Nonprofit · EIN 46-3769300
VISTA OAKS CHARTER SCHOOL
Tax-exempt · LODI, CA 95242
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $14,556,054 | $14,441,005 | $115,049 | $4,901,940 | $841,166 | $4,060,774 |
| June 30, 2024 | 990 | $14,106,092 | $13,579,982 | $526,110 | $5,767,045 | $1,821,320 | $3,945,725 |
| June 30, 2023 | 990 | $12,270,916 | $11,830,296 | $440,620 | $6,230,771 | $2,811,156 | $3,419,615 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $14,556,054
- of which government grants
- $14,440,660
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $388,266
- Other salaries and wages
- $7,217,077
- Salaries, compensation and benefits (total)
- $10,219,696
- Professional fundraising fees
- $0
- Travel
- $62,602
- Depreciation
- $75,880
- Program services (functional)
- $13,086,089
- Management and general (functional)
- $1,354,916
Balance sheet and other
- Total assets, start of year
- $5,767,045
- Total assets, end of year
- $4,901,940
- Total liabilities, end of year
- $841,166
- Net assets, end of year
- $4,060,774
- Land, buildings and equipment
- $333,251
- Net assets without donor restrictions
- $4,060,774
- Gross receipts
- $14,556,054
- Employees
- 102
- Volunteers
- 0
- Year formed
- 2014
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOY GROEN | EXECUTIVE DIRECTOR Officer | 40 | $216,116 |
| ALTON SEYFORD | ASSOCIATE DIRECTOR Officer | 40 | $172,150 |
| LUCY BERK-FISHER | TEACHER Highest-paid employee | 40 | $143,700 |
| SHARON PRATER | TEACHER Highest-paid employee | 40 | $142,185 |
| DEANNA WALL | TEACHER Highest-paid employee | 40 | $137,942 |
| KENDALL MICCO | TEACHER Highest-paid employee | 40 | $136,140 |
| MEGAN BALDERAS | TEACHER Highest-paid employee | 40 | $132,563 |
| TIFFANY VIOLICH | MEMBER Trustee or director | 1 | $121,520 |
| MARY WRIGHT | MEMBER Trustee or director | 1 | $80,958 |
| LISA MISASI | PRESIDENT Trustee or director, Officer | 1 | $0 |
| KIM CARDIEL | SECRETARY Trustee or director, Officer | 1 | $0 |
| SUSAN WILLIAMS | MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOY GROEN | EXECUTIVE DIRECTOR Officer | 40 | $193,636 | $193,636 |
| ALTON SEYFORD | ASSOCIATE DIRECTOR Officer | 40 | $166,090 | $0 |
| LUCY BERK-FISHER | TEACHER Highest-paid employee | 40 | $139,973 | $0 |
| SHARON PRATER | TEACHER Highest-paid employee | 40 | $138,053 | $0 |
| DEANNA WALL | TEACHER Highest-paid employee | 40 | $132,631 | $0 |
| PAMELA JACOBSON | TEACHER Highest-paid employee | 40 | $132,510 | $0 |
| KENDALL MICCO | TEACHER Highest-paid employee | 40 | $131,129 | $0 |
| MEGAN BALDERAS | TEACHER Highest-paid employee | 40 | $121,406 | $0 |
| KARA FOX | TEACHER Highest-paid employee | 40 | $120,837 | $0 |
| LAURA STRAIN | TEACHER Highest-paid employee | 40 | $118,989 | $0 |
| DANA MORAN | TEACHER Highest-paid employee | 40 | $116,775 | $0 |
| TIFFANY VIOLICH | TEACHER Highest-paid employee | 40 | $115,502 | $0 |
| MARGIE MCGEE | TEACHER Highest-paid employee | 40 | $112,471 | $0 |
| STACEY AMERINO | TEACHER Highest-paid employee | 40 | $110,656 | $0 |
| KATIE HOELLWARTH | TEACHER Highest-paid employee | 40 | $109,390 | $0 |
| LAURA CALVERT | TEACHER Highest-paid employee | 40 | $108,322 | $0 |
| JENNIFER WOLTKAMP | TEACHER Highest-paid employee | 40 | $106,685 | $0 |
| KATHRYN MAYO | TEACHER Highest-paid employee | 40 | $105,886 | $0 |
| SOMADY LEDSMA | TEACHER Highest-paid employee | 40 | $104,831 | $0 |
| MICHELLE ELLISON | TEACHER Highest-paid employee | 40 | $103,785 | $0 |
| CAROLYN DODDS | TEACHER Highest-paid employee | 40 | $103,379 | $0 |
| LYDIA ZUROFF | TEACHER Highest-paid employee | 40 | $102,266 | $0 |
| ERIN MASS | TEACHER Highest-paid employee | 40 | $100,111 | $0 |
| LISA MISASI | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| KIM CARDIEL | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| TIFFANY VIOLICH | MEMBER Trustee or director | 1 | $0 | $0 |
| MARY WRIGHT | MEMBER Trustee or director | 1 | $0 | $0 |
| SUSAN WILLIAMS | MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOY GROEN | EXECUTIVE DIRECTOR Officer | 40 | $179,406 |
| ALTON SEYFORD | ASSOCIATE DIRECTOR Officer | 40 | $152,913 |
| LUCY BERK-FISHER | TEACHER Highest-paid employee | 40 | $132,929 |
| SHARON LYNN PRATER | LEAD TEACHER Highest-paid employee | 40 | $131,780 |
| PAMELA JACOBSON | TEACHER Highest-paid employee | 40 | $131,694 |
| KENDALL MICCO | TEACHER Highest-paid employee | 40 | $117,036 |
| MARGIE MCGEE | TEACHER Highest-paid employee | 40 | $116,821 |
| LISA MISASI | PRESIDENT Trustee or director, Officer | 1 | $0 |
| KIM CARDIEL | SECRETARY Trustee or director, Officer | 1 | $0 |
| TIFFANY VIOLICH | MEMBER Trustee or director | 1 | $0 |
| MARY WRIGHT | MEMBER Trustee or director | 1 | $0 |
| SUSAN WILLIAMS | MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 315 S LOWER SACRAMENTO RD, LODI, CA 95242-3322
- In care of
- % JOY GROEN
- Principal officer (990 for 2024)
- LISA MISASI, 315 S LOWER SACRAMENTO RD STE A, LODI, CA 95242
- Signed the 990
- JOY GROEN, EXECUTIVE DIRECTOR
- Phone
- (209) 365-4060
- Website
- WWW.VISTAOAKS.NET
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 46-3769300 or by the name VISTA OAKS CHARTER SCHOOL.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO CREATE A RESPECTFUL LEARNING ENVIRONMENT WHERE EACH STUDENT CAN REACH HIS OR HER FULLEST POTENTIAL THROUGH AN INDIVIDUALIZED, STANDARDS-BASED EDUCATIONAL PROGRAM, STRUCTURED FOR STUDENT'S SUCCESS.
Program accomplishments
- OPERATION OF A PUBLIC CHARTER SCHOOL.Expenses $13,086,089
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 46-3769300
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $4,901,940
- Income (IRS master file)
- $14,556,054
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $14,556,054 | $14,441,005 | $4,901,940 | IRS |
| 990 | June 2024 | $14,106,092 | $13,579,982 | $5,767,045 | IRS |
| 990 | June 2023 | $12,270,916 | $11,830,296 | $6,230,771 | XML |
| 990 | June 2022 | $11,199,677 | $10,462,876 | $3,276,432 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-3769300).
Questions about VISTA OAKS CHARTER SCHOOL
- What is the EIN of VISTA OAKS CHARTER SCHOOL?
- The employer identification number (EIN) of VISTA OAKS CHARTER SCHOOL is 46-3769300.
- Is VISTA OAKS CHARTER SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to VISTA OAKS CHARTER SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does VISTA OAKS CHARTER SCHOOL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of VISTA OAKS CHARTER SCHOOL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did VISTA OAKS CHARTER SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of VISTA OAKS CHARTER SCHOOL?
- The 990 for the year ended June 30, 2025 names LISA MISASI.
- Who are the officers and directors of VISTA OAKS CHARTER SCHOOL?
- The 990 for the year ended June 30, 2025 lists 12 people; 9 received compensation from the organization, the highest $216,116 (JOY GROEN, EXECUTIVE DIRECTOR).
- How much revenue does VISTA OAKS CHARTER SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $14,556,054, expenses of $14,441,005 and total assets of $4,901,940 at year end.
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