EDUCATIONAL RESOURCES INCORPORATED DBA THE MIAMI VALLEY SCHOOL (EIN 310591154) - 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

1964

Legal Domicile

Principal Officer

DAVID LONG

Phone

9374344444

Tax Period

2024-07-01 to 2025-06-30

EDUCATIONAL RESOURCES INCORPORATED DBA THE MIAMI VALLEY SCHOOL, founded in 1964, is a mid-sized nonprofit that reported $16.3M in total revenue in fiscal year 2024. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.0M, a strong 31% operating margin.

Mission

INDEPENDENT COLLEGE-PREPARATORY EDUCATION

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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 $5,931,786

Program Service Revenue $9,648,019

Investment Income $508,344

Other Revenue $189,350

TOTAL REVENUE $16,277,499

Expense Breakdown

Grants Paid $129,010

Salaries & Benefits $7,825,939

Fundraising Expenses $494,992

Program Expenses $8,253,825

Other Expenses $3,326,520

TOTAL EXPENSES $11,281,469

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,277,499	$11,639,762	+0.4%
Expenses	$11,281,469	$11,380,938	0.0%
Net Income	$4,996,030	$258,824	+18.3%

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

220

Volunteers

110

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

$510,999

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN BOMMER	TRUSTEE	2.00	Director	$0	$0	$0
SHELLEY DICKSTEIN	TRUSTEE	2.00	Director	$0	$0	$0
MATT HERDER	TRUSTEE	2.00	Director	$0	$0	$0
LAUREN KATZ MADERA	TRUSTEE	2.00	Director	$0	$0	$0
DAVID MONTGOMERY	TRUSTEE	2.00	Director	$0	$0	$0
SANJEETH PAI	TRUSTEE	2.00	Director	$0	$0	$0
VIPAL PATEL	TRUSTEE	2.00	Director	$0	$0	$0
JEFF SAMUELSON	TRUSTEE	2.00	Director	$0	$0	$0
LOLA SIGNOM	TRUSTEE	2.00	Director	$0	$0	$0
MARK SHAKER	TRUSTEE	2.00	Director	$0	$0	$0
KIM SPURGEON	TRUSTEE	2.00	Director	$0	$0	$0
RACHEL WARD	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL WRIGHT	TRUSTEE	2.00	Director	$0	$0	$0
TERRENCE WRIGHT	TRUSTEE	2.00	Director	$0	$0	$0
RADHA REDDY MD	TRUSTEE - PRESIDENT	2.00	Officer Director	$0	$0	$0
KERI BROWN KIRSCHMAN	TRUSTEE - VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
SCOTT MACDONALD	TRUSTEE - TREASURER	2.00	Officer Director	$0	$0	$0
KIMBERLY JARVIS	TRUSTEE - SECRETARY	2.00	Officer Director	$0	$0	$0
DAVID LONG	HEAD OF SCHOOL	40.00	Officer	$250,213	$96,047	$346,260
ANN KNERR-SMITH	CFO & COO	40.00	Officer	$147,954	$16,785	$164,739
MICHAEL BOYER	DIRECTOR OF MIDDLE SCHOOL	40.00	Highest	$102,063	$36,653	$138,716
MICHELE GAUDET	DIRECTOR OF LOWER SCHOOL	40.00	Highest	$108,340	$20,900	$129,240
DEBORAH SPIEGEL	ASST HEAD OF SCHOOL	40.00	Highest	$108,920	$18,775	$127,695

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	$16,277,499	$11,281,469	$29,614,882	$4,996,030
2024	$11,639,762	$11,380,938	$22,239,478	$258,824
2023	$10,055,756	$10,522,114	$22,197,898	$-466,358
2022	$9,744,773	$10,169,072	$21,098,796	$-424,299
2021	$10,761,995	$9,388,542	$23,508,482	$1,373,453
2020	$9,034,299	$9,522,652	$21,551,733	$-488,353
2019	$8,914,011	$9,967,985	$21,130,395	$-1,053,974
2018	$9,945,859	$9,444,834	$22,749,174	$501,025

EDUCATIONAL RESOURCES INCORPORATED DBA THE MIAMI VALLEY SCHOOL