SANTA BARBARA CHARTER SCHOOL

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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

2006

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

SANTA BARBARA CHARTER SCHOOL, founded in 2006, is a community nonprofit in the Education sector that reported $3.8M in total revenue in fiscal year 2023.

Mission

Santa Barbara Charter School provides public school services for students from kindergarten through eighth grade. Classroom-based K-6 and Home-Based is Transitional K-8.

Program Service Accomplishments

Program 1

Expenses: $3,222,707 Revenue: $3,424,679

SBCS utilized both classroom-based matriculation and hom-based independent study as learning environments to serve 301 students in Kindergarten through 6th grade.

Program 2

Expenses: $412,520 Revenue: $235,885

SBCS fundraising efforts support the Program Services Accomplishment I by raising funds used for additional classroom enhancements such as specialists, Discovery Garden and field trips.

Program 3

Expenses: $140,335 Revenue: $169,464

SBCS After School Program and Summer Camp operates as an extension of SBCS with before and after school care offered in addition to a Summer day camp.

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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 (2023)

Revenue Breakdown

Contributions & Grants $235,885

Program Service Revenue $3,576,850

Investment Income $17,323

Other Revenue $0

TOTAL REVENUE $3,830,058

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,205,884

Fundraising Expenses $0

Program Expenses $3,775,562

Other Expenses $569,678

TOTAL EXPENSES $3,775,562

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,830,058	$3,911,629	0.0%
Expenses	$3,775,562	$3,988,695	-0.1%
Net Income	$54,496	$-77,066	-1.7%

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

125

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

$274,435

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Les Stickles	CoT Member	34.00	Director	$86,554	$0	$86,554
Ximena Cullen	CoT Member	24.00	Director	$82,295	$0	$82,295
Doreen Edwards	CoT Member	34.00	Director	$76,280	$0	$76,280
Megan Robertson	CoT Member	17.00	Director	$29,306	$0	$29,306
Srvanti Veldurthy	Treasurer	0.25	Director	$0	$0	$0
Tamara Wright	Secretary	0.25	Director	$0	$0	$0
Donna Ramoni	Vice President	0.25	Director	$0	$0	$0
Kate Therrien	CoT Member	0.25	Director	$0	$0	$0
Nancy Whittiker	President	0.25	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	$3,830,058	$3,775,562	$1,878,847	$54,496
2023	$3,911,629	$3,988,695	$1,918,396	$-77,066
2022	$3,231,761	$3,720,630	$1,307,353	$-488,869
2021	$3,734,841	$3,074,775	$2,203,307	$660,066
2020	$3,336,429	$3,345,683	$1,042,134	$-9,254
2019	$3,250,753	$3,399,490	$1,059,813	$-148,737
2018	$3,058,313	$3,540,010	$1,157,736	$-481,697