Status and standing
Is it real, and can you give to it?
Where the money goes
What each dollar paid for.
Statement of Functional Expenses
Financial health
Is it on solid ground?
Summary of the Filing
| FY2021 | $19.9M |
|---|---|
| FY2022 | $17.4M |
| FY2023 | $19.4M |
| FY2024 | $23.3M |
| FY2025 | $26.2M |
| FY2021 | $212K |
|---|---|
| FY2022 | $231K |
| FY2023 | $302K |
| FY2024 | $382K |
| FY2025 | $434K |
Balance Sheet
Statement of Revenue
Financial Metrics
Same NTEE category, revenue band, and state where available. Descriptive — not a grade.
| Metric | This org | Peer median | Percentile |
|---|---|---|---|
| Program ratio | 100% | — | — |
| Overhead ratio | 0.2% | — | — |
| Fundraising cost ratio | 0% | — | — |
| Revenue growth | 59% | — | — |
| Investment management fee ratio | 0.4% | — | — |
| Accounting fee ratio | 0.2% | — | — |
Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.
Leadership and pay
Who runs it, and what are they paid?
Officers, Directors & Key Employees
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Governance & Policies
- 5Voting board membersPt VI · Ln 1a
- 5Independent board membersPt VI · Ln 1b
- Conflict-of-interest policyPt VI · Ln 12aNo
- Whistleblower policyPt VI · Ln 13No
- Document retention policyPt VI · Ln 14No
- Top official’s pay independently reviewedPt VI · Ln 15aNo
- Family or business ties among leadersPt VI · Ln 2No
Mission and programs
What it does.
Manages contributions to benefit Pace School.
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Where the work happens
Trust established to invest and manage contributions exclusively for the benefit of pace school, an organization exempt from income tax, including, without limitations to same, such expenditures as: capital improvements; sabbatical leave for eligible staff; scholarships for students; staff development; new educational programs and…
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Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
Filing history
Every return on file.
| Year | Revenue | Expenses | Change | Filing |
|---|---|---|---|---|
| FY2025 Latest | $2.8M | $491K | -17% | 990 PDF |
| FY2024 Viewing | $3.4M | $403K | +59% | 990 PDF |
| FY2023 | $2.1M | $310K | +6% | 990 PDF |
| FY2022 | $2.0M | $292K | +50% | 990 PDF |
| FY2021 | $1.3M | $318K | 990 PDF |
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Schedules filed Part IV
Full filing: Form 990 for FY2024
Part IX · Statement of functional expenses $403,014 across 3 lines filed
Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.
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