SUMMIT VIEW SCHOOL (EIN 954557774) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

SUSAN BERMAN PHD

Phone

8187810360

Tax Period

2024-07-01 to 2025-06-30

SUMMIT VIEW SCHOOL, founded in 1995, is a community nonprofit in the Education sector that reported $5.9M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year.

Mission

SEE FORM 990, PART III, LINE 4A

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $433,014

Program Service Revenue $5,124,506

Investment Income $4,126

Other Revenue $368,182

TOTAL REVENUE $5,929,828

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,504,728

Fundraising Expenses $0

Program Expenses $5,665,998

Other Expenses $2,695,207

TOTAL EXPENSES $6,199,935

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,929,828	$6,667,111	-0.1%
Expenses	$6,199,935	$6,405,837	0.0%
Net Income	$-270,107	$261,274	-2.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$769,602

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARY H CARMONA	CHAIR (EMERITUS)	2.00	Officer Director	$0	$0	$0
JOY MONKARSH	SEC. (EMERITA)	1.00	Officer Director	$0	$0	$0
JAE HYUN	TREASURER	2.00	Officer Director	$0	$0	$0
AARON COLEMAN	DIRECTOR	2.00	Director	$0	$0	$0
YOLANDA PINA	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN BERK	SECRETARY	1.00	Officer Director	$0	$0	$0
ROBERT DORMAN	DIRECTOR	1.00	Director	$0	$0	$0
VALERIE SEYMOUR	DIRECTOR	1.00	Director	$0	$0	$0
DANNY RAFFLE	DIRECTOR	1.00	Director	$0	$0	$0
KEN SOLOMON	DIRECTOR	1.00	Director	$0	$0	$0
HOWARD TENENBAUM	CHAIRMAN	2.00	Officer Director	$0	$0	$0
SUSAN BERMAN PH D	PRESIDENT & CEO	4.00	Officer	$27,241	$62,817	$446,494
OSCAR VALADEZ	CFO	3.00	Officer	$21,072	$26,326	$323,108
PAMELA CLARK	VP OF SCHOOL ADMIN	6.00	Highest	$32,542	$21,294	$238,240
AMELIA GOMEZ	CONTROLLER	3.00	Highest	$13,958	$9,084	$205,675
SHAYNE MATTHEW HORAN	VP OF SCHOOLS	6.00	Highest	$24,731	$5,406	$170,281
ZALDY RAMIREZ	CO HEAD OF SCHOOL	40.00	Highest	$124,615	$8,004	$132,619
MEGAN DAVIS	CO HEAD OF SCHOOL	40.00	Highest	$124,615	$0	$124,615

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	$5,929,828	$6,199,935	$8,626,624	$-270,107
2024	$6,667,111	$6,405,837	$8,973,559	$261,274
2023	$6,554,820	$6,451,454	$8,749,546	$103,366
2022	$6,294,506	$6,724,254	$8,647,076	$-429,748
2021	$6,220,858	$5,458,484	$9,274,688	$762,374
2020	$7,137,461	$7,037,914	$8,578,501	$99,547
2019	$7,922,833	$7,640,095	$8,213,620	$282,738
2018	$7,659,640	$6,872,229	$7,959,227	$787,411

SUMMIT VIEW SCHOOL