THE ACADEMIES CHARTER MANAGEMENT O… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

KARIN AURE

Phone

5594294351

Tax Period

2024-07-01 to 2025-06-30

THE ACADEMIES CHARTER MANAGEMENT ORGANIZATION, founded in 2010, is a mid-sized nonprofit in the Education sector that reported $11.6M in total revenue in fiscal year 2024. Expenses of $11.2M left a modest 3% surplus.

Mission

TO ENGAGE EVERY STUDENT IN A MANNER WHICH CULTIVATES GROWTH AND NURTURES THEIR CURIOSITY, CREATIVITY, AND TALENTS. THE COLLABORATIVE COMMUNITY EMPOWERS STUDENTS TO GROW INTO SELF-DIRECTED THINKERS AND VIRTUOUS CITIZENS, EQUIPPED WITH A LOVE OF LEARNING AND A LOVE OF LIFE; EAGER TO CONTRIBUTE THEIR GIFTS TO A BETTER, MORE EQUITABLE WORLD.

Program Service Accomplishments

Program 1

Expenses: $10,230,677 Revenue: $162,162

OPERATION OF TWO TUITION-FREE TK-8 PUBLIC CHARTER SCHOOLS IN VISALIA: SYCAMORE VALLEY ACADEMY AND BLUE OAK ACADEMY. OUR SCHOOLS OFFER A SITE-BASED, ACADEMICALLY ACCELERATED INSTRUCTIONAL PROGRAM WITH MULTI-AGE GROUPING, DIFFERENTIATION, PROJECT-BASED LEARNING ("PBL"), GIFTED EDUCATION FOR ALL STUDENTS, DEVELOPMENT OF SCHOLARLY HABITS OF MIND, ENRICHED CURRICULUM (INCLUDING SPANISH LANGUAGE, HANDS-ON SCIENCE, SERVICE-LEARNING, AND ARTS INSTRUCTION), SOCIAL AND EMOTIONAL LEARNING ("SEL"), AUTHENTIC ASSESSMENT, MASTERY ORIENTATION, AND COLLABORATION IN THE WHOLE SCHOOL COMMUNITY. WE SUPPORT THE INDIVIDUAL NEEDS OF ALL STUDENTS, INCLUDING THOSE WHO HAVE THE DESIRE TO WORK AHEAD OR WORK DEEPER IN THEIR STUDIES AND THOSE WHO NEED EXTRA SUPPORTS TO SUCCEED.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $11,408,014

Program Service Revenue $162,162

Investment Income $7,347

Other Revenue $12,587

TOTAL REVENUE $11,590,110

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,953,240

Fundraising Expenses $15,977

Program Expenses $10,230,677

Other Expenses $2,268,216

TOTAL EXPENSES $11,221,456

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,590,110	$11,478,604	+0.0%
Expenses	$11,221,456	$10,963,003	+0.0%
Net Income	$368,654	$515,601	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

213

Volunteers

382

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

$234,807

Total Directors

Key Employees

$190,710

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEX TIETJEN	CHAIR	2.00	Officer Director	$0	$0	$0
CRISTINA GUTIERREZ	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MARY ACEVES	SECRETARY	2.00	Officer Director	$0	$0	$0
MARILOU MONSIVAIS	TREASURER	2.00	Officer Director	$0	$0	$0
HAROLD ROLLIN ESQ	MEMBER	2.00	Director	$0	$0	$0
CRAIG WHEATON EDD	MEMBER	2.00	Director	$0	$0	$0
SHERIDYN BLAIN	MEMBER	2.00	Director	$0	$0	$0
DONYA BALL	SUPERINTENDENT	40.00	Officer	$187,519	$47,288	$234,807
COREY MORSE	PRINCIPAL, SVA	40.00	Key Emp	$151,163	$39,547	$190,710
STACI SOARES	PRINCIPAL, BOA	40.00	Highest	$146,235	$28,660	$174,895
JUDAH TANNER	DIRECTOR OF SPED	40.00	Highest	$141,138	$26,013	$167,151
CRISTINA JOHNSON	INSTRUCTIONAL COACH	40.00	Highest	$117,618	$21,944	$139,562
CHRISSY GARTUNG	TEACHER	40.00	Highest	$113,687	$31,369	$145,056
JENNIFER LEE DENHAM	INSTRUCTIONAL COACH	40.00	Highest	$113,153	$31,331	$144,484

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	$11,590,110	$11,221,456	$17,469,942	$368,654
2024	$11,478,604	$10,958,419	$17,651,920	$520,185
2023	$9,255,687	$8,610,863	$16,530,760	$644,824
2022	$7,935,535	$7,631,207	$4,576,549	$304,328
2021	$7,578,059	$6,607,695	$3,887,389	$970,364
2020	$5,880,141	$5,901,616	$3,342,481	$-21,475
2019	$5,612,693	$5,547,928	$2,279,357	$64,765
2018	$5,144,205	$4,851,622	$2,180,058	$292,583

THE ACADEMIES CHARTER MANAGEMENT ORGANIZATION