ALTA VISTA SCHOOL (EIN 272889011) - 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

2010

Legal Domicile

Principal Officer

ROB COUSINS

Phone

4154673700

Tax Period

2024-07-01 to 2025-06-30

ALTA VISTA SCHOOL, founded in 2010, is a mid-sized nonprofit in the Education sector that reported $15.7M in total revenue in fiscal year 2024.

Mission

ALTA VISTA SCHOOL PROVIDES ELEMENTARY AND MIDDLE SCHOOL EDUCATION TO ENROLLED STUDENTS.

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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 $2,163,896

Program Service Revenue $13,522,927

Investment Income $15,254

Other Revenue $0

TOTAL REVENUE $15,702,077

Expense Breakdown

Grants Paid $1,669,145

Salaries & Benefits $10,055,253

Fundraising Expenses $347,198

Program Expenses $13,290,339

Other Expenses $4,218,925

TOTAL EXPENSES $15,943,323

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,702,077	$16,058,899	0.0%
Expenses	$15,943,323	$15,587,719	+0.0%
Net Income	$-241,246	$471,180	-1.5%

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

100

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

$318,159

Total Directors

Key Employees

$430,501

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH DREW	OUTGOING PRESIDENT	2.00	Director	$0	$0	$0
MARY SZCZEPANIK	PRESIDENT	2.00	Officer Director	$0	$0	$0
STEPHEN PERKINS	TREASURER	2.00	Officer Director	$0	$0	$0
JOMA JONES	SECRETARY	2.00	Officer Director	$0	$0	$0
PHILIP ZEYLIGER	AT-LARGE EXECUTIVE COMMITTEE MEMBERS:	2.00	Director	$0	$0	$0
MICHELLE JOHNSON	AT-LARGE EXECUTIVE COMMITTEE MEMBERS	2.00	Director	$0	$0	$0
MANJARI BAVISHI	TRUSTEE	2.00	Director	$0	$0	$0
KIMI PETERS	TRUSTEE	2.00	Director	$0	$0	$0
LAUREN LIPPMAN	TRUSTEE	2.00	Director	$0	$0	$0
SARAH ROSE	TRUSTEE	2.00	Director	$0	$0	$0
TANIA SHAH	TRUSTEE	2.00	Director	$0	$0	$0
KATE LONG	TRUSTEE	2.00	Director	$0	$0	$0
R ZACHARY THOMSON	TRUSTEE	2.00	Director	$0	$0	$0
ANDREW BLACHMAN	TRUSTEE	2.00	Director	$0	$0	$0
KAREN WHITAKER	TRUSTEE	2.00	Director	$0	$0	$0
LAUREN QUINT	TRUSTEE	2.00	Director	$0	$0	$0
PATTI KANGWANKIJ	TRUSTEE	2.00	Director	$0	$0	$0
KRUTHIKA KATRAGADDA	TRUSTEE	2.00	Director	$0	$0	$0
SAYA MCKENNA	TRUSTEE	2.00	Director	$0	$0	$0
ROB COUSINS	HEAD OF SCHOOL	40.00	Officer	$228,783	$15,630	$244,413
CHRISTINE KOIDIN	CHIEF FINANCIAL AND OPERATING OFFICER	40.00	Officer	$67,961	$5,785	$73,746
KATHLEEN GIBBONS	HEAD OF LOWER SCHOOL	40.00	Key Emp	$215,633	$18,567	$234,200
ELIZABETH DAVIS	HEAD OF MIDDLE SCHOOL	40.00	Key Emp	$179,576	$16,725	$196,301
NOA MENDLEVITCH	DIRECTOR OF ADVANCEMENT	40.00	Highest	$170,103	$8,036	$178,139
PNINA PRUZAN	BUSINESS MANAGER	40.00	Highest	$177,022	$26,451	$203,473
CARLOS AGUAYO	ATHLETICS DIR/MIDDLE SCHOO	40.00	Highest	$122,762	$13,926	$136,688
ABIGAIL MILLER	DIRECTOR OF ENROLLMENT MANAGEMENT	40.00	Highest	$145,608	$6,547	$152,155
JOANNE COHEN	SCHOOL COUNSELOR	40.00	Highest	$126,899	$21,393	$148,292
SEAN HAMER	FORMER HEAD OF SCHOOL	40.00		$183,103	$15,650	$198,753

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	$15,702,077	$15,943,323	$29,018,852	$-241,246
2024	$16,058,899	$15,587,719	$29,455,579	$471,180
2023	$14,495,410	$13,674,926	$28,940,829	$820,484
2022	$15,059,501	$12,966,232	$26,174,507	$2,093,269
2022	$15,029,501	$13,045,432	$26,144,507	$1,984,069
2021	$13,921,658	$12,137,656	$25,044,641	$1,784,002
2020	$10,776,796	$10,562,471	$9,230,322	$214,325
2019	$10,422,813	$9,575,529	$9,602,171	$847,284
2018	$8,426,242	$8,644,959	$7,316,701	$-218,717

ALTA VISTA SCHOOL