SAN JOSE CHARTER ACADEMY

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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

2011

Legal Domicile

Principal Officer

ERIN SHIROMA

Phone

6268561693

Tax Period

2024-07-01 to 2025-06-30

SAN JOSE CHARTER ACADEMY, founded in 2011, is a mid-sized nonprofit in the Education sector that reported $21.9M in total revenue in fiscal year 2024. Expenses of $21.1M left a modest 4% surplus.

Mission

TO PROVIDE STUDENTS WITH THE FOUNDATION FOR BUILDING GOOD CHARACTER AND ETHICS CORE VALUES ARE TAUGHT THROUGHOUT THE SCHOOL ON A DAILY BASIS AND INCLUDE WISDOM, JUSTICE, COURAGE, COMPASSION, HOPE, RESPECT, RESPONSIBILITY, AND INTEGRITY.

Program Service Accomplishments

Program 1

Expenses: $19,115,894 Revenue: $523,778

SAN JOSE CHARTER ACADEMY PROVIDES CLASSROOM-BASED INSTRUCTION TO STUDENTS IN GRADES TK-8. THE CURRICULUM FOCUSES ON PROVIDING STUDENTS WITH A FOUNDATION FOR GOOD CHARACTER AND ETHICS. THE ACADEMY...

SAN JOSE CHARTER ACADEMY PROVIDES CLASSROOM-BASED INSTRUCTION TO STUDENTS IN GRADES TK-8. THE CURRICULUM FOCUSES ON PROVIDING STUDENTS WITH A FOUNDATION FOR GOOD CHARACTER AND ETHICS. THE ACADEMY OFFERS CURRICULUM THAT INCLUDES HEALTH AND FITNESS, FINES ARTS, MATHEMATICS, READING, SCIENCE, SOCIAL SCIENCE, AND WRITING AND LANGUAGE ARTS. THE ORGANIZATION ALSO PROVIDES AUXILIARY SERVICES TO STUDENTS DURING NON-SCHOOL HOURS. THE ACADEMY SERVED APPROXIMATELY 1,254 STUDENTS.

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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 $20,767,257

Program Service Revenue $456,933

Investment Income $263,506

Other Revenue $366,517

TOTAL REVENUE $21,854,213

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,347,715

Fundraising Expenses $0

Program Expenses $19,115,894

Other Expenses $4,719,100

TOTAL EXPENSES $21,066,815

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,854,213	$22,262,629	0.0%
Expenses	$21,066,815	$20,110,638	+0.0%
Net Income	$787,398	$2,151,991	-0.6%

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

216

Volunteers

205

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

$597,890

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIN SHIROMA	SUPERINTENDENT-PRINCIPAL	40.00	Officer	$258,087	$83,522	$341,609
ANDREA LUNA	CBO	40.00	Officer	$194,428	$61,853	$256,281
ARLEEN OLIVAS	ADMINISTRATOR	40.00	Highest	$158,345	$78,031	$236,376
DONNA HALE	ADMINISTRATOR COMPLIANCE	40.00	Highest	$162,384	$60,098	$222,482
MARY SPICKLER	ADMINISTRATOR CURRICULUM	40.00	Highest	$166,662	$50,140	$216,802
LUISA VELA	SPED COORDINATOR	40.00	Highest	$164,526	$46,025	$210,551
MARICSA GOMEZ	INSTRUCTIONAL SERVICES DIRECTOR	40.00	Highest	$159,397	$28,640	$188,037
NICOLE VALDOVINOS	CHAIRMAN	1.50	Officer Director	$0	$0	$0
JEFF CORONADO	VICE CHAIRMAN	1.50	Officer Director	$0	$0	$0
TONY SONG	SECRETARY	1.50	Officer Director	$0	$0	$0
MONICA FARIAS	DIRECTOR	1.50	Director	$0	$0	$0
MATT SMITH	DIRECTOR	1.50	Director	$0	$0	$0
DAVID WALLACH	DIRECTOR	1.50	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	$21,854,213	$21,066,815	$13,230,825	$787,398
2024	No data	No data	No data	No data
2023	$19,547,157	$18,024,572	$11,238,683	$1,522,585
2022	$15,495,636	$15,937,660	$9,287,417	$-442,024
2021	$14,056,443	$14,055,935	$8,864,152	$508
2020	$13,681,855	$13,570,412	$7,829,510	$111,443
2019	$13,777,127	$12,967,901	$6,281,071	$809,226
2018	$12,434,357	$12,092,251	$5,344,638	$342,106