CALIFORNIA VIRTUAL ACADEMY AT SAN JOAQUIN (EIN 320208787) - 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

2007

Legal Domicile

Principal Officer

PENNY WILKINS

Phone

8055810202

Tax Period

2023-07-01 to 2024-06-30

CALIFORNIA VIRTUAL ACADEMY AT SAN JOAQUIN, founded in 2007, is a mid-sized nonprofit in the Education sector that reported $42.3M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE TUITION-FREE VIRTUAL EDUCATION THROUGH TECHNOLOGY.

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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 $42,113,154

Program Service Revenue $0

Investment Income $0

Other Revenue $152,081

TOTAL REVENUE $42,265,235

Expense Breakdown

Grants Paid $0

Salaries & Benefits $19,653,223

Fundraising Expenses $0

Program Expenses $33,923,765

Other Expenses $21,540,463

TOTAL EXPENSES $41,193,686

Year-over-Year Comparison

	2023	2022	Change
Revenue	$42,265,235	$35,494,476	+0.2%
Expenses	$41,193,686	$34,639,786	+0.2%
Net Income	$1,071,549	$854,690	+0.3%

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

115

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATE NELSON	PRESIDENT (LEFT 6/24)	1.00	Officer Director	$0	$0	$0
PENNY WILKINS	SECRETARY	1.00	Officer Director	$0	$0	$0
DANA TAYLOR	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS PERRY	BOARD MEMBER (JOINED 3/24)	1.00	Director	$0	$0	$0
MICHELLE BREITMAIER	DISTRICT REPRESENTATIVE (JOINED 3/24)	1.00	Director	$0	$0	$0
LAURIE FRACOLLI	DISTRICT REPRESENTATIVE (LEFT 12/23)	1.00	Director	$0	$0	$0
JASON JONES	DISTRICT REPRESENTATIVE (LEFT 3/24)	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	$42,265,235	$41,193,686	$14,133,046	$1,071,549
2023	$35,494,476	$34,639,786	$11,602,727	$854,690
2022	$31,443,941	$31,026,682	$7,811,993	$417,259
2021	$20,159,200	$20,159,200	$11,960,178	No data
2020	$16,302,177	$16,302,177	$4,056,286	No data
2019	$14,053,902	$14,053,902	$3,027,433	No data
2018	$14,312,815	$14,312,815	$2,549,384	No data

CALIFORNIA VIRTUAL ACADEMY AT SAN JOAQUIN