THE SANTA YNEZ VALLEY FAMILY SCHOOL

EIN: 952990742 501(c)(3) Education

LOS OLIVOS, CA

Total Revenue
$2,247,742
Total Expenses
$1,664,792
Total Assets
$3,063,489
Net Assets
$2,836,597
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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
1975
Legal Domicile
CA
Principal Officer
JULIANNE TULLIS-THOMPSON
Phone
8056885440
Tax Period
2024-07-01 to 2025-06-30

THE SANTA YNEZ VALLEY FAMILY SCHOOL, founded in 1975, is a community nonprofit in the Education sector that reported $2.2M in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $583K, a strong 26% operating margin.

Mission

THE FAMILY SCHOOL IS DEDICATED TO PROVIDING A SUPERIOR ENVIRONMENT OF CHILD CENTERED ACADEMIC AND CREATIVE PROGRAMS WHICH INSPIRE A JOY OF LEARNING AND SUPPORT CRITICAL THINKING. WE STRIVE TO PREPARE STUDENTS TO BE COMPASSIONATE, CONSCIENTIOUS AND RESPONSIBLE CITIZENS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $637,241
Program Service Revenue $1,264,225
Investment Income $838
Other Revenue $345,438
TOTAL REVENUE $2,247,742

Expense Breakdown

Grants Paid $0
Salaries & Benefits $973,352
Fundraising Expenses $0
Program Expenses $1,165,354
Other Expenses $691,440
TOTAL EXPENSES $1,664,792

Year-over-Year Comparison

2024 2023 Change
Revenue $2,247,742 $1,612,896 +0.4%
Expenses $1,664,792 $1,547,043 +0.1%
Net Income $582,950 $65,853 +7.9%
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

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Governance

Voting Members
8
Independent Members
8
Employees
25
Volunteers
50

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
2
$0
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANNA DELASKI Chairman 2.00
Director
$0 $0 $0
LISA RAMSEY Trustee 2.00
Director
$0 $0 $0
RYAN ELLIOTT VICE CHAIRMAN 2.00
Director
$0 $0 $0
SIMON SWEENEY Trustee 2.00
Officer Director
$0 $0 $0
BRIAN ARNETT Trustee 2.00
Director
$0 $0 $0
ASHLEY DEHAHN Secretary 2.00
Director
$0 $0 $0
MATTHEW HUNT Treasurer 2.00
Director
$0 $0 $0
ULISES CASTANEDA Trustee 2.00
Director
$0 $0 $0
DOMINIC RIOUX Trustee 2.00
Director
$0 $0 $0
JACKIE PACE-REYES Trustee 2.00
Director
$0 $0 $0
KATHRYN GONNION Trustee 40.00
Officer Director
$0 $0 $0
MEGAN LINTON Trustee 2.00
Director
$0 $0 $0
LYNN BECERRA-VALENCIA Trustee 2.00
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 $2,247,742 $1,664,792 $3,063,489 $582,950
2024 $1,612,896 $1,547,043 $2,601,794 $65,853
2023 $1,283,438 $1,588,857 $2,211,613 $-305,419
2022 $1,426,928 $1,031,599 $1,860,064 $395,329
2021 $1,480,166 $1,178,168 $1,622,186 $301,998
2020 $1,281,874 $1,142,209 $1,455,356 $139,665
2019 $1,278,717 $1,124,673 $1,298,861 $154,044
2018 $1,075,244 $983,360 $1,083,106 $91,884
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