PAGOSA VALOR ACADEMY (EIN 464577538) - 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

2016

Legal Domicile

Principal Officer

STEPHEN PORTER

Phone

9702644782

Tax Period

2024-07-01 to 2025-06-30

PAGOSA VALOR ACADEMY, founded in 2016, is a small nonprofit in the Education sector that reported $698K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum.

Mission

PROVIDE PRIMARY EDUCATION (K-12) FOR 101 STUDENTS

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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 $103,006

Program Service Revenue $593,264

Investment Income $1

Other Revenue $1,312

TOTAL REVENUE $697,583

Expense Breakdown

Grants Paid $42,200

Salaries & Benefits $435,394

Fundraising Expenses $1,489

Program Expenses $510,636

Other Expenses $210,363

TOTAL EXPENSES $687,957

Year-over-Year Comparison

	2024	2023	Change
Revenue	$697,583	$551,191	+0.3%
Expenses	$687,957	$561,342	+0.2%
Net Income	$9,626	$-10,151	-1.9%

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

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

$65,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATE FULLER	HEAD OF SCHOOL	40.00	Key Emp	$65,000	$0	$65,000
STEPHEN PORTER	CHAIRMAN	12.00	Officer	$0	$0	$0
CHRISTY PORTER	TREASURER	6.00	Officer	$0	$0	$0
JESS KETCHUM	MEMBER	1.00	Officer	$0	$0	$0
CASEY KETCHUM	MEMBER	1.00	Officer	$0	$0	$0
STETSON ADKISSON	MEMBER	1.00	Officer	$0	$0	$0
CIA ADKISSON	MEMBER	1.00	Officer	$0	$0	$0
BECKY JOHNSON	MEMBER	1.00	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	$697,583	$687,957	$71,384	$9,626
2024	$551,191	$561,342	$39,660	$-10,151
2023	$309,804	$286,868	$64,392	$22,936
2022	$203,512	$180,516	$41,456	$22,996

PAGOSA VALOR ACADEMY