SOUTH VALLEY ACADEMY INC

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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

2009

Legal Domicile

Principal Officer

Ronda Owens

Phone

4807792010

Tax Period

2024-07-01 to 2025-06-30

SOUTH VALLEY ACADEMY INC, founded in 2009, is a community nonprofit in the Education sector that reported $2.7M in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year.

Mission

The School's mission is to provide each student & family we serve with high quality college preparatory educational programs & services designed to stimulate life-long learning

Program Service Accomplishments

Program 1

Expenses: $2,735,436 Revenue: $29,570

South Valley Academy, Inc. served students in grades fifth through eighth. Students are taught in accordance with the standards set forth by the State of Arizona and demonstrated progress in writing...

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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 $2,717,324

Program Service Revenue $19,200

Investment Income $0

Other Revenue $10,370

TOTAL REVENUE $2,746,894

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,726,092

Fundraising Expenses $0

Program Expenses $2,735,436

Other Expenses $1,090,047

TOTAL EXPENSES $2,816,139

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,746,894	$3,269,658	-0.2%
Expenses	$2,816,139	$2,985,914	-0.1%
Net Income	$-69,245	$283,744	-1.2%

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

N/A

Employees

N/A

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

$362,621

Total Directors

$265,477

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ronda Owens	Director/President	8	Officer Director	$0	$180	$188,907
KJ Weihing	Vice President of Finance	1	Officer	$0	$5,400	$173,714
Cassie Hammond	Director/Accountant	1	Director	$0	$5,400	$76,570

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	$2,746,894	$2,816,139	$5,426,031	$-69,245
2024	$3,269,658	$2,985,914	$5,840,457	$283,744
2023	$2,602,560	$2,639,618	$5,537,234	$-37,058
2022	$2,679,117	$2,564,423	$5,537,180	$114,694
2021	$2,113,049	$2,191,151	$5,667,301	$-78,102
2020	$1,962,666	$2,100,809	$5,723,392	$-138,143