MISSION VISTA ACADEMY (EIN 833785573) - 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

2019

Legal Domicile

Phone

9513931352

Tax Period

2024-07-01 to 2025-06-30

MISSION VISTA ACADEMY, founded in 2019, is a mid-sized nonprofit in the Education sector that reported $97.4M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $91.9M left a modest 6% surplus.

Mission

PROVIDE A HIGH STANDARD OF EDUCATION TO STUDENTS THROUGH COMPREHENSIVE CURRICULUM SUPPORTED BY ENERGETIC, DYNAMIC, AND CARING TEACHERS.

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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 $96,984,037

Program Service Revenue $0

Investment Income $412,489

Other Revenue $0

TOTAL REVENUE $97,396,526

Expense Breakdown

Grants Paid $0

Salaries & Benefits $55,067,508

Fundraising Expenses $0

Program Expenses $81,135,819

Other Expenses $36,784,941

TOTAL EXPENSES $91,852,449

Year-over-Year Comparison

	2024	2023	Change
Revenue	$97,396,526	$78,571,637	+0.2%
Expenses	$91,852,449	$74,609,560	+0.2%
Net Income	$5,544,077	$3,962,077	+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

438

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

$412,276

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY DAVIS	Executive Dir.	40.00	Officer	$333,389	$78,887	$412,276
LAUREN HOXMEIER	DIRECTOR OF SPECIAL EDUCATION	40.00		$190,574	$54,905	$245,479
COUTNEY BOSTOCK	ASSISTANT DIRECTOR	40.00		$167,867	$76,179	$244,046
ELIZABETH PALMITER	DIRECTOR OF HIGH SCHOOL	40.00		$186,752	$37,283	$224,035
MARY COLLIER	REGINONAL COORDINATOR	0.00		$148,554	$74,376	$222,930
BRANDI NEAL	SENIOR DIRECTOR	40.00		$156,312	$55,889	$212,201
SARA CORONADO	SENIOR DIRECTOR	40.00		$154,917	$57,070	$211,987
LISA MESA	DIRECTOR OF SCHOOL SUPPORT	40.00		$161,427	$39,721	$201,148
KARI PENA	REGIONAL COORDINATOR	40.00		$139,461	$60,862	$200,323
ZENA FISHER	ASSISTANT DIRECTOR	40.00		$160,728	$37,017	$197,745
ANNA LINDAHL	ASSISTANT DIRECTOR OF SPED	40.00		$168,584	$28,452	$197,036
ALYCIA SCOTT	REGIONAL COORD	40.00		$130,535	$54,618	$185,153
LESLEY PORTER	DIRECTOR OF ENRICHMENT	40.00		$159,545	$25,554	$185,099
ERIN DUDLEY-FRIZEK	REGIONAL COORDINATOR	40.00		$131,981	$53,019	$185,000
DEBORAH HOLM	REGIONAL COORDINATOR	40.00		$135,822	$45,145	$180,967
ANNETTE ALPERT	REGIONAL COORDINATOR	40.00		$132,440	$40,871	$173,311
HILARY DEVRIES	HOMESCHOOL TEACH	40.00		$136,823	$33,632	$170,455
AMBER CHAMBERS	REGIONAL COORD MS/HS	40.00		$145,778	$24,434	$170,212
AUTUMN NICHOLS	REGIOINAL COORD	40.00		$131,520	$37,127	$168,647
KATHRYN BOCK	REGIONAL COORDINATOR	40.00		$144,353	$24,168	$168,521
LAURIANN FERGUSON	REGIONAL COORD MS / HS	40.00		$141,104	$26,684	$167,788
BROOKE THOMPSON	DIRECTOR OF TESTING	40.00		$141,810	$23,972	$165,782
JAMIE CORCORCAN	REGIONAL COORDINATOR	40.00		$133,343	$24,707	$158,050
MONICA YERKES	HOMESCHOOL TEACH	40.00		$131,862	$22,089	$153,951
ALLISON SPENCE	MATH INT SUP TEACH	40.00		$127,143	$20,829	$147,972
SHOBANA BALASUBRAMANIAN	Secretary	2.00	Officer Director	$0	$0	$0
JOSHUA COBB	Treasurer	2.00	Officer Director	$0	$0	$0
DR MICHAEL SACKETT	President	2.00	Officer Director	$0	$0	$0
BREAHA VELADOR	Vice President	2.00	Officer Director	$0	$0	$0
STEPHANIE HERNANDEZ-DAWSON	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	$97,396,526	$91,852,449	$41,711,311	$5,544,077
2024	No data	No data	No data	No data
2023	$64,593,850	$59,181,511	$28,687,622	$5,412,339
2022	$51,177,127	$46,089,239	$16,572,166	$5,087,888
2021	$39,744,811	$33,980,668	$17,861,057	$5,764,143
2020	$35,734,629	$33,547,932	$13,825,169	$2,186,697

MISSION VISTA ACADEMY