Pathway Society Inc

Nonprofit profile at a glance

EIN
941688522
IRS 990 coverage
2019–2024
Forms available
Form 990 2024
Location
San Jose, CA, USA
Phone
4089825599
Rating
80
Verdict
STRONG
Rating confidence
Moderate
Sector
Alcohol, Drug and Substance Abuse, Dependency Prevention and Treatment

Official website

Reported finances

Revenue
$19,032,161
Expenses
$15,994,926
Assets
$9,151,531
Liabilities
$3,240,724

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • GARY MONTREZZA (CEO / EXECUTIVE DIRECTOR)

Highest reported compensation

  • GARY MONTREZZA (CEO / EXECUTIVE DIRECTOR): $267,355 total reported compensation
  • TIANNA DAVIDOW (DIRECTOR OF MANAGED CARE): $211,384 total reported compensation
  • TABITHA MCJUNKINS (NURSE PRACTITIONER): $208,301 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Pathway society, inc. Exists to provide services that promote the development of individual wellness. This mission is accomplished through programe designed to provide information, education, intervention, (continued on sch. O)and treatment in the substance abuse field. These programs will foster the identification of socially acceptable alternative activities and promote positive, healthy lifestyles.

What it reported doing in 2024

Residential services - residential inpatient substance use treatment programs provide co-ocurring services to clients and drug medi-cal beneficiaries by offering opportunities through targeted interventions to rehabilitate their lives and embrace the skills of independent, responsible and productive living, free of drugs and alcohol in a safe and secure environment. Also known as transitional housing, recovery residence provides a safe, clean and sober environment where clients can live for a transitional period as they continue to work on their substance abuse issues in an outpatient setting, prepare for employment and seek an independent and safe living condition. In fiscal year 2025, residential services were provided to 1208 clients (continued on sch. O)with an average length of stay of 30 days for residential and 7 days for withdrawal management program. A total of 15,657 bed days were occupied by recovery residence clients.

Operating model

Revenue model
Grant-funded. 99% of the money available for current operations came from government grants.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 79
  • Transparency & Controls: 79
  • Accountability: 88
  • Sustainability: 50
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 71.8%; rating input score 72
  • Program expense ratio: 85.4%; rating input score 85
  • Fundraising efficiency: $1,927.69 raised per $1 spent on fundraising; rating input score 98; 98th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 80%; rating input score 80; 16th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 16%; rating input score 78; 78th percentile among comparable filings
  • Total-asset coverage ratio: 0.57; rating input score 19; 19th percentile among comparable filings
  • Liabilities to assets ratio: 0.35; rating input score 41; 41st percentile among comparable filings
  • Officer compensation ratio: 9.6%; rating input score 22; 22nd percentile among comparable filings

Growth

  • Program expense growth: 8.1% per year; rating input score 100; 62nd percentile among comparable filings
  • Revenue growth: 11.4% per year; rating input score 100; 79th percentile among comparable filings
  • Asset growth: 16.7% per year; rating input score 100; 84th percentile among comparable filings

Details

  • Where the money goes: 71.8% of revenue deployed · 85.4% of spending went to programs
  • Governance: 4 of 5 board members independent · 9 of 9 filing controls reported
  • Programs: 3 filed program accomplishments · $13.7M in reported program spending
  • Leadership: top reported pay $267K · 12 people listed · 3 of 6 pay-setting controls reported
  • Consistency: 32 of 32 current checks pass
  • Schedules: 5 filed schedules · includes major donors and executive pay
  • Filing history: 6 filing years from 2019 to 2024
  • Contacts: How to reach this organization
  • Money network: 12 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Total-asset coverage ratio scored 19/100.
  • High — Sustainability: Officer compensation ratio scored 22/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 41/100.