SOUTH SUTTER CHARTER SCHOOL

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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

2006

Legal Domicile

Principal Officer

PATRICK RATCLIFF

Phone

5302953566

Tax Period

2024-07-01 to 2025-06-30

SOUTH SUTTER CHARTER SCHOOL, founded in 2006, is a mid-sized nonprofit in the Education sector that reported $41.3M in total revenue in fiscal year 2024. Expenses of $38.9M left a modest 6% surplus.

Mission

SOUTH SUTTER CHARTER SCHOOL IS AN INDEPENDENT STUDY CHARTER SCHOOL THAT PROVIDES A VOLUNTARY PUBLIC EDUCATIONAL CHOICE FOR FAMILIES OF STUDENTS WHO CHOOSE TO EDUCATE THEIR CHILDREN IN THE HOME ENVIRONMENT.

Program Service Accomplishments

Program 1

Expenses: $34,932,335

SOUTH SUTTER CHARTER SCHOOL SERVES STUDENTS IN GRADES TRANSITIONAL KINDERGARTEN THROUGH TWELVE WHO RESIDE IN THE FOLLOWING CALIFORNIA COUNTIES: SUTTER, BUTTE, COLUSA, YOLO, SACRAMENTO, PLACER AND...

SOUTH SUTTER CHARTER SCHOOL SERVES STUDENTS IN GRADES TRANSITIONAL KINDERGARTEN THROUGH TWELVE WHO RESIDE IN THE FOLLOWING CALIFORNIA COUNTIES: SUTTER, BUTTE, COLUSA, YOLO, SACRAMENTO, PLACER AND YUBA. THE SCHOOL SERVES STUDENTS THROUGH PERSONALIZED LEARNING AND SUPPORTING PARENTAL CHOICE IN EDUCATION, AND THE SCHOOL IS DEDICATED TO EXCELLENCE AND STRIVES TO PREPARE YOUNG PEOPLE TO EFFECTIVELY MEET THE CHALLENGES OF TOMORROW. THE SCHOOL BELIEVES IN EDUCATING EACH OF ITS STUDENTS FOR THE 21ST CENTURY BY PROVIDING INDIVIDUALIZED LEARNING OPPORTUNITIES THAT INCORPORATE PARENTAL PARTICIPATION, CHOICE AND INVOLVEMENT IN CURRICULA OFFERED IN PERSONALIZED LEARNING ENVIRONMENTS AND SMALL LEARNING COMMUNITIES.

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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 $37,036,270

Program Service Revenue $0

Investment Income $375,933

Other Revenue $3,886,550

TOTAL REVENUE $41,298,753

Expense Breakdown

Grants Paid $0

Salaries & Benefits $20,356,137

Fundraising Expenses $0

Program Expenses $34,932,335

Other Expenses $18,522,830

TOTAL EXPENSES $38,878,967

Year-over-Year Comparison

	2024	2023	Change
Revenue	$41,298,753	$38,554,171	+0.1%
Expenses	$38,878,967	$35,046,812	+0.1%
Net Income	$2,419,786	$3,507,359	-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

190

Volunteers

N/A

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

$723,949

Total Directors

$427,245

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JODI JONES	ADMINISTRATOR	40.00	Officer	$219,194	$77,510	$296,704
Brandon H Anderson	Dir of Curriculum	40.00		$195,432	$67,738	$263,170
Cynthia K Rachel	President	40.00	Officer Director	$164,528	$46,878	$211,406
Joyce L Padgett	Education Speciali	40.00		$156,325	$40,425	$196,750
Shauna C Anderson	ES Advisor	40.00		$159,253	$36,201	$195,454
Tracy J Latino	Education Speciali	40.00		$153,279	$41,762	$195,041
Olivia Neighbor	Education Speciali	40.00		$146,581	$41,309	$187,890
Kristine Bowers	Treasurer	40.00	Officer Director	$86,275	$43,687	$129,962
Brenda D Christensen	Secretary	40.00	Officer Director	$56,043	$29,834	$85,877
Rebecca Aeschliman-Puno	Member	2.00	Director	$0	$0	$0
Sarah Pomato	Member	2.00	Director	$0	$0	$0
Jessica Rose	member	2.00	Director	$0	$0	$0
Martin Bernal Jr	Member	2.00	Director	$0	$0	$0
Mia Howard	Member	2.00	Director	$0	$0	$0
PATRICK RATCLIFF	CBO	0.00	Officer	$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	$41,298,753	$38,878,967	$41,901,034	$2,419,786
2024	$38,554,171	$35,046,812	$38,859,789	$3,507,359
2023	$28,163,199	$30,100,293	$35,406,050	$-1,937,094
2022	$35,014,929	$27,423,063	$27,323,159	$7,591,866
2021	$25,774,587	$22,905,443	$21,383,412	$2,869,144
2020	$22,394,386	$19,986,112	$16,599,469	$2,408,274
2019	$20,870,463	$18,466,411	$11,123,438	$2,404,052
2018	$19,402,329	$18,026,327	$8,564,005	$1,376,002