CALIFORNIA CHARTER SCHOOLS ASSOCIATION (EIN 510465703) - 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

2003

Legal Domicile

Principal Officer

MYRNA CASTREJON

Phone

2132441446

Tax Period

2022-07-01 to 2023-06-30

CALIFORNIA CHARTER SCHOOLS ASSOCIATION, founded in 2003, is a mid-sized nonprofit in the Education sector that reported $12.9M in total revenue in fiscal year 2022. Revenue decreased 13% compared to the prior year.

Mission

TO MEET PARENT, EDUCATOR, AND COMMUNITY NEED FOR GREAT PUBLIC SCHOOL OPTIONS.

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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 $10,219,947

Program Service Revenue $2,223,947

Investment Income $402,820

Other Revenue $76,904

TOTAL REVENUE $12,923,618

Expense Breakdown

Grants Paid $1,286,501

Salaries & Benefits $7,722,496

Fundraising Expenses $344,634

Program Expenses $9,331,978

Other Expenses $3,545,815

TOTAL EXPENSES $12,554,812

Year-over-Year Comparison

	2022	2021	Change
Revenue	$12,923,618	$14,797,816	-0.1%
Expenses	$12,554,812	$12,674,053	0.0%
Net Income	$368,806	$2,123,763	-0.8%

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

$987,278

Total Directors

$484,929

Key Employees

$889,882

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MYRNA CASTREJON	PRESIDENT AND CEO	39.00	Officer Director	$448,255	$32,183	$484,929
GREGORY MCGINITY	CHIEF CIVIC AFFAIRS OFFICER	17.00	Key Emp	$142,986	$28,774	$364,574
LUIS VIZCAINO	CHIEF EXTERNAL AFFAIRS OFFICER	39.00	Key Emp	$254,725	$23,132	$278,132
RICARDO SOTO	CHIEF ADVOC. OFFICER & GEN. COUNSEL	39.00	Officer	$243,274	$31,166	$276,166
ELIZABETH ROBITAILLE	CHIEF SCHOOLS OFFICER	39.00	Key Emp	$214,784	$32,176	$247,176
SARA M DELEEUW	CHIEF FINANCIAL OFFICER	39.00	Officer	$190,875	$28,183	$226,183
MILES DURFEE	VP, LOCAL ADVOC. MEM. RELATIONS/SUPPORT	39.00	Highest	$188,079	$25,785	$215,785
COLIN MILLER	VP, GOVERNMENT AFFAIRS	40.00	Highest	$170,980	$23,767	$194,747
WILLOW HARRINGTON HOLLAND	DEPUTY CHIEF SCHOOLS OFFICER	39.00	Highest	$164,554	$19,002	$183,573
GINA PLATE	VP, REGULATORY AFFAIRS & SPECIAL ED	39.00	Highest	$156,875	$21,780	$182,332
JACOB REGALADO UNTIL 0123	VP, POLITICAL AND STRATEGIC AFFAIRS	5.00	Highest	$22,581	$11,789	$181,769
CRISTINA DE JESUS	CHAIR	2.00	Officer Director	$0	$0	$0
JOE WILLIAMS	VICE CHAIR	2.00	Officer Director	$0	$0	$0
ANA PONCE	SECRETARY	2.00	Officer Director	$0	$0	$0
SALLY BACHOFER	TREASURER	2.00	Officer Director	$0	$0	$0
BRIAN BAUER	DIRECTOR	2.00	Director	$0	$0	$0
MALKA BORREGO	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN GREENBERG	DIRECTOR	2.00	Director	$0	$0	$0
CASEY TAYLOR	DIRECTOR	2.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$12,923,618	$12,554,812	$34,074,079	$368,806
2022	$14,797,816	$12,674,053	$31,436,396	$2,123,763
2021	$18,898,883	$13,695,162	$32,950,225	$5,203,721
2020	$17,260,739	$17,059,608	$27,439,379	$201,131
2019	$21,624,166	$25,681,050	$26,683,485	$-4,056,884
2018	$26,088,440	$22,049,824	$30,463,176	$4,038,616

CALIFORNIA CHARTER SCHOOLS ASSOCIATION