ALTA VISTA PUBLIC CHARTER INC

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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

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.

Program Service Accomplishments

Program 1

Expenses: $36,457,224

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...

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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 (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

Governance

Voting Members

Independent Members

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

$434,009

Total Directors

$91,150

Key Employees

Highest Compensated

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