UPPER VALLEY TEACHER TRAINING PROGRAM INC DBA UPPER VALLEY EDUCATORS INSTITUTE (EIN 020423502) - Form 990 Financial Analysis & Trantor Score

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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

1988

Legal Domicile

Principal Officer

R PAGE TOMPKINS

Phone

6036784888

Tax Period

2024-07-01 to 2025-06-30

UPPER VALLEY TEACHER TRAINING PROGRAM INC DBA UPPER VALLEY EDUCATORS INSTITUTE, founded in 1988, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $1.1M left a modest 4% surplus.

Mission

TO PREPARE, INSPIRE AND SUPPORT ASPIRING K-12 TEACHERS AND SCHOOL LEADERS.

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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 $131,344

Program Service Revenue $924,471

Investment Income $115,573

Other Revenue $26,270

TOTAL REVENUE $1,197,658

Expense Breakdown

Grants Paid $92,820

Salaries & Benefits $805,668

Fundraising Expenses $46,887

Program Expenses $882,920

Other Expenses $250,618

TOTAL EXPENSES $1,149,106

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,197,658	$933,551	+0.3%
Expenses	$1,149,106	$1,002,156	+0.1%
Net Income	$48,552	$-68,605	-1.7%

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

N/A

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

$120,683

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
R PAGE TOMPKINS	PRESIDENT	40.00	Officer	$120,683	$0	$120,683
MARIANNE PETERS	DIRECTOR	1.00	Director	$0	$0	$0
TOM DEBALSI	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL LIVINGSTON	DIRECTOR	1.00	Director	$0	$0	$0
ANNE HILL	SECRETARY	1.00	Officer Director	$0	$0	$0
KRISTIN WILSON	Director	1.00	Director	$0	$0	$0
KEN CADOW	Director	1.00	Director	$0	$0	$0
TOM CANDON	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT WEBBER	TREASURER	1.00	Officer Director	$0	$0	$0
LISA FLOYD	DIRECTOR	1.00	Director	$0	$0	$0
LEAH WHEELAN	DIRECTOR	1.00	Director	$0	$0	$0
JENNY BRADLEY	DIRECTOR	1.00	Director	$0	$0	$0
PHIL HANLON	DIRECTOR	1.00	Director	$0	$0	$0
PAUL MORRISON	CHAIR	1.00	Officer 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	$1,197,658	$1,149,106	$3,399,314	$48,552
2024	$933,551	$1,002,156	$3,230,114	$-68,605
2023	$930,534	$1,046,235	$3,185,012	$-115,701
2022	$993,356	$1,015,442	$3,234,902	$-22,086
2021	$1,535,997	$982,409	$3,596,223	$553,588
2020	$1,628,083	$829,632	$2,891,260	$798,451
2019	$756,000	$873,626	$2,036,497	$-117,626

UPPER VALLEY TEACHER TRAINING PROGRAM INC DBA UPPER VALLEY EDUCATORS INSTITUTE