VALLEY SCHOOL OF LIGONIER

EIN: 250925088 501(c)(3) Education

LIGONIER, PA

Total Revenue
$9,770,746
Total Expenses
$10,564,761
Total Assets
$36,894,501
Net Assets
$35,844,217
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Financial Trends

Organization Details

Formation Year
1947
Legal Domicile
PA
Principal Officer
CATHARINE CATHEY
Phone
7242385015
Tax Period
2024-07-01 to 2025-06-30

VALLEY SCHOOL OF LIGONIER, founded in 1947, is a community nonprofit in the Education sector that reported $9.8M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Net assets of $35.8M represent 44 months of operating reserves.

Mission

IN AN ENVIRONMENT THAT IS SAFE, CHALLENGING, NURTURING, AND DISCIPLINED, VALLEY SCHOOL PROVIDES A BALANCED AND STRONG PROGRAM OF STUDY FOR A DIVERSE GROUP OF CHILDREN. OUR GOAL IS TO STIMULATE IN EACH YOUNG PERSON LIFELONG HABITS OF MORAL BEHAVIOR, SEEKING WISDOM, AND DOING GOOD WORKS FOR OTHERS.

Program Service Accomplishments

Program 1
Expenses: $8,081,345 Revenue: $4,172,655

VALLEY SCHOOL OF LIGONIER WAS FOUNDED IN 1946 BY CONSTANCE PROSSER MELLON AND GENERAL RICHARD KING MELLON. MRS. MELLON ENVISIONED VALLEY AS A NURTURING COMMUNITY WHERE A DIVERSE GROUP OF STUDENTS...

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VALLEY SCHOOL OF LIGONIER WAS FOUNDED IN 1946 BY CONSTANCE PROSSER MELLON AND GENERAL RICHARD KING MELLON. MRS. MELLON ENVISIONED VALLEY AS A NURTURING COMMUNITY WHERE A DIVERSE GROUP OF STUDENTS BUILD THEIR ACADEMIC, ARTISTIC, AND ATHLETIC SKILLS AND LEARN TO BECOME RESPONSIBLE AND COMPASSIONATE ADULTS. SHE FELT THAT CHILDREN LEARN BEST IN SMALL CLASSES WITH SKILLED TEACHERS WHO KNOW AND CARE ABOUT EACH CHILD. HOPING CHILDREN WOULD FEEL AT HOME IN NATURE, SHE SELECTED THE SCHOOL'S 400-ACRE WOOD SETTING.VALLEY SCHOOL'S PRIMARY RESPONSIBILITY IS TO OUR CHILDREN. WE PRESENT A PROGRAM CENTERED ON THE CONCEPT OF THE CONTINUOUS GROWTH OF THE WHOLE INDIVIDUAL. BECAUSE OF OUR SCHOOL'S RELATIVELY SMALL SIZE, WE CAN RECOGNIZE INDIVIDUAL NEEDS AND DIFFERENT RATES OF GROWTH AND MATURATION, AND OPPORTUNITIES FOR SUCCESS CAN EXIST FOR EACH CHILD. WE MAKE A DELIBERATE EFFORT TO DEVELOP THE FOLLOWING HABITS: THE ABILITY TO THINK; THE SELF-DISCIPLINE TO WORK IN A CAREFUL, IMAGINATIVE, AND INDEPENDENT MANNER; A WILLINGNESS TO TRUST AND COOPERATE POSITIVELY WITH OTHERS; THE ABILITY TO RISK AND TO ADAPT TO NEW SITUATIONS. WE WANT OUR CHILDREN TO BE HONEST WITH THEMSELVES AND WITH OTHERS. WE WANT THEM TO BE COMPASSIONATE HUMAN BEINGS.OUR GOALS ARE TO BUILD THE FOUNDATIONS OF ACADEMICS AND LIFE SKILLS NECESSARY FOR SELF-CONFIDENCE, ACADEMIC SUCCESS, AND THOUGHTFUL DECISION-MAKING. TO ACHIEVE THESE GOALS THE TEACHERS MUST DRAW CONTINUOUSLY UPON THEIR IMAGINATION, EXPERIENCE, KNOWLEDGE, AND HUMOR. THROUGH THEIR INTELLECTUAL EXCITEMENTS, CULTURE AND SYMPATHETIC RESPONSE TO A YOUNG PERSON'S ENTHUSIASM THEY CAN DRAW OUT THE INDIVIDUAL POTENTIALITIES OF THE CHILD. THE SCHOOL HOPES, MOREOVER, TO DEVELOP IN A CHILD, THROUGH A STIMULATING CURRICULUM, AN AWARENESS THAT LEARNING REQUIRES EFFORT AND THAT EACH OF US HAVE SOME RESPONSIBILITY FOR HIS OR HER OWN SUCCESSES AND FAILURES.THE SCHOOL'S CURRICULUM COMPRISES TRADITIONAL SUBJECTS. THROUGH THIS ACADEMIC COURSE WORK OUR CHILDREN STRIVE TO LEARN TO READ WITH UNDERSTANDING, REASON CAREFULLY, AND EXPRESS THEMSELVES THOUGHTFULLY AND CLEARLY, ORALLY AND IN THEIR WRITING. THE CONTENT OF THE CURRICULUM IS DESIGNED TO LEAD A STUDENT TO AN APPRECIATION OF MAN'S INTERRELATEDNESS, CULTURAL HERITAGE, CREATIVE POTENTIAL, AND THE WONDERS OF OUR NATURAL AND TECHNOLOGICAL WORLD. WHILE OUR EMPHASIS IS ON ACADEMIC SUBJECTS, WE ALSO REQUIRE PARTICIPATION AND ACCOMPLISHMENT IN THE ARTS, SPORTS, ELECTRONIC COMMUNICATION, OUTDOOR AND OFF-CAMPUS PROGRAMS. WE KNOW THAT WE CAN ACHIEVE THESE GOALS ONLY IN A SCHOOL COMMUNITY IN WHICH PARENTS AND FACULTY COMMUNICATE, AIM HIGH, ARE NOT DISCOURAGED BY FAILURE, AND AND SHARE A COMMON PURPOSE: THE WELL BEING AND GROWTH OF OUR CHILDRENVALLEY SERVES STUDENTS FROM WESTMORELAND, SOMERSET, CAMBRIA, FAYETTE, AND INDIANA COUNTIES LOCATED IN SOUTHWESTERN PENNSYLVANIA. CLASSES IN K-5 AVERAGE 20 STUDENTS, AND MOST UPPER SCHOOL CLASSES ARE DIVIDED WITH 13 STUDENTS PER SECTION. DURING THE FISCAL YEAR, APPROXIMATELY 200 STUDENTS WERE ENROLLED AT VALLEY SCHOOL. THE CURRICULUM IS CHALLENGING WITH HANDS-ON SCIENCE, TECHNOLOGY, LIBRARY, AND WORLD LANGUAGE ALL BEGINNING IN KINDERGARTEN. ALL STUDENTS PARTICIPATE IN MUSIC, ART, AND SPORTS. VALLEY SUPPORTS A BIG BROTHER/SISTER PROGRAM AND SEVERAL COMMUNITY SERVICE PROJECTS, CULMINATING IN A LEADERSHIP PROGRAM FOR NINTH GRADERS. YOUNGER STUDENTS TRAVEL LOCALLY ON FIELD TRIPS WHILE OLDER STUDENTS EXPLORE AREAS MORE DISTANT. VALLEY SCHOOL'S CAMPUS IS REMARKABLE AND SITS ON 400 ACRES OF WOODLANDS.

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Trantor Score

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,553,471
Program Service Revenue $4,172,655
Investment Income $1,808,305
Other Revenue $236,315
TOTAL REVENUE $9,770,746

Expense Breakdown

Grants Paid $1,567,254
Salaries & Benefits $5,478,754
Fundraising Expenses $367,221
Program Expenses $8,081,345
Other Expenses $3,518,753
TOTAL EXPENSES $10,564,761

Year-over-Year Comparison

2024 2023 Change
Revenue $9,770,746 $10,891,118 -0.1%
Expenses $10,564,761 $10,199,796 +0.0%
Net Income $-794,015 $691,322 -2.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
14
Independent Members
14
Employees
83
Volunteers
63

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
6
$432,788
Total Directors
15
$280,301
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CATHARINE CATHEY PRESIDENT 6.00
Officer Director
$0 $0 $0
DR ANTHONY P WILLIAMS TRUSTEE 2.00
Director
$0 $0 $0
EDWARD MORGAN TRUSTEE 2.00
Director
$0 $0 $0
ERIC ELEK TRUSTEE 2.00
Director
$0 $0 $0
JENNIFER T WELTY TRUSTEE 2.00
Director
$0 $0 $0
JESSICA L SHIREY TRUSTEE 2.00
Director
$0 $0 $0
NATHANIAL MCCONNELL TRUSTEE 2.00
Director
$0 $0 $0
LISA R FREDERICK SECRETARY 2.00
Officer Director
$0 $0 $0
NATHANIEL D DEROSE TRUSTEE 2.00
Director
$0 $0 $0
PATRICK F KOCH TRUSTEE 2.00
Director
$0 $0 $0
PAUL HANNAH TREASURER 5.00
Officer Director
$0 $0 $0
RALPH ARTUSO VICE PRESIDENT 3.00
Officer Director
$0 $0 $0
RYAN BUSCH TRUSTEE 2.00
Director
$0 $0 $0
STEPHANIE A VAN NORMAN TRUSTEE 2.00
Director
$0 $0 $0
JONATHAN STRECKER HEAD OF SCHOOL 50.00
Officer Director
$208,973 $71,328 $280,301
MARY MEHALA HEAD OF FINANCE AND OPERAT 40.00
Officer
$112,020 $40,467 $152,487
DAVID M KIRKLAND UPPER SCHOOL HEAD 40.00
Highest
$103,113 $5,300 $108,413
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 $9,770,746 $10,564,761 $36,894,501 $-794,015
2024 $10,891,118 $10,199,796 $36,386,609 $691,322
2023 $7,990,841 $9,300,724 $35,647,401 $-1,309,883
2022 $8,204,810 $7,932,954 $34,980,810 $271,856
2021 $9,232,473 $7,063,474 $38,211,496 $2,168,999
2020 $5,551,119 $6,665,173 $32,177,816 $-1,114,054
2019 $6,074,069 $6,859,008 $33,039,758 $-784,939
2018 $7,669,435 $6,593,292 $33,920,213 $1,076,143
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