CALIFORNIA HERITAGE YOUTHBUILD ACADEMY (EIN 454973222) - 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

2010

Legal Domicile

Principal Officer

CATHY CLOUSE-TAYLOR

Phone

5303785254

Tax Period

2022-07-01 to 2023-06-30

CALIFORNIA HERITAGE YOUTHBUILD ACADEMY, founded in 2010, is a community nonprofit in the Education sector that reported $2.7M in total revenue in fiscal year 2022. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $936K, a strong 34% operating margin.

Mission

CALIFORNIA HERITAGE YOUTHBUILD ACADEMY WILL PROVIDE AN EXCELLENT EDUCATIONAL ALTERNATIVE FOR HIGH-SCHOOL-AGE STUDENTS WITHIN CALIFORNIA WHO, FOR A VARIETY OF REASONS, DO NOT CURRENTLY ATTEND HIGH SCHOOL, OR MAY BENEFIT FROM A NON-TRADITIONAL SCHOOL SETTING.

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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 (2022)

Revenue Breakdown

Contributions & Grants $2,673,054

Program Service Revenue $0

Investment Income $40,753

Other Revenue $0

TOTAL REVENUE $2,713,807

Expense Breakdown

Grants Paid $0

Salaries & Benefits $980,919

Fundraising Expenses $0

Program Expenses $1,205,923

Other Expenses $797,033

TOTAL EXPENSES $1,777,952

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,713,807	$1,964,758	+0.4%
Expenses	$1,777,952	$1,620,433	+0.1%
Net Income	$935,855	$344,325	+1.7%

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

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

$220,604

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LANE CARLSON	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MARLENE CARMICHAEL	PRESIDENT	2.00	Officer Director	$0	$0	$0
ALETA CARPENTER	SECRETARY	2.00	Officer Director	$0	$0	$0
CATHY CLOUSE-TAYLOR	EXECUTIVE DIRECTOR	40.00	Officer	$114,357	$9,936	$124,293
ZACHARY CLOUSE	CHIEF BUSINESS OFFICER	40.00	Officer	$86,375	$9,936	$96,311

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$2,713,807	$1,777,952	$3,100,591	$935,855
2022	$1,964,758	$1,620,433	$2,507,466	$344,325
2021	$1,638,914	$1,418,499	$1,759,550	$220,415
2020	$1,530,798	$1,294,969	$1,283,073	$235,829
2019	$1,527,140	$1,064,148	$1,119,459	$462,992
2018	$1,045,468	$996,795	$565,265	$48,673

CALIFORNIA HERITAGE YOUTHBUILD ACADEMY