Estancia Valley Classical Academy Foundation (EIN 450637870) - 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

2011

Legal Domicile

Principal Officer

Alisha Urquhart

Phone

5053509218

Tax Period

2022-07-01 to 2023-06-30

Estancia Valley Classical Academy Foundation, founded in 2011, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2022. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $971K left a modest 11% surplus.

Mission

The EVCA Foundation's Purpose is to receive and maintain funds or real and/or personal property and to use such funds/property exclusively for the purpose of supporting Estancia Valley Classical Academy Charter School, a New Mexico Public Charter School.

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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 $14,856

Program Service Revenue $951,403

Investment Income $57,853

Other Revenue $71,237

TOTAL REVENUE $1,095,349

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $952,056

Other Expenses $970,704

TOTAL EXPENSES $970,704

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,095,349	$873,728	+0.3%
Expenses	$970,704	$1,733,832	-0.4%
Net Income	$124,645	$-860,104	-1.1%

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

N/A

Volunteers

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
Alisha Urquhart	Treasurer	10.00	Officer Director	$0	$0	$0
Dan Garton	Director	1.00	Director	$0	$0	$0
Tiffany Abbott	President	10.00	Officer Director	$0	$0	$0
Susan Walter	Director	1.00	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	$1,095,349	$970,704	$13,693,456	$124,645
2022	$873,728	$1,733,832	$13,915,941	$-860,104
2022	$873,728	$2,060,517	$13,591,551	$-1,186,789
2021	$1,275,295	$1,189,898	$10,190,994	$85,397
2020	$1,187,268	$1,160,981	$10,179,296	$26,287

Estancia Valley Classical Academy Foundation