SFV EDUCATION (EIN 460813836) - 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

2012

Legal Domicile

Principal Officer

DAVID RIDDICK

Phone

8189623630

Tax Period

2023-07-01 to 2024-06-30

SFV EDUCATION, founded in 2012, is a community nonprofit in the Education sector that reported $3.4M in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $656K, a strong 19% operating margin.

Mission

ACTIVITIES ARE EXCLUSIVELY FOR THE BENEFIT OF FENTON PUBLIC CHARTER SCHOOLS.

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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 $0

Program Service Revenue $3,267,102

Investment Income $147,811

Other Revenue $2,853

TOTAL REVENUE $3,417,766

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,602,534

Other Expenses $2,761,711

TOTAL EXPENSES $2,761,711

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,417,766	$2,454,405	+0.4%
Expenses	$2,761,711	$2,905,563	0.0%
Net Income	$656,055	$-451,158	-2.5%

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

$59,698

Total Directors

$314,118

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE LUCENTE	PRESIDENT/CEO	1.00	Officer Director	$0	$0	$0
IRENE SUMIDA	SECRETARY	2.00	Officer Director	$0	$9,532	$59,698
PAUL KHOURY	TREASURER/CFO	2.00	Officer Director	$0	$0	$0
DAVID RIDDICK	DIRECTOR	1.00	Director	$0	$59,881	$254,420

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	$3,417,766	$2,761,711	$40,694,103	$656,055
2023	$2,454,405	$2,905,563	$42,212,189	$-451,158
2022	$2,341,270	$3,091,690	$43,706,836	$-750,420
2021	$2,219,585	$2,874,219	$48,438,268	$-654,634
2020	$5,598,155	$2,145,535	$30,992,311	$3,452,620
2019	$1,837,878	$1,949,957	$20,631,816	$-112,079
2018	$1,776,402	$1,914,796	$20,889,759	$-138,394

SFV EDUCATION