VISTA FOUNDATION FOR INNOVATIVE LE… - Form 990 Financial Data

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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

2017

Legal Domicile

Principal Officer

AMI SHACKELFORD

Phone

7607262170

Tax Period

2021-07-01 to 2022-06-30

VISTA FOUNDATION FOR INNOVATIVE LEARNING, founded in 2017, is a community nonprofit in the Education sector that reported $2.0M in total revenue in fiscal year 2021. Revenue decreased 16% compared to the prior year. Expenses of $3.2M exceeded revenue, resulting in a 58% operating deficit.

Mission

Planning, funding and operating educational programs to enrich the experience of Vista Unified School District's students through academics, athletics and arts, developing perspective and compassions, as well as preparing students for college, empowered to make the world a better place.

Program Service Accomplishments

Program 1

Expenses: $3,224,221 Revenue: $0

Grants totaling $3,224,221 were provided to Vista Unified School District to support educational programs.

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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 (2021)

Revenue Breakdown

Contributions & Grants $2,038,444

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,038,444

Expense Breakdown

Grants Paid $3,224,221

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,224,221

Other Expenses $0

TOTAL EXPENSES $3,224,221

Year-over-Year Comparison

	2021	2020	Change
Revenue	$2,038,444	$2,428,062	-0.2%
Expenses	$3,224,221	$1,776,114	+0.8%
Net Income	$-1,185,777	$651,948	-2.8%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Alan Daly	Director	0	Director	$0	$0	$0
Steve Lilly	Director	0	Director	$0	$0	$0
Matt Doyle	CEO	0.01	Officer	$0	$0	$0
Ami Shackelford	CFO	0.01	Officer	$0	$0	$0
Rachel Beld	Secretary	0	Officer	$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
2022	$2,038,444	$3,224,221	$25	$-1,185,777
2021	$2,428,062	$1,776,114	$1,185,802	$651,948

VISTA FOUNDATION FOR INNOVATIVE LEARNING