SUDBURY VALLEY SCHOOL INC (EIN 042457051) - 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

Legal Domicile

Phone

5088773030

Tax Period

2024-07-01 to 2025-06-30

SUDBURY VALLEY SCHOOL INC is a small nonprofit that reported $675K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Expenses of $802K exceeded revenue, resulting in a 19% operating deficit.

Mission

OPERATION OF A SCHOOL SERVICING APPROXIMATELY 75 STUDENTS.

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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 $19,515

Program Service Revenue $621,386

Investment Income $34,426

Other Revenue $0

TOTAL REVENUE $675,327

Expense Breakdown

Grants Paid $0

Salaries & Benefits $559,921

Fundraising Expenses $0

Program Expenses $739,563

Other Expenses $241,856

TOTAL EXPENSES $801,777

Year-over-Year Comparison

	2024	2023	Change
Revenue	$675,327	$803,520	-0.2%
Expenses	$801,777	$785,237	+0.0%
Net Income	$-126,450	$18,283	-7.9%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEAN COTE	STAFF	40.00		$76,959	$0	$76,959
KEVIN BLOOD	STAFF	40.00		$68,982	$0	$68,982
MIKEL MATISOO	STAFF	40.00		$66,035	$0	$66,035
FRANCESCA MATISOO	N/A	0.00		$45,696	$0	$45,696
MIRIAM SADOFSKY	STAFF	40.00		$40,890	$0	$40,890
COLE BURGESS	Chairman	0.00	Director	$0	$0	$0
LUNA EKENDIZ	Secretary	0.00	Director	$0	$0	$0
SCOTT GRAY	Treasurer	40.00	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	$675,327	$801,777	$1,054,813	$-126,450
2024	No data	No data	No data	No data
2023	$1,172,397	$804,755	$1,315,623	$367,642
2022	$876,838	$939,246	$849,451	$-62,408
2021	$848,225	$951,395	$1,137,594	$-103,170
2020	$1,134,987	$1,127,300	$1,578,918	$7,687
2019	$1,090,862	$1,181,352	$1,235,275	$-90,490

SUDBURY VALLEY SCHOOL INC