THE ACADEMIES CHARTER MANAGEMENT ORGANIZATION

EIN: 371638700 501(c)(3) Education

VISALIA, CA

Total Revenue
$11,590,110
Total Expenses
$11,221,456
Total Assets
$17,469,942
Net Assets
$4,165,562
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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
CA
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

OPERATION OF TWO TK-8 PUBLIC CHARTER SCHOOLS: SYCAMORE VALLEY ACADEMY AND BLUE OAK ACADEMY.

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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%)

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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
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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

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Governance

Voting Members
7
Independent Members
7
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
5
$234,807
Total Directors
7
$0
Key Employees
1
$190,710
Highest Compensated
5
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
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