NEW VISTA 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

1976

Legal Domicile

Principal Officer

KRIS ZIERHUT

Tax Period

2023-07-01 to 2024-06-30

NEW VISTA SCHOOL, founded in 1976, is a community nonprofit that reported $5.6M in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $4.8M left a modest 13% surplus.

Mission

THE ORGANIZATION MAINTAINS EDUCATION CLASSES ON A REGULAR BASIS, AS REQUIRED BY LAW, FOR STUDENTS WITH HIGH-FUNCTIONING AUTISM AND LANGUAGE LEARNING DISABILITIES IN GRADES 6 THROUGH 12. INSTRUCTION AND COUNSELING ARE PROVIDED THROUGHOUT THE YEAR.

Program Service Accomplishments

Program 1

Expenses: $3,519,129

ALL PROGRAM SERVICE EXPENSES WERE EXPENDED IN ACCOMPLISHING THE OBJECTIVES STATED IN THE DESCRIPTION OF THE ORGANIZATIONS MISSION. 151 STUDENTS WERE SERVED DURING THE 2023-2024 SCHOOL YEAR. AS A...

ALL PROGRAM SERVICE EXPENSES WERE EXPENDED IN ACCOMPLISHING THE OBJECTIVES STATED IN THE DESCRIPTION OF THE ORGANIZATIONS MISSION. 151 STUDENTS WERE SERVED DURING THE 2023-2024 SCHOOL YEAR. AS A STATE CERTIFIED NON-PUBLIC SCHOOL, WE PROVIDED SERVICES TO 36 STUDENTS FROM 11 LOCAL SCHOOL DISTRICTS UNDER CONTRACT DIRECTLY WITH THOSE DISTRICTS. WE OFFERED COMMUNITY BASED INTERNSHIPS AND INSTRUCTION THROUGH THE NEW VISTA CAREER ACADEMY; MADE DUAL CREDIT COLLEGE COURSES AVAILABLE FOR UPPER GRADES; AND ALIGNED CTE ARTICULATIONS WITH ORANGE COUNTY DEPARTMENT OF EDUCATION.

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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 $351,882

Program Service Revenue $4,211,666

Investment Income $89,679

Other Revenue $942,148

TOTAL REVENUE $5,595,375

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,636,420

Fundraising Expenses $376,562

Program Expenses $3,519,129

Other Expenses $1,211,896

TOTAL EXPENSES $4,848,316

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,595,375	$4,455,657	+0.3%
Expenses	$4,848,316	$4,365,023	+0.1%
Net Income	$747,059	$90,634	+7.2%

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

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

$222,410

Key Employees

$342,301

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BILL BERMINGHAM	EXECUTIVE DIRECTOR	40.00	Director	$222,410	$0	$222,410
JUHI SHARMA	STUDENT SERVICES DIRECTOR	40.00	Key Emp	$131,747	$0	$131,747
ARADHANA AGNIHOTRI	TEACHER	40.00	Key Emp	$108,078	$0	$108,078
SANDRA CARTER	DIRECTOR OF ADMIN	40.00	Key Emp	$102,476	$0	$102,476
ADRIENNE SILVA	DIRECTOR	1.00	Director	$0	$0	$0
DAVID EMERSON	DIRECTOR	1.00	Director	$0	$0	$0
KATHY PORTER	DIRECTOR	1.00	Director	$0	$0	$0
NANCY DONNELLY	DIRECTOR	40.00	Director	$0	$0	$0
SUSAN BELENARDO	DIRECTOR	1.00	Director	$0	$0	$0
JIM REARDON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KRIS ZIERHUT	PRESIDENT	1.00	Officer Director	$0	$0	$0
MATT KUHN	SECRETARY	1.00	Officer Director	$0	$0	$0
KIMBERLY JACKSON STRIEGL	TREASURER	1.00	Officer 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	$5,595,375	$4,848,316	$4,888,905	$747,059
2023	$4,455,657	$4,365,023	$4,435,850	$90,634
2022	$4,338,362	$4,028,099	$4,090,071	$310,263
2021	$4,238,857	$3,618,821	$3,845,083	$620,036
2020	$4,259,689	$3,226,444	$3,281,209	$1,033,245
2019	$2,978,105	$2,767,195	$2,423,924	$210,910
2018	$2,295,622	$2,266,195	$2,146,660	$29,427