VISTA OAKS CHARTER SCHOOL INC (EIN 463769300) - 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

2014

Legal Domicile

Principal Officer

LISA MISASI

Phone

2093654060

Tax Period

2023-07-01 to 2024-06-30

VISTA OAKS CHARTER SCHOOL INC, founded in 2014, is a mid-sized nonprofit in the Education sector that reported $14.1M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $13.6M left a modest 4% surplus.

Mission

TO CREATE A RESPECTFUL LEARNING ENVIRONMENT.

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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 (2023)

Revenue Breakdown

Contributions & Grants $14,106,092

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $14,106,092

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,377,531

Fundraising Expenses $0

Program Expenses $12,141,805

Other Expenses $4,202,451

TOTAL EXPENSES $13,579,982

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,106,092	$12,270,916	+0.1%
Expenses	$13,579,982	$11,830,296	+0.1%
Net Income	$526,110	$440,620	+0.2%

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

$553,362

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA MISASI	PRESIDENT	1.00	Officer Director	$0	$0	$0
KIM CARDIEL	SECRETARY	1.00	Officer Director	$0	$0	$0
TIFFANY VIOLICH	MEMBER	1.00	Director	$0	$0	$0
MARY WRIGHT	MEMBER	1.00	Director	$0	$0	$0
SUSAN WILLIAMS	MEMBER	1.00	Director	$0	$0	$0
JOY GROEN	EXECUTIVE DIRECTOR	40.00	Officer	$193,636	$193,636	$387,272
ALTON SEYFORD	ASSOCIATE DIRECTOR	40.00	Officer	$166,090	$0	$166,090
STACEY AMERINO	TEACHER	40.00	Highest	$110,656	$0	$110,656
MEGAN BALDERAS	TEACHER	40.00	Highest	$121,406	$0	$121,406
LUCY BERK-FISHER	TEACHER	40.00	Highest	$139,973	$0	$139,973
LAURA CALVERT	TEACHER	40.00	Highest	$108,322	$0	$108,322
CAROLYN DODDS	TEACHER	40.00	Highest	$103,379	$0	$103,379
MICHELLE ELLISON	TEACHER	40.00	Highest	$103,785	$0	$103,785
KARA FOX	TEACHER	40.00	Highest	$120,837	$0	$120,837
KATIE HOELLWARTH	TEACHER	40.00	Highest	$109,390	$0	$109,390
PAMELA JACOBSON	TEACHER	40.00	Highest	$132,510	$0	$132,510
SOMADY LEDSMA	TEACHER	40.00	Highest	$104,831	$0	$104,831
ERIN MASS	TEACHER	40.00	Highest	$100,111	$0	$100,111
KATHRYN MAYO	TEACHER	40.00	Highest	$105,886	$0	$105,886
MARGIE MCGEE	TEACHER	40.00	Highest	$112,471	$0	$112,471
KENDALL MICCO	TEACHER	40.00	Highest	$131,129	$0	$131,129
DANA MORAN	TEACHER	40.00	Highest	$116,775	$0	$116,775
SHARON PRATER	TEACHER	40.00	Highest	$138,053	$0	$138,053
LAURA STRAIN	TEACHER	40.00	Highest	$118,989	$0	$118,989
TIFFANY VIOLICH	TEACHER	40.00	Highest	$115,502	$0	$115,502
DEANNA WALL	TEACHER	40.00	Highest	$132,631	$0	$132,631
JENNIFER WOLTKAMP	TEACHER	40.00	Highest	$106,685	$0	$106,685
LYDIA ZUROFF	TEACHER	40.00	Highest	$102,266	$0	$102,266

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	$14,106,092	$13,579,982	$5,767,045	$526,110
2023	$12,270,916	$11,830,296	$6,230,771	$440,620
2022	$11,199,677	$10,462,876	$3,276,432	$736,801
2021	$9,961,939	$8,580,276	$2,720,853	$1,381,663
2020	$9,157,135	$8,572,760	$2,778,448	$584,375
2019	$8,773,342	$7,932,425	$1,935,211	$840,917
2018	$7,511,895	$7,362,496	$1,744,773	$149,399

VISTA OAKS CHARTER SCHOOL INC