Scale Leadership Academy

Nonprofit profile at a glance

EIN
800933660
IRS 990 coverage
2014–2024
Forms available
Form 990 2024
Location
Corona, CA, USA
Phone
9093250710
Rating
84
Verdict
STRONG
Rating confidence
Moderate
Sector
Elementary, Secondary Education, K - 12

Official website

Reported finances

Revenue
$21,253,707
Expenses
$21,577,009
Assets
$5,348,473
Liabilities
$2,205,145

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

9 people listed

Highest reported compensation

  • Lloyd C Shockley (Executive Dir.): $140,426 total reported compensation
  • LaToya M Carter (Principal): $100,495 total reported compensation
  • Ruby Avendano (Treasurer): $65,762 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 establish a k-12 independent and non-classroom based public charter school that sets students on a path to success in high school, college, and beyond.

What it reported doing in 2024

Scale Leadership Academy is a k-12 public charter school that offers an alternative independent study/online learning options for students with alternative learning styles. SLA's program offerings include online learning, credit recovery, accelerated learning, and program flexibility on a year-round basis. During the 2021-2022 school year SLA served approximately 1,013 students on average. A significant number of students that were enrolled year-round were students that were previously performing below grade level and were seeking learning options that were an alternative to traditional and crowded learning environments.

Operating model

Revenue model
Earned-program. 81% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

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: 86
  • Transparency & Controls: 92
  • Accountability: 77
  • Sustainability: 27
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 97.1%; rating input score 97
  • Program expense ratio: 95.6%; rating input score 96
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd 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; 66th percentile among comparable filings
  • Governance controls: 4 of 9 controls in place; rating input score 44
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Fail
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -1.5%; rating input score 25; 25th percentile among comparable filings
  • Total-asset coverage ratio: 0.25; rating input score 6; 6th percentile among comparable filings
  • Liabilities to assets ratio: 0.41; rating input score 36; 36th percentile among comparable filings
  • Officer compensation ratio: 1.4%; rating input score 82; 82nd percentile among comparable filings

Growth

  • Program expense growth: 19.2% per year; rating input score 100; 89th percentile among comparable filings
  • Revenue growth: 16.1% per year; rating input score 100; 88th percentile among comparable filings
  • Asset growth: 13.2% per year; rating input score 100; 76th percentile among comparable filings

Details

  • Where the money goes: 97.1% of revenue deployed · 95.6% of spending went to programs
  • Governance: 6 of 6 board members independent · 4 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $20.6M in reported program spending
  • Leadership: top reported pay $140K · 9 people listed
  • Highest-paid contractors: 5 contractors listed · $3.6M reported
  • Consistency: 29 of 29 current checks pass
  • Schedules: 5 filed schedules · includes major donors
  • Filing history: 10 filing years from 2014 to 2024
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • 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.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • Moderate — Accountability: Governance controls: 5 of 9 not reported.
  • High — Sustainability: Operating margin scored 25/100.
  • High — Sustainability: Total-asset coverage ratio scored 6/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 36/100.
  • Review — Grant Readiness: California registration: this organization could not be resolved against the register, so the check is unfinished.