CARBON VALLEY ACADEMY (EIN 202488853) - 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

2005

Principal Officer

CHRISTINA HAFEMANN

Tax Period

2022-07-01 to 2023-06-30

CARBON VALLEY ACADEMY, founded in 2005, is a community nonprofit in the Education sector that reported $3.6M in total revenue in fiscal year 2022. Revenue surged 36% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE RICH CONTENT AND SOLID SKILLS INSTRUCTION IN AN ENVIRONMENT THAT CHAMPIONS CHARACTER AND PERSONAL ACADEMIC ACHIEVEMENT. CARBON VALLEY PROVIDES A PUBLIC EDUCTION TO STUDENTS, PRESCHOOL THROUGH GRADE 8.

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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 (2022)

Revenue Breakdown

Contributions & Grants $498,485

Program Service Revenue $3,034,039

Investment Income $0

Other Revenue $25,372

TOTAL REVENUE $3,557,896

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,205,039

Fundraising Expenses $0

Program Expenses $1,919,268

Other Expenses $1,428,882

TOTAL EXPENSES $3,633,921

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,557,896	$2,612,186	+0.4%
Expenses	$3,633,921	$2,395,544	+0.5%
Net Income	$-76,025	$216,642	-1.4%

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

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
CHRISTINA HAFEMANN	PRESIDENT	2.00	Officer Director	$0	$0	$0
WAYNE REYBURN	BOARD MEMBER	2.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$3,557,896	$3,633,921	$10,527,055	$-76,025
2022	$2,612,186	$2,395,544	$2,263,124	$216,642
2021	$2,142,672	$1,159,562	$1,395,323	$983,110

CARBON VALLEY ACADEMY