ALTA VISTA CHARTER SCHOOL (EIN 870622752) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

KELLY EMICK

Phone

7193362154

Tax Period

2024-07-01 to 2025-06-30

ALTA VISTA CHARTER SCHOOL, founded in 2002, is a community nonprofit in the Education sector that reported $1.7M in total revenue in fiscal year 2024. Net assets of $5.2M represent 37 months of operating reserves.

Mission

THE MISSION OF ALTA VISTA CHARTER SCHOOL IS TO PROVIDE SOLID SKILLS INSTRUCTION RICH IN CONTENT IN AN ENVIRONMENT THAT EXPECTS EXCELLENCE IN CHARACTER AND PERSONAL ACADEMIC ACHIEVEMENT. STRONG PARENTAL INVOLVEMENT, STUDENT RESPONSIBILITY, AND AN ADVANCED CHALLENGING CURRICULM ARE THE CENTER OF THE ENVIRONMENT.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $62,171

Program Service Revenue $1,572,282

Investment Income $49,673

Other Revenue $17,462

TOTAL REVENUE $1,701,588

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,313,703

Fundraising Expenses $0

Program Expenses $1,563,765

Other Expenses $452,266

TOTAL EXPENSES $1,765,969

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,701,588	$1,588,265	+0.1%
Expenses	$1,765,969	$1,763,996	+0.0%
Net Income	$-64,381	$-175,731	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLY EMICK	PRESIDENT	2.00	Officer Director	$0	$0	$0
JEFF FLINT	DIRECTOR	1.00	Director	$0	$0	$0
LEIGH FORNEY	DIRECTOR	1.00	Director	$0	$0	$0
KARL NEISCHBURG	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT RANKIN	DIRECTOR	1.00	Director	$0	$0	$0
MEENA SHELTON	SECRETARY TR	1.00	Officer Director	$0	$0	$0
BRADY TURPIN	DIRECTOR	1.00	Director	$0	$0	$0
TALARA COEN	PRINCIPAL	40.00	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
2025	$1,701,588	$1,765,969	$7,201,582	$-64,381
2024	$1,588,265	$1,763,996	$7,189,554	$-175,731
2023	$1,388,501	$1,379,310	$7,034,597	$9,191
2022	$1,271,963	$1,267,601	$6,694,209	$4,362
2021	$1,306,717	$1,165,564	$6,831,754	$141,153
2020	$1,210,042	$1,247,268	$6,695,540	$-37,226
2019	$2,005,875	$1,192,549	$6,908,946	$813,326

ALTA VISTA CHARTER SCHOOL