Santa Ynez Valley Charter School Inc
Nonprofit profile at a glance
- EIN
- 770552159
- IRS 990 coverage
- 2013–2024
- Forms available
- Form 990 2024
- Location
- Santa Ynez, CA, USA
- Phone
- 8056867363
- Rating
- 82
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Charter Schools
Reported finances
- Revenue
- $2,805,935
- Expenses
- $3,158,508
- Assets
- $909,888
- Liabilities
- $588,335
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- Matt Stockton (President)
- Erin Pollaro (Vice President)
Highest reported compensation
- John Dewey (Director): $145,000 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To work collaboratively to create a supportive innovative and academically challenging educational environment that nurtures its students and prepares them for high school and beyond through close curricular articulation.
What it reported doing in 2024
Education: Provide a K-8 Public School of Choice in which participants can enjoy the benefits of a small learning community that is enhanced by the educational and budgetary flexibility afforded by Charter School law.
Operating model
- Revenue model
- Grant-funded. 82% of the money available for current operations came from government grants.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 92
- Transparency & Controls: 85
- Accountability: 69
- Sustainability: 16
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 89.9%; rating input score 90
- Fundraising efficiency: $20.69 raised per $1 spent on fundraising; rating input score 60; 60th percentile among comparable filings
Transparency & Controls
- Consistency checks: 90.9%; rating input score 91; 5th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 2 of 8 controls in place; rating input score 25
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: -12.6%; rating input score 11; 11th percentile among comparable filings
- Total-asset coverage ratio: 0.29; rating input score 9; 9th percentile among comparable filings
- Liabilities to assets ratio: 0.65; rating input score 15; 15th percentile among comparable filings
- Officer compensation ratio: 4.6%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 7.5% per year; rating input score 100; 53rd percentile among comparable filings
- Revenue growth: 4.5% per year; rating input score 100; 38th percentile among comparable filings
- Asset growth: 0.1% per year; rating input score 100; 13th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 89.9% of spending went to programs
- Governance: 9 of 9 board members independent · 2 of 8 filing controls reported
- Programs: 3 filed program accomplishments · $2.8M in reported program spending
- Leadership: top reported pay $145K · 10 people listed
- Consistency: 37 of 40 current checks pass · 3 findings to review
- Schedules: 5 filed schedules · includes major donors
- Filing history: 12 filing years from 2013 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Accountability: Governance controls: 5 of 7 not reported.
- High — Sustainability: Operating margin scored 11/100.
- High — Sustainability: Total-asset coverage ratio scored 9/100.
- Moderate — Transparency & Controls: Functional expense sum did not reconcile in the filed values.
- Moderate — Transparency & Controls: Part IX CompCurrentOfficersDirectors column sum did not reconcile in the filed values.
- Moderate — Transparency & Controls: Part IX FeesForServicesOther column sum did not reconcile in the filed values.
- High — Sustainability: Liabilities to assets ratio scored 15/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.