THE SANTA YNEZ VALLEY FAMILY 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

1975

Legal Domicile

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.

Program Service Accomplishments

Program 1

Expenses: $1,165,354 Revenue: $1,264,225

AT THE FAMILY SCHOOL WE HELP EACH CHILD FIND THE MUSIC INSIDE THEMSELVES AND A VOICE TO SHARE WITH THE WORLD. THE FAMILY SCHOOL DEVELOPS IN ITS STUDENTS A LOVE OF LEARNING, CONFIDENCE, RESPECT AND...

AT THE FAMILY SCHOOL WE HELP EACH CHILD FIND THE MUSIC INSIDE THEMSELVES AND A VOICE TO SHARE WITH THE WORLD. THE FAMILY SCHOOL DEVELOPS IN ITS STUDENTS A LOVE OF LEARNING, CONFIDENCE, RESPECT AND LEADERSHIP. THESE TENETS WEAVE THROUGHOUT THE CURRICULUM FROM PRESCHOOL THROUGH FIFTH GRADE COMBINED WITH CRITICAL THINKING SKILLS, CREATIVITY AND RIGOROUS ACADEMIC STANDARDS.

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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 (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

Governance

Voting Members

Independent Members

Employees

Volunteers

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
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