Vision Preparatory Charter School (EIN 453734882) - 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

2013

Legal Domicile

Principal Officer

Jacqueline C Osby

Phone

9017751018

Tax Period

2024-07-01 to 2025-06-30

Vision Preparatory Charter School, founded in 2013, is a community nonprofit in the Education sector that reported $6.0M in total revenue in fiscal year 2024. The organization ran a surplus of $1.0M, a strong 17% operating margin.

Mission

To prepare kindergarten through fifth grade students with academic and ethical foundation

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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 $5,981,168

Program Service Revenue $0

Investment Income $1,805

Other Revenue $0

TOTAL REVENUE $5,982,973

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,077,413

Fundraising Expenses $0

Program Expenses $4,679,594

Other Expenses $1,510,759

TOTAL EXPENSES $4,967,914

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,982,973	$6,154,127	0.0%
Expenses	$4,967,914	$5,806,160	-0.1%
Net Income	$1,015,059	$347,967	+1.9%

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

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

Total Directors

Key Employees

$230,658

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Thomas Benton	School Director	040.00	Key Emp	$127,585	$0	$127,585
Jacqueline C Osby	Chief Finance Operations Officer	040.00	Key Emp	$103,073	$0	$103,073
Marvin Todd	Chairman	002.00	Officer Director	$0	$0	$0
Kurt Voldeng	Treasurer	002.00	Officer Director	$0	$0	$0
Catrina Wright	Parent Representative	002.00	Officer Director	$0	$0	$0
John Coates	Board Member	002.00	Officer Director	$0	$0	$0
Lenita Patton	Board Member	002.00	Officer Director	$0	$0	$0
Henry Reeves	Board Member	002.00	Officer Director	$0	$0	$0
Neva Reeves	Board Member	002.00	Officer Director	$0	$0	$0
Megan Salemi	Board Member	002.00	Officer Director	$0	$0	$0
Kelly Henderson	Board Member	002.00	Officer 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	$5,982,973	$4,967,914	$4,518,376	$1,015,059
2024	$6,154,127	$5,806,160	$3,876,162	$347,967
2023	$5,527,002	$5,269,694	$4,820,956	$257,308
2022	$5,410,170	$5,145,642	$3,606,103	$264,528
2021	$4,815,802	$4,082,806	$2,239,199	$732,996
2020	$3,948,400	$3,685,883	$2,206,910	$262,517
2019	$3,919,138	$3,939,400	$1,073,767	$-20,262

Vision Preparatory Charter School