THE SCHOOL IN ROSE VALLEY (EIN 231365965) - 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

1929

Legal Domicile

Principal Officer

NAVA HALL

Phone

6105661088

Tax Period

2024-07-01 to 2025-06-30

THE SCHOOL IN ROSE VALLEY, founded in 1929, is a community nonprofit in the Education sector that reported $5.6M in total revenue in fiscal year 2024. Expenses of $5.3M left a modest 5% surplus.

Mission

THE SCHOOL IN ROSE VALLEY IS A PROGRESSIVE SCHOOL FOR CHILDREN IN PRESCHOOL THROUGH SIXTH GRADE. IN OUR CLASSROOMS AND OUR WOODED CAMPUS, TEACHERS AND STUDENTS CREATE EXPERIENCES THAT AROUSE CURIOSITY, STRETCH MUSCLES, STRENGTHEN INITIATIVE, AND STIMULATE QUESTIONS.

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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 $405,787

Program Service Revenue $5,052,588

Investment Income $93,681

Other Revenue $17,774

TOTAL REVENUE $5,569,830

Expense Breakdown

Grants Paid $870,118

Salaries & Benefits $3,333,630

Fundraising Expenses $120,545

Program Expenses $4,423,507

Other Expenses $1,076,677

TOTAL EXPENSES $5,280,425

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,569,830	$5,397,770	+0.0%
Expenses	$5,280,425	$4,877,568	+0.1%
Net Income	$289,405	$520,202	-0.4%

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

161

Volunteers

140

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

$110,807

Total Directors

$131,208

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROD STANTON	HEAD OF SCHO	40.00	Director	$125,400	$5,808	$131,208
NAVA HALL	BUSINESS & F	40.00	Officer	$98,388	$12,419	$110,807
PEGGY BECK	DIRECTOR	1.00	Director	$0	$0	$0
CURT BONSALL-SHEPARD	DIRECTOR	1.00	Director	$0	$0	$0
TONY CHO	DIRECTOR	1.00	Director	$0	$0	$0
BARB CROZIER	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN ETHERIDGE	DIRECTOR	1.00	Director	$0	$0	$0
CORY LONG	DIRECTOR	1.00	Director	$0	$0	$0
JASON MAGIDSON	DIRECTOR	1.00	Director	$0	$0	$0
CARRIE MILUSKI	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER PECK	DIRECTOR	1.00	Director	$0	$0	$0
SHELLEY PRESTON	DIRECTOR	1.00	Director	$0	$0	$0
HALEY PURDY	DIRECTOR	1.00	Director	$0	$0	$0
NARDA QUIGLEY	CHAIR	1.00	Officer Director	$0	$0	$0
BRIAN RAINVILLE	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLI SMITH	DIRECTOR	1.00	Director	$0	$0	$0
DANI STEFANIK	VICE 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	$5,569,830	$5,280,425	$7,331,989	$289,405
2024	$5,397,770	$4,877,568	$6,839,963	$520,202
2023	$4,785,824	$4,456,535	$6,155,112	$329,289
2022	$4,445,733	$3,669,908	$5,741,886	$775,825
2021	$2,901,824	$3,095,339	$5,495,893	$-193,515
2020	$3,099,129	$3,066,080	$4,807,255	$33,049
2019	$3,505,530	$2,994,489	$5,194,981	$511,041
2018	$2,913,860	$2,861,274	$4,838,347	$52,586

THE SCHOOL IN ROSE VALLEY