ALTA VISTA PUBLIC CHARTER INC

EIN: 270951554 501(c)(3) Education

VALENCIA, CA

Total Revenue
$43,737,027
Total Expenses
$40,062,938
Total Assets
$18,045,719
Net Assets
$10,593,718
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2009
Legal Domicile
CA
Principal Officer
JERI VINCENT
Phone
6612721225
Tax Period
2023-07-01 to 2024-06-30

ALTA VISTA PUBLIC CHARTER INC, founded in 2009, is a mid-sized nonprofit in the Education sector that reported $43.7M in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $40.1M left a modest 8% surplus.

Mission

The mission of Alta Vista Public Charter, Inc. is to provide a student-centered, high-quality education for all learners through a safe, supportive, trauma-informed community where students are encouraged to self-advocate, take control of their education, and explore new opportunities and skills in the pursuit of becoming contributing members of society.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $43,729,314
Program Service Revenue $0
Investment Income $7,713
Other Revenue $0
TOTAL REVENUE $43,737,027

Expense Breakdown

Grants Paid $0
Salaries & Benefits $27,075,404
Fundraising Expenses $0
Program Expenses $36,457,224
Other Expenses $12,987,534
TOTAL EXPENSES $40,062,938

Year-over-Year Comparison

2023 2022 Change
Revenue $43,737,027 $33,585,016 +0.3%
Expenses $40,062,938 $30,311,823 +0.3%
Net Income $3,674,089 $3,273,193 +0.1%
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

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Governance

Voting Members
5
Independent Members
5
Employees
414
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
2
$434,009
Total Directors
6
$91,150
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JERI VINCENT CFO 4.00
Officer
$24,176 $40,084 $218,548
JEFF BROWN CEO 4.00
Officer
$24,024 $38,123 $215,461
JEFFREY MARTINEAU VP CHARTER RELATIONS 4.00
$24,804 $32,357 $215,448
JENNA M YEZARSKI-UNIS PRINCIPAL 40.00
$148,193 $58,733 $206,926
SHELLIE HANES AREA SUPERINTENDENT 4.00
$28,864 $11,730 $190,268
KARL D ROMERO ASST PRINCIPAL 40.00
$157,782 $24,592 $182,374
HAYLEY M MALLOZZI PRINCIPAL 40.00
$132,662 $38,039 $170,701
FERNANDO SERRANO ASST PRINCIPAL 40.00
$134,674 $23,731 $158,405
JESSE M TAYLOR PRINCIPAL 40.00
$128,444 $20,759 $149,203
LINDSAY REESE AREA SUPERINTENDENT 12.00
$71,666 $11,403 $83,069
JANET WILSON REGIONAL VP 12.00
$67,887 $9,540 $77,427
CAROL STANFORD Director 1.00
Director
$11,550 $0 $22,200
CLAUDETTE BECK Director 1.00
Director
$11,550 $0 $19,250
MICHAEL MOLLOY Director 1.00
Director
$11,550 $0 $19,250
JOHN DORTCH Director 1.00
Director
$11,550 $0 $18,900
BARBARA WILLIBRAND Director 1.00
Director
$11,550 $0 $11,550
VICTORIA HANCOCK 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 No data No data No data No data
2024 $43,737,027 $40,062,938 $18,045,719 $3,674,089
2023 $33,585,016 $30,311,823 $15,046,796 $3,273,193
2022 $21,452,237 $19,621,622 $7,625,577 $1,830,615
2021 $17,710,750 $16,423,215 $6,498,716 $1,287,535
2021 $17,710,750 $16,423,215 $6,498,716 $1,287,535
2020 $16,689,542 $16,360,046 $5,368,790 $329,496
2019 $7,424,069 $8,356,055 $2,167,181 $-931,986
2018 $13,237,625 $16,676,189 $2,347,344 $-3,438,564
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