VIEWPOINT EDUCATIONAL FOUNDATION

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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

1961

Legal Domicile

Principal Officer

STEVE COLE

Phone

8185916500

Tax Period

2022-07-01 to 2023-06-30

VIEWPOINT EDUCATIONAL FOUNDATION, founded in 1961, is a mid-sized nonprofit that reported $61.7M in total revenue in fiscal year 2022.

Mission

VIEWPOINT SCHOOL IS COMMITTED TO CREATING EXCEPTIONAL READINESS FOR EXTRAORDINARY FUTURES (CONTINUTED ON SCHEDULE O)BY CULTIVATING THE CRITICAL SKILLSET, COURAGEOUS MINDSET, AND RESILIENT IDENTITY OF EACH INDIVIDUAL STUDENT.VIEWPOINT IS A SCHOOL WHERE TRADITION CONNECTS US AND INNOVATION PROPELS US; A COMMUNITY WHERE FAMILIES VALUE UNITY IN DIVERSITY; AND A WORLD WHERE EDUCATION CHANGES LIVES. OUR VALUES ARE LOVE, HONOR, EXCELLENCE, IMAGINATION, AND OPTIMISM.VIEWPOINT'S WORLD READY PROMISE IS DEFINED BY STUDENTS' GROWTH IN FOUR AREAS OF IMPACT:- ACADEMIC DEPTH- INSPIRED LEADERSHIP- RESILIENT IDENTITY- GLOBAL CITIZENSHIPTHESE DRIVERS REPRESENT THE CRITICAL SKILL SET AND COURAGEOUS MINDSET THAT DISTINGUISH THE VIEWPOINT STUDENT AND GRADUATE.

Program Service Accomplishments

Program 1

Expenses: $53,713,936 Revenue: $56,967,219

THE FOUNDATION OPERATES VIEWPOINT SCHOOL, AN INDEPENDENT, COEDUCATIONAL, NONDENOMINATIONAL, AND NONPROFIT DAY SCHOOL. FOUNDED IN 1961, WITH A LEGACY OF ACADEMIC DISTINCTION AND COLLEGE PREPAREDNESS, THE SCHOOL'S SCENIC 40 ACRE CAMPUS IN CALABASAS, CALIFORNIA PROVIDES STUDENTS IN GRADES TK-12 WITH AN IDEAL SETTING TO GROW AND LEARN, WHERE EACH VIEWPOINT STUDENT IS KNOWN, RESPECTED, AND INCLUDED.(CONTINUED ON SCHEDULE O)VIEWPOINT'S CAREFULLY MAPPED JOURNEY FROM TRANSITIONAL KINDERGARTEN THROUGH GRADE TWELVE EMBRACES MULTI-SENSORY AND HANDS-ON LEARNING, ENCOURAGING COLLABORATION, CREATIVITY, CRITICAL THINKING, COMMUNICATION, AND PROBLEM SOLVING - SKILLS THAT ARE CRITICAL TO SUCCESS IN THE 21ST CENTURY. VIEWPOINT'S EXPERT, IMAGINATIVE, AND CARING EDUCATORS KNOW AND PASSIONATELY BELIEVE IN EACH STUDENT, HELPING EVERY STUDENT TO DISCOVER HIS OR HER DISTINCT VOICE. VIEWPOINT'S BALANCED YET CHALLENGING ACADEMIC PROGRAM PROVIDES OPPORTUNITIES FOR ITS STUDENTS TO GO BEYOND THE CLASSROOM AND THE STANDARD CURRICULUM AND TO STRETCH THEMSELVES IN PURSUIT OF THE ARTS, THE HUMANITIES, MATH, ENGINEERING, SCIENCE, AND ATHLETICS. VIEWPOINT'S STUDENTS ENGAGE WITH THE WORLD AROUND THEM THROUGH SERVICE-LEARNING AND COMMUNITY SERVICE PROGRAMS AND GRADUATE AS LIFELONG LEARNERS AND PRODUCTIVE, ACTIVE CITIZENS WHO SERVE THEIR COMMUNITIES. VIEWPOINT'S GRADUATES ATTEND THE TOP UNIVERSITIES AND ARE WELL-PREPARED TO SUCCEED IN COLLEGE AND IN LIFE.

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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 $3,922,350

Program Service Revenue $56,967,219

Investment Income $868,904

Other Revenue $-68,092

TOTAL REVENUE $61,690,381

Expense Breakdown

Grants Paid $5,913,121

Salaries & Benefits $36,693,342

Fundraising Expenses $1,608,450

Program Expenses $53,713,936

Other Expenses $19,666,408

TOTAL EXPENSES $62,272,871

Year-over-Year Comparison

	2022	2021	Change
Revenue	$61,690,381	$62,182,085	0.0%
Expenses	$62,272,871	$57,091,670	+0.1%
Net Income	$-582,490	$5,090,415	-1.1%

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

495

Volunteers

250

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

$1,363,623

Total Directors

Key Employees

$596,155

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JILL SCHECHTER	CHAIR	2.00	Officer Director	$0	$0	$0
KAFI BLUMENFIELD	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MICHELLE BRADWAY	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MICHAEL MURPHY	SECRETARY	2.00	Officer Director	$0	$0	$0
LISA AUSTIN	TRUSTEE	1.00	Director	$0	$0	$0
JUDY BROWN	TRUSTEE	1.00	Director	$0	$0	$0
MYRA CHEN	TRUSTEE	1.00	Director	$0	$0	$0
MARY CONLIN	TRUSTEE	1.00	Director	$0	$0	$0
TIM FISH	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT FLACHS	TRUSTEE	1.00	Director	$0	$0	$0
DIRK GATES	TRUSTEE	1.00	Director	$0	$0	$0
ROB GILLYARD	TRUSTEE	1.00	Director	$0	$0	$0
WILL GO	TRUSTEE	1.00	Director	$0	$0	$0
JOHN HEUBUSCH	TRUSTEE	1.00	Director	$0	$0	$0
PEGGY JONES	TRUSTEE	1.00	Director	$0	$0	$0
JOHN NADOLENCO	TRUSTEE	1.00	Director	$0	$0	$0
SARAH SPANO	TRUSTEE	1.00	Director	$0	$0	$0
DAVID ZEBRACK	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN WYNN	TRUSTEE	1.00	Director	$0	$0	$0
CAROLYN DE FANTI	TRUSTEE	1.00	Director	$0	$0	$0
TRAN HO	TRUSTEE	1.00	Director	$0	$0	$0
ANDY KIEFFER	TRUSTEE	1.00	Director	$0	$0	$0
JON MERRIMAN	TRUSTEE	1.00	Director	$0	$0	$0
PAM SHRIVER	TRUSTEE	1.00	Director	$0	$0	$0
MARK MCKEE	HEAD OF SCHOOL	40.00	Officer	$528,596	$168,383	$696,979
ROBERT BRYAN	ASSOC HEAD OF SCHOOL	40.00	Officer	$318,551	$41,941	$360,492
STEVE COLE	ASST HOS FOR FINANCE & OPS	40.00	Officer	$291,919	$14,233	$306,152
LAUREL BAKER TEW	ASST HOS FOR ENROLLMENT MG	40.00	Key Emp	$246,758	$48,947	$295,705
MAUREEN NASH	ASST HOS FOR EXTERNAL AFFA	40.00	Key Emp	$262,654	$37,796	$300,450
ALAN HOWIE	HEAD OF UPPER SCHOOL	40.00	Highest	$204,637	$27,516	$232,153
ANNEKE EMERSON	CHIEF INNOVATION OFFICER	40.00	Highest	$183,587	$19,631	$203,218
JOSEPH JUDD PRINCE	ASST DIRECTOR OF ATHLETICS	40.00	Highest	$190,137	$16,366	$206,503
CATHY ADELMAN	HEAD OF PRIMARY SCHOOL	40.00	Highest	$189,856	$17,320	$207,176
HEATHER KRUSE	CHIEF HUMAN RESOURCES OFFICER	40.00	Highest	$190,679	$35,492	$226,171

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	$61,690,381	$62,272,871	$157,080,972	$-582,490
2022	$62,182,085	$57,091,670	$149,987,124	$5,090,415
2021	$51,317,532	$53,996,361	$147,164,644	$-2,678,829
2020	$55,390,193	$55,389,350	$121,963,891	$843
2019	$53,551,378	$53,178,249	$127,223,042	$373,129
2018	$52,238,571	$53,179,750	$125,835,562	$-941,179