Happy Valley East (EIN 465563874) - 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

Mike Gaddie

Phone

4808881342

Tax Period

2024-07-01 to 2025-06-30

Happy Valley East, founded in 2016, is a community nonprofit in the Education sector that reported $4.0M in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Expenses of $4.6M exceeded revenue, resulting in a 13% operating deficit.

Mission

The Schools commitment is to provide children with an outstanding academic foundation. We are dedicated to significantly improving student achievement in the basic skills of reading, writing and math.

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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 $4,003,678

Program Service Revenue $0

Investment Income $0

Other Revenue $42,027

TOTAL REVENUE $4,045,705

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,846,146

Fundraising Expenses $0

Program Expenses $4,365,384

Other Expenses $1,737,512

TOTAL EXPENSES $4,583,658

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,045,705	$4,679,731	-0.1%
Expenses	$4,583,658	$4,365,308	+0.1%
Net Income	$-537,953	$314,423	-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

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

$461,321

Total Directors

$616,929

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michael Gaddie	Director & Superintendent	8.00	Officer Director	$37,000	$5,787	$218,204
Janiece Gaddie	Director & President	15.00	Officer Director	$65,125	$117	$243,117
Erika Bello	Director & Administrator	6.00	Director	$16,250	$0	$155,608

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	$4,045,705	$4,583,658	$3,210,294	$-537,953
2024	$4,679,731	$4,365,308	$4,150,541	$314,423
2023	$4,539,606	$4,381,512	$4,292,983	$158,094
2022	$5,160,768	$4,700,601	$1,919,260	$460,167

Happy Valley East