SOUTH VALLEY CHARTER SCHOOL (EIN 770556891) - 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

2001

Legal Domicile

Principal Officer

PAIGE CISEWSKI

Phone

4084630618

Tax Period

2024-07-01 to 2025-06-30

SOUTH VALLEY CHARTER SCHOOL, founded in 2001, is a mid-sized nonprofit in the Education sector that reported $10.1M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

TO OPERATE A K-8 CHARTER SCHOOL ACCORDING TO SENATE BILL 1448 AND UNDER THE LAWS OF THE STATE OF CALIFORNIA AS A NON-PROFIT ORGANIZATION.

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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 $10,023,280

Program Service Revenue $0

Investment Income $93,874

Other Revenue $0

TOTAL REVENUE $10,117,154

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,486,871

Fundraising Expenses $0

Program Expenses $8,521,855

Other Expenses $2,349,008

TOTAL EXPENSES $9,835,879

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,117,154	$9,301,922	+0.1%
Expenses	$9,835,879	$9,100,010	+0.1%
Net Income	$281,275	$201,912	+0.4%

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

101

Volunteers

600

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

$740,652

Total Directors

$134,062

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEATHER ALLAN	CHAIR	10.00	Officer Director	$0	$0	$0
HEATHER BRINGETTO	VICE-CHAIR	10.00	Officer Director	$4,025	$0	$4,025
MICHELLE MILLARD	SECRETARY	10.00	Officer Director	$3,475	$0	$3,475
GARTH GILMOUR	DIRECTOR	10.00	Director	$0	$0	$0
NOOR KALAI	DIRECTOR	10.00	Director	$0	$0	$0
MEGAN MCGRADY	DIRECTOR	10.00	Director	$114,795	$11,767	$126,562
DIANE SWING	DIRECTOR	10.00	Director	$0	$0	$0
CORINA HEISER	DIRECTOR	10.00	Director	$0	$0	$0
PAIGE CISEWSKI	CEO	40.00	Officer	$240,190	$24,799	$264,989
JENNIFER STENN	OFFICER	40.00	Officer	$128,161	$12,933	$141,094
SUSAN PFEFFERLEN	PRINCIPAL	40.00	Officer	$194,532	$19,629	$214,161
VIVIANNE BRAGER	CFO	40.00	Officer	$112,908	$0	$112,908
LINDA NELSON	TEACHER	40.00	Highest	$132,454	$13,611	$146,065
TRISTINE JAKUBS	TEACHER	40.00	Highest	$128,650	$13,139	$141,789
SHELLY GUERRERO	TEACHER	40.00	Highest	$128,897	$13,418	$142,315
KRISTIN HARMAN	TEACHER	40.00	Highest	$116,854	$42,634	$159,488
KAREN JORDAN	TEACHER	40.00	Highest	$129,136	$12,900	$142,036

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	$10,117,154	$9,835,879	$21,287,683	$281,275
2024	No data	No data	No data	No data
2023	$17,291,166	$8,777,875	$22,867,864	$8,513,291
2022	$8,198,938	$7,909,355	$5,275,539	$289,583
2021	$6,924,813	$6,486,431	$5,252,968	$438,382
2020	$6,719,505	$6,562,054	$4,919,071	$157,451
2019	$7,679,348	$6,747,846	$3,901,844	$931,502
2018	$6,335,848	$6,304,756	$2,343,595	$31,092

SOUTH VALLEY CHARTER SCHOOL