ALTUS SCHOOLS SAN DIEGO (EIN 330929350) - 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

2003

Legal Domicile

Principal Officer

LYNNE H ALIPIO

Phone

8586782020

Tax Period

2024-07-01 to 2025-06-30

ALTUS SCHOOLS SAN DIEGO, founded in 2003, is a mid-sized nonprofit in the Education sector that reported $38.1M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $34.7M left a modest 9% surplus.

Mission

TO SUPPORT AND BENEFIT, AND CARRY OUT THE PURPOSES OF ALTUS SCHOOLS THE CHARTER SCHOOL OF SAN DIEGO, A CALIFORNIA PUBLIC CHARTER SCHOOL AND B SUCH OTHER PUBLIC CHARTER SCHOOLS AS MAY BE ESTABLISHED TO PROVIDE PUBLIC EDUCATION.

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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 $37,127,625

Program Service Revenue $128,785

Investment Income $824,473

Other Revenue $0

TOTAL REVENUE $38,080,883

Expense Breakdown

Grants Paid $0

Salaries & Benefits $23,696,915

Fundraising Expenses $0

Program Expenses $30,690,760

Other Expenses $11,018,345

TOTAL EXPENSES $34,715,260

Year-over-Year Comparison

	2024	2023	Change
Revenue	$38,080,883	$42,649,531	-0.1%
Expenses	$34,715,260	$35,370,581	0.0%
Net Income	$3,365,623	$7,278,950	-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

187

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

$960,454

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY SEARCY BIXBY	President & CEO	24.00	Officer	$260,405	$113,621	$547,629
LYNNE H ALIPIO	CFO	24.00	Officer	$180,517	$111,963	$412,825
TIMOTHY TUTER	DEPUTY SUPERINTENDENT	24.00		$165,026	$84,175	$358,962
TIFFANY YANDELL	DIRECTOR OF OPERATIONS & TECHNOLOGY	24.00		$129,477	$90,291	$308,785
Veneeta Chan	Finance Admin	24.00		$99,322	$76,026	$242,845
CATHRYN RAMBO	DEAN OF ACADEMICS	24.00		$103,582	$64,606	$238,575
Jay Garrity	ADMINISTRATOR	24.00		$102,272	$63,929	$234,283
Aaron Smith	PSYCHOLOGIST	24.00		$98,166	$63,143	$228,614
John Rohlf	Psychologist	24.00		$97,460	$62,808	$226,459
Timothy Morton	Chairman	2.00	Director	$0	$0	$0
SCOTT BARTON	Director	2.00	Director	$0	$0	$0
DAVID CREAN	Director	2.00	Director	$0	$0	$0
ERIC SCHWEINFURTER	Director	2.00	Director	$0	$0	$0
Admiral Len Hering	Director	2.00	Director	$0	$0	$0
Chris Megison	Director	2.00	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	$38,080,883	$34,715,260	$65,411,857	$3,365,623
2024	$42,649,531	$35,370,581	$63,277,836	$7,278,950
2023	$33,467,839	$34,628,471	$58,889,593	$-1,160,632
2022	$36,366,073	$31,279,406	$48,569,092	$5,086,667
2021	$32,472,073	$32,031,007	$53,566,355	$441,066
2020	$30,132,469	$29,358,019	$46,726,992	$774,450
2019	$30,256,622	$29,196,583	$41,968,497	$1,060,039
2018	$27,329,818	$26,679,549	$40,955,453	$650,269

ALTUS SCHOOLS SAN DIEGO