$4,078,743	$4,080,862	$1,444,568	$-2,119
2022	$3,997,170	$3,965,446	$937,643	$31,724
2021	$3,438,203	$3,472,058	$1,081,845	$-33,855
2020	$2,778,782	$2,801,346	$1,044,824	$-22,564
2019	$2,895,571	$3,332,193	$1,098,900	$-436,622
2018	$3,268,200	$3,906,252	$1,427,695	$-638,052

PACIFIC RESOURCES FOR EDUCATION AND LEARNING