Seneca Valley Foundation (EIN 454050585) - 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

Dana Kirk

Tax Period

2023-07-01 to 2024-06-30

Seneca Valley Foundation, founded in 2011, is a small nonprofit in the Education sector that reported $263K in total revenue in fiscal year 2023. Revenue surged 41% from the prior year, signaling strong growth momentum. Expenses of $350K exceeded revenue, resulting in a 33% operating deficit.

Mission

Provide funding for Seneca Valley School District education purposes.

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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 (2023)

Revenue Breakdown

Contributions & Grants $148,450

Program Service Revenue $0

Investment Income $5,635

Other Revenue $108,530

TOTAL REVENUE $262,615

Expense Breakdown

Grants Paid $63,414

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $263,111

Other Expenses $286,918

TOTAL EXPENSES $350,332

Year-over-Year Comparison

	2023	2022	Change
Revenue	$262,615	$186,645	+0.4%
Expenses	$350,332	$134,786	+1.6%
Net Income	$-87,717	$51,859	-2.7%

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

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
Terry Shulsky	Trustee	0.00	Director	$0	$0	$0
David Silvester Resigned 21524	Trustee	0.00	Director	$0	$0	$0
Marie Palano	Trustee	0.00	Director	$0	$0	$0
Scott Phelps	Trustee	0.00	Director	$0	$0	$0
Rosemary Piso	Trustee	0.00	Director	$0	$0	$0
Jeff Roberts	Trustee	0.00	Director	$0	$0	$0
Tracy Vitale	Trustee	0.00	Director	$0	$0	$0
Dean Walker	Trustee	0.00	Director	$0	$0	$0
Steve Fortunato	Trustee	0.00	Director	$0	$0	$0
Victor Conrad	Trustee	0.00	Director	$0	$0	$0
Amanda Kile	Trustee	0.00	Director	$0	$0	$0
Michael Ozdinec	Trustee	0.00	Director	$0	$0	$0
Anastasa Williams	Trustee	0.00	Director	$0	$0	$0
Dana Kirk	Treasurer	5.00	Officer	$0	$0	$0
Julia Benson	Secretary	0.00	Officer	$0	$0	$0
Annie Mersing	Development Director	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
2025	No data	No data	No data	No data
2024	$262,615	$350,332	$110,683	$-87,717
2023	$186,645	$134,786	$198,400	$51,859
2022	$182,211	$213,861	$146,541	$-31,650

Seneca Valley Foundation