RIVER VALLEY CHARTER SCHOOL FOUNDATION INC (EIN 043462020) - 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

2003

Legal Domicile

Principal Officer

SONIA SUELEN

Phone

9784650065

Tax Period

2024-07-01 to 2025-06-30

RIVER VALLEY CHARTER SCHOOL FOUNDATION INC, founded in 2003, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $447K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $180K, a strong 40% operating margin.

Mission

RAISE, DISTRIBUTE AND STEWARD FUNDS ON BEHALF OF THE RIVER VALLEY CHARTER SCHOOL.

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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 $166,666

Program Service Revenue $252,198

Investment Income $27,838

Other Revenue $0

TOTAL REVENUE $446,702

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $257,587

Other Expenses $266,269

TOTAL EXPENSES $266,269

Year-over-Year Comparison

	2024	2023	Change
Revenue	$446,702	$409,071	+0.1%
Expenses	$266,269	$380,852	-0.3%
Net Income	$180,433	$28,219	+5.4%

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

N/A

Volunteers

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

$94,231

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SONIA SUELEN	COMMITTEE CHAIR	2.00	Officer Director	$0	$0	$0
JENNIFER TRAMONTANA	COMMITTEE MEMBER	1.00	Director	$0	$0	$0
ELIZABETH RANKIN	COMMITTEE MEMBER	1.00	Director	$0	$0	$0
KAREN KUSE	COMMITTEE MEMBER	1.00	Director	$0	$15,327	$94,231
MELISSA LUGO	COMMITTEE MEMBER	1.00	Director	$0	$0	$0
MARK BISHOP	TREASURER	2.00	Officer Director	$0	$0	$0
CAROLINE ZAPPASODI	COMMITTEE MEMBER	1.00	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	$446,702	$266,269	$6,072,178	$180,433
2024	$409,071	$380,852	$6,093,809	$28,219
2023	$384,055	$417,092	$6,439,053	$-33,037
2022	$425,787	$335,826	$6,565,111	$89,961
2021	$518,560	$348,311	$6,837,206	$170,249
2020	$416,040	$424,604	$6,815,175	$-8,564
2019	$441,554	$717,888	$7,063,035	$-276,334
2018	$305,716	$396,088	$4,482,014	$-90,372

RIVER VALLEY CHARTER SCHOOL FOUNDATION INC