VALLEY CHARTER SCHOOLS (EIN 270174003) - 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

2009

Legal Domicile

Principal Officer

CAROLYN YAFFE

Phone

8188106713

Tax Period

2024-07-01 to 2025-06-30

VALLEY CHARTER SCHOOLS, founded in 2009, is a mid-sized nonprofit in the Education sector that reported $10.7M in total revenue in fiscal year 2024.

Mission

TO OPERATE TWO CALIFORNIA PUBLIC CHARTER SCHOOLS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $10,614,739

Program Service Revenue $0

Investment Income $92,581

Other Revenue $18,822

TOTAL REVENUE $10,726,142

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,874,301

Fundraising Expenses $25,714

Program Expenses $8,892,580

Other Expenses $4,573,452

TOTAL EXPENSES $10,447,753

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,726,142	$10,126,976	+0.1%
Expenses	$10,447,753	$9,588,402	+0.1%
Net Income	$278,389	$538,574	-0.5%

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

120

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

$275,175

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROLYN YAFFE	EXECUTIVE DIRECTOR	40.00	Officer	$194,834	$80,341	$275,175
ELIZABETH ADAMS	PRINCIPAL, VCES	40.00	Highest	$131,738	$58,972	$190,710
BRENDA SADEGHI	PRINCIPAL, VCMS	40.00	Highest	$132,118	$41,318	$173,436
ALICIA PAOLETTA	PSYCHOLOGIST, VCMS	40.00	Highest	$102,125	$45,197	$147,322
JONI ANGEL	CHAIR	2.00	Officer Director	$0	$0	$0
HALEIGH IKE	TREASURER	2.00	Officer Director	$0	$0	$0
ANGELA SALDIVAR	SECRETARY	1.00	Officer Director	$0	$0	$0
RACHEL HAZLEHURST	DIRECTOR	1.00	Director	$0	$0	$0
MARIANNA PINERUA	DIRECTOR	1.00	Director	$0	$0	$0
ROHIT SHARMA	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN TIONGCO	DIRECTOR	1.00	Director	$0	$0	$0

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	$10,726,142	$10,447,753	$9,221,551	$278,389
2024	$10,126,976	$9,588,402	$9,028,414	$538,574
2023	$9,219,360	$8,697,300	$8,452,929	$522,060
2022	$8,215,535	$7,262,174	$5,413,607	$953,361
2021	$6,295,706	$6,568,454	$4,588,386	$-272,748
2020	$6,884,105	$6,802,727	$5,065,944	$81,378
2019	$6,897,100	$6,561,241	$4,298,701	$335,859
2018	$6,358,033	$5,890,166	$3,425,501	$467,867

VALLEY CHARTER SCHOOLS