SHASTA VIEW ACADEMY INC (EIN 943356126) - 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

2000

Legal Domicile

Principal Officer

LAURA BLACHMAN

Phone

5302333861

Tax Period

2023-07-01 to 2024-06-30

SHASTA VIEW ACADEMY INC, founded in 2000, is a community nonprofit in the Education sector that reported $7.5M in total revenue in fiscal year 2023. Expenses of $6.7M left a modest 11% surplus.

Mission

SHASTA VIEW ACADEMY'S MISSION IS TO PROVIDE AN INNOVATIVE PERSONALIZED LEARNING PROGRAM THAT HONORS PARENTAL CHOICE. WE SUPPORT OUR STRUDENTS WITH A WEALTH OF EDUCATIONAL RESOURCES, A COMMITMENT TO EXCELLENCE, AND A DESIRE TO NURTURE THE UNIQUE NATURE OF EVERY CHILD.

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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 $7,510,278

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $7,510,278

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,921,950

Fundraising Expenses $0

Program Expenses $5,694,927

Other Expenses $1,760,672

TOTAL EXPENSES $6,682,622

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,510,278	$7,250,437	+0.0%
Expenses	$6,682,622	$6,176,823	+0.1%
Net Income	$827,656	$1,073,614	-0.2%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURA BLACHMAN	EXECUTIVE DI	N/A	Highest	$168,294	$0	$168,294
NATALIE MOUTARD	CHAIRMAN	N/A	Officer	$0	$0	$0
BONNIE SIMMONS	SECRETARY/TR	N/A	Officer	$0	$0	$0
PATRICIA WATSON	MEMBER	N/A	Officer	$0	$0	$0
ANDY ANDERSON	MEMBER	N/A	Officer	$0	$0	$0
TRINITY EVANSON	MEMBER	N/A	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	No data	No data	No data	No data
2024	$7,510,278	$6,682,622	$6,163,800	$827,656
2023	$7,250,437	$6,176,823	$5,413,247	$1,073,614
2022	$5,708,621	$5,296,501	$4,371,817	$412,120
2021	$6,125,824	$4,659,350	$3,908,744	$1,466,474
2020	$5,022,997	$4,711,119	$3,010,828	$311,878
2019	$4,692,800	$4,697,228	$2,167,542	$-4,428
2018	$4,503,253	$3,938,378	$2,186,148	$564,875

SHASTA VIEW ACADEMY INC