LAKE VIEW CHARTER SCHOOL (EIN 842514034) - 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

Principal Officer

EXECUTIVE DIRECTOR

Phone

9169575877

Tax Period

2022-07-01 to 2023-06-30

LAKE VIEW CHARTER SCHOOL, founded in 2019, is a mid-sized nonprofit in the Education sector that reported $10.1M in total revenue in fiscal year 2022. Revenue surged 38% from the prior year, signaling strong growth momentum. Expenses of $8.6M left a modest 15% surplus.

Mission

OPERATE A NONCLASSROOM-BASED CHARTER SCHOOL SERVING STUDENTS IN GLENN COUNTY & ADJACENT COUNTIES.

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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 $9,517,701

Program Service Revenue $567,509

Investment Income $0

Other Revenue $0

TOTAL REVENUE $10,085,210

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,848,772

Fundraising Expenses $0

Program Expenses $7,920,087

Other Expenses $3,765,401

TOTAL EXPENSES $8,614,173

Year-over-Year Comparison

	2022	2021	Change
Revenue	$10,085,210	$7,322,702	+0.4%
Expenses	$8,614,173	$6,900,353	+0.2%
Net Income	$1,471,037	$422,349	+2.5%

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

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

$2,100

Total Directors

$2,100

Key Employees

$196,010

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SERRA WELLS	PRESIDENT	1.00	Officer Director	$2,100	$0	$2,100
KIRSTEN MURRAY	SECRETARY	1.00	Officer Director	$0	$0	$0
LEIANI GRAVES	MEMBER	1.00	Director	$0	$0	$0
LLAEL VALLE	MEMBER	1.00	Director	$0	$0	$0
JENELL SHERMAN	EXECUTIVE DIRECTOR	10.00	Officer	$0	$0	$0
SHANNON BRECKENRIDGE	ASSOCIATE EXECUTIVE DIRECTOR	20.00	Key Emp	$166,110	$29,900	$196,010
DIANNA GARTNER	TEACHER	40.00	Highest	$100,261	$18,047	$118,308
JULIE HAYCOCK	FORMER EXECUTIVE DIRECTOR	20.00		$169,405	$30,493	$199,898

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	$10,085,210	$8,614,173	$3,619,945	$1,471,037
2022	$7,322,702	$6,900,353	$1,904,655	$422,349
2021	$4,811,125	$5,076,151	$1,936,829	$-265,026
2020	$4,341,804	$4,144,363	$1,396,282	$197,441

LAKE VIEW CHARTER SCHOOL