ALTA VISTA HOME & SCHOOL CLUB

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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

1996

Legal Domicile

Principal Officer

LAUREN JEWELL

Phone

4083566146

Tax Period

2022-07-01 to 2023-06-30

ALTA VISTA HOME & SCHOOL CLUB, founded in 1996, is a small nonprofit in the Education sector that reported $253K in total revenue in fiscal year 2022. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

TO SUPPORT ENRICHMENT PROGRAMS AND EVENTS AT ALTA VISTA ELEMENTARY SCHOOL. THE H&S CLUB PROMOTES THE CRUCIAL ROLES OF READING, MATHEMATICS & SCIENCES, PHYSICAL EDUCATION AND CREATIVE ARTS.

Program Service Accomplishments

Program 1

Expenses: $250,650

THE ORGANIZATION PROMOTES THE ENRICHMENT OF THE EDUCATIONAL EXPERIENCE OF THE STUDENTS OF ALTA VISTA ELEMENTARY SCHOOL BY PROVIDING FUNDS FOR SCHOOL AND STUDENT ACTIVITIES IN GENERAL. SPECIFICALLY...

THE ORGANIZATION PROMOTES THE ENRICHMENT OF THE EDUCATIONAL EXPERIENCE OF THE STUDENTS OF ALTA VISTA ELEMENTARY SCHOOL BY PROVIDING FUNDS FOR SCHOOL AND STUDENT ACTIVITIES IN GENERAL. SPECIFICALLY FOR EQUIPMENT PURCHASES AS WELL AS FUNDING SCHOOL-WIDE ASSEMBLIES AND FIELD-TRIPS.

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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 $293,650

Program Service Revenue $0

Investment Income $2

Other Revenue $-40,156

TOTAL REVENUE $253,496

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $250,650

Other Expenses $255,966

TOTAL EXPENSES $255,966

Year-over-Year Comparison

	2022	2021	Change
Revenue	$253,496	$227,089	+0.1%
Expenses	$255,966	$142,779	+0.8%
Net Income	$-2,470	$84,310	-1.0%

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

N/A

Volunteers

278

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHY BAILEY	PRINCIPAL	1.00	Director	$0	$0	$0
CLAIRE KALIA	VICE PRESIDENT	1.00	Director	$0	$0	$0
JESSICA LUCKE	HISTORIAN	1.00	Director	$0	$0	$0
FARRAH HOEHNE	CORRESPONDING SECRETARY	2.00	Director	$0	$0	$0
APRIL BENOIT	RECORDING SECRETARY	1.00	Director	$0	$0	$0
RYAN GRECO	VP OF ENRICHMENT	3.00	Director	$0	$0	$0
KIM LARSON	DIRECTOR OF MEMBERSHIP	2.00	Director	$0	$0	$0
AMY MEYER	TREASURER	10.00	Officer Director	$0	$0	$0
DEANNA WALL	TREASURER	8.00	Officer Director	$0	$0	$0
LAUREN JEWELL	PRESIDENT	8.00	Officer Director	$0	$0	$0
ELLEN PIERPOINT	VP FUNDRAISING	3.00	Director	$0	$0	$0
JOHN HART	CO-AUDITOR	0.00	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	$253,496	$255,966	$170,666	$-2,470
2022	$227,089	$142,779	$173,137	$84,310
2021	$47,090	$47,860	$90,850	$-770
2020	$249,726	$184,054	$91,620	$65,672
2019	$190,462	$240,957	$50,204	$-50,495