Upper Valley Christian School (EIN 061643006) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

MICHELE M APPLEBY

Phone

5095485292

Tax Period

2023-08-01 to 2024-07-31

Upper Valley Christian School, founded in 2002, is a small nonprofit in the Education sector that reported $324K in total revenue in fiscal year 2023.

Mission

State approved Christian education to students in prekindergarten through 6th grade

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $128,615

Program Service Revenue $194,075

Investment Income $1,270

Other Revenue $0

TOTAL REVENUE $323,960

Expense Breakdown

Grants Paid $0

Salaries & Benefits $256,111

Fundraising Expenses $0

Program Expenses $316,169

Other Expenses $60,058

TOTAL EXPENSES $316,169

Year-over-Year Comparison

	2023	2022	Change
Revenue	$323,960	$304,099	+0.1%
Expenses	$316,169	$290,295	+0.1%
Net Income	$7,791	$13,804	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY JOHNSON	Chairman	2.000	Director	$0	$0	$0
ROBIN JOHN	Board Member	2.000	Director	$0	$0	$0
MICHELE M APPLEBY	Administrator	N/A	Key Emp	$0	$0	$0
HEATHER JOHNSTON	Board Member	2.000	Director	$0	$0	$0
TRACY BAKER	Board Member	2.000	Director	$0	$0	$0
BRENDA REAGAN	Board Member	2.000	Director	$0	$0	$0
JACOB ELLIS	Board Member	2.000	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	No data	No data	No data	No data
2024	$323,960	$316,169	$135,967	$7,791
2023	$304,099	$290,295	$120,032	$13,804
2022	$386,224	$373,039	$92,520	$13,185
2021	$361,543	$349,884	$83,566	$11,659

Upper Valley Christian School