Nonprofit · EIN 16-1727094
PACIFIC CHARTER INSTITUTE INC
Also known as HERITAGE PEAK & HUMANE EDUCATION
Tax-exempt · SACRAMENTO, CA 95815
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $53,661,041 | $52,101,982 | $1,559,059 | $27,396,996 | $3,684,312 | $23,712,684 |
| June 30, 2024 | 990 (amended) | $50,883,818 | $46,964,473 | $3,919,345 | $23,827,079 | $1,673,455 | $22,153,624 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $53,661,041
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,945,161
- Other salaries and wages
- $21,419,551
- Salaries, compensation and benefits (total)
- $33,527,017
- Professional fundraising fees
- $0
- Legal fees
- $255,260
- Accounting fees
- $64,984
- Occupancy
- $2,583,753
- Program services (functional)
- $49,051,018
- Management and general (functional)
- $3,051,964
Balance sheet and other
- Total assets, start of year
- $23,827,079
- Total assets, end of year
- $27,396,996
- Total liabilities, end of year
- $3,684,312
- Net assets, end of year
- $23,712,684
- Gross receipts
- $53,661,041
- Employees
- 378
- Volunteers
- 0
- Year formed
- 2005
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Paul Keefer | Executive Director Officer, Key employee, Highest-paid employee | 40 | $267,739 |
| Heather Mariano | Executive Director Key employee, Highest-paid employee | 40 | $214,105 |
| Catherine Ward-Mikes | Director Key employee, Highest-paid employee | 40 | $199,913 |
| Timothy Ribota | Director of Education Services Key employee, Highest-paid employee | 40 | $187,372 |
| Danielle Franco-Matteoli | Director of Operations Key employee, Highest-paid employee | 40 | $185,450 |
| Yolanda Villegas | Director Key employee, Highest-paid employee | 40 | $168,172 |
| Catherine Fiddy | Director of Human Resources Key employee, Highest-paid employee | 40 | $163,074 |
| Leslie Leedy | Assistant Director Highest-paid employee | 40 | $157,519 |
| Suzanne Marczak | Director Key employee, Highest-paid employee | 40 | $151,255 |
| Jonathan Chao | Business Accounting Manager Key employee, Highest-paid employee | 40 | $150,049 |
| Daniel McLaughlin | Assistant Director Highest-paid employee | 40 | $149,207 |
| Kenneth Pierce | Information Technology Manager Highest-paid employee | 40 | $141,318 |
| Sylvia Enriquez | Assistant Director Highest-paid employee | 40 | $137,559 |
| Eric Garber | Principal Key employee, Highest-paid employee | 40 | $137,510 |
| Stacie Jones | Assistant Director Highest-paid employee | 40 | $134,602 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Nancy Bean | Principal Key employee, Highest-paid employee | 40 | $120,521 |
| Judy Miller | Board Chairman Trustee or director | 0 | $0 |
| John Brennan | Board Vice Chairman Trustee or director | 0 | $0 |
| Jean-Paul Prentice PhD | Board Member Trustee or director | 0 | $0 |
| Joshua Modlin | Board Member Trustee or director | 0 | $0 |
| Candine Lamarche | Board Member Trustee or director | 0 | $0 |
| Alpana Carey | Board Member Trustee or director | 0 | $0 |
| Jarrett Osborne-Revis | Board Member Trustee or director | 0 | $0 |
990 for the year ended June 30, 2024: 23 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Paul Keefer | Executive Director Key employee, Highest-paid employee | 40 | $255,274 |
| Heather Marshall | Senior Director Key employee | 40 | $204,216 |
| Catherine Ward-Mikes | Director Key employee | 40 | $185,580 |
| Timothy Ribota | Director of Education Services Key employee | 40 | $177,207 |
| Danielle Franco-Matteoli | Director of Operations Key employee | 40 | $176,620 |
| Yolanda Villegas | Director Key employee | 40 | $160,511 |
| Catherine Fiddy | Director of Human Resources Key employee | 40 | $154,552 |
| Leslie Leedy | Assistant Director | 40 | $150,236 |
| Dan McLaughlin | Assistant Director | 40 | $142,370 |
| Suzanne Marczak | Director Key employee | 40 | $140,398 |
| Jonathan Chao | Business Accounting Manager Key employee | 40 | $136,436 |
| Eric Garber | Principal Key employee | 40 | $135,070 |
| Kenny Pierce | Information Technology Manager | 40 | $134,649 |
| Stacie Jones | Assistant Director | 40 | $128,461 |
| Ray Woodbeck | Instructional Coach | 40 | $125,374 |
| Nancy Bean | Principal Key employee | 40 | $114,861 |
| Judy Miller | Board Chairman Trustee or director | 0 | $0 |
| John Brennan | Board Vice Chairman Trustee or director | 0 | $0 |
| Jean-Paul Prentice PhD | Board Member Trustee or director | 0 | $0 |
| Joshua Modlin | Board Member Trustee or director | 0 | $0 |
| Candine Lamarche | Board Member Trustee or director | 0 | $0 |
| Alpana Carey | Board Member Trustee or director | 0 | $0 |
| Jarrett Osborne-Revis | Board Member | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2241 HARVARD ST STE 310, SACRAMENTO, CA 95815-3332
- In care of
- % PAUL KEEFER
- Principal officer (990 for 2024)
- PAUL KEEFER, 2241 HARVARD STREET, SUITE 310, SACRAMENTO, CA 95815
- Signed the 990
- Jonathan Chao, Chief Business Officer
- Phone
- (866) 992-9033
- Website
- www.pacificcharters.org
California records
California keeps its own records of charities and corporations. Search them by EIN 16-1727094 or by the name PACIFIC CHARTER INSTITUTE INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
The mission of PCI is to provide students an individualized educational program based on the academic triad. The teacher parent and student work together to develop a unique program specific to the students needs. Our goal is to equip each student with skills knowledge and values to participate meaningfully in a pluralistic world.
Program accomplishments
- PCI provided over 3,300 students with a quality individualized educational program.Expenses $52,101,982
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 16-1727094
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2006
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $27,396,996
- Income (IRS master file)
- $53,661,041
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $53,661,041 | $52,101,982 | $27,396,996 | XML |
| 990 | June 2024 | $50,883,818 | $46,964,473 | $23,827,079 | IRS |
| 990 | June 2023 | $46,734,825 | $9,740,042 | $22,605,974 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 16-1727094).
Questions about PACIFIC CHARTER INSTITUTE INC
- What is the EIN of PACIFIC CHARTER INSTITUTE INC?
- The employer identification number (EIN) of PACIFIC CHARTER INSTITUTE INC is 16-1727094.
- Is PACIFIC CHARTER INSTITUTE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to PACIFIC CHARTER INSTITUTE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PACIFIC CHARTER INSTITUTE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PACIFIC CHARTER INSTITUTE INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PACIFIC CHARTER INSTITUTE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of PACIFIC CHARTER INSTITUTE INC?
- The 990 for the year ended June 30, 2025 names PAUL KEEFER.
- Who are the officers and directors of PACIFIC CHARTER INSTITUTE INC?
- The 990 for the year ended June 30, 2025 lists 23 people; 16 received compensation from the organization, the highest $267,739 (Paul Keefer, Executive Director).
- How much revenue does PACIFIC CHARTER INSTITUTE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $53,661,041, expenses of $52,101,982 and total assets of $27,396,996 at year end.
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