SOUTH VALLEY EDUCATIONAL FOUNDATION (EIN 452333182) - 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

2014

Legal Domicile

Principal Officer

CHARLOTTE ALDERETE TRUJILLO

Phone

5053060867

Tax Period

2024-01-01 to 2024-12-31

Mission

THE CORPORATION HAS BEEN ORGANIZED TO OPERATE EXCLUSIVELY FOR CHARITABLE PURPOSES, INCLUDING BUT NOT LIMITED TO ENGAGE IN FUNDRAISING ACTIVITIES, SOLICIT DONATIONS AND APPLY FOR GRANTS FOR A BENEFIT OF SOUTH VALLEY PREPARATORY SCHOOL, A SCHOOL CHARTERED BYTHE STATE OF NM

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,141

Other Expenses $11,141

TOTAL EXPENSES $11,141

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	N/A	N/A
Expenses	$11,141	$1,162	+8.6%
Net Income	N/A	$-1,162	N/A

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLOTTE ALDERETE TRUJILLO	REGISTERED AGENT	10.00	Officer	$0	$0	$0
MORRY ROYBAL	VICE CHAIR	0.00	Officer	$0	$0	$0
MICHAELA TRUJILLO	TREASURER	0.00	Officer	$0	$0	$0
MELISSA ONTIVEROS	MEMBER	0.00	Officer	$0	$0	$0
DIEGO GALLEGOS	MEMBER	0.00	Officer	$0	$0	$0
TIFFANY CAVILLION	SECRETARY	0.00	Officer	$0	$0	$0
CLARA PENA	MEMBER	0.00	Officer	$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
2024	No data	$11,141	$44,328	No data
2023	No data	$1,162	$55,469	No data
2022	$61,875	$4,993	$60,989	$56,882

SOUTH VALLEY EDUCATIONAL FOUNDATION