GREAT VALLEY ACADEMY INC (EIN 611506412) - 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

2008

Legal Domicile

Phone

2095762283

Tax Period

2023-07-01 to 2024-06-30

GREAT VALLEY ACADEMY INC, founded in 2008, is a mid-sized nonprofit in the Education sector that reported $25.4M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $22.8M left a modest 10% surplus.

Mission

GREAT VALLEY ACADEMIES CREATE A SAFE, LOVED, LEARNING ENVIRONMENT WHERE ALL STUDENTS DEVELOP FOUNDATIONAL THINKING SKILLS AND POSITIVE CHARACTER TRAITS TO ACHIEVE THEIR GREATEST POTENTIAL.

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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 $24,662,915

Program Service Revenue $575,591

Investment Income $76,700

Other Revenue $41,976

TOTAL REVENUE $25,357,182

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,932,807

Fundraising Expenses $0

Program Expenses $19,299,277

Other Expenses $6,820,872

TOTAL EXPENSES $22,753,679

Year-over-Year Comparison

	2023	2022	Change
Revenue	$25,357,182	$26,922,048	-0.1%
Expenses	$22,753,679	$21,224,630	+0.1%
Net Income	$2,603,503	$5,697,418	-0.5%

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

495

Volunteers

200

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

$358,959

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM ANDERSON	CEO	40.00	Officer	$183,214	$38,831	$222,045
RUSSEL HOWELL	DIRECTOR OF EDUCATION SERVICES	40.00		$130,826	$38,415	$169,241
MARISA JACOBSON-MEEKS	COO	40.00	Officer	$116,615	$20,299	$136,914
BRIANNA DE VISSER	PRINCIPAL	40.00		$95,958	$29,450	$125,408
DR ELDON ROSENOW	FOUNDER	40.00		$111,781	$0	$111,781
MICHAEL RUEHLE	PRINCIPAL	40.00		$61,566	$18,138	$79,704
JEREMY COE	President	1.00	Officer Director	$0	$0	$0
JULISSA VILLANUEVA	Member	1.00	Director	$0	$0	$0
TWILA TOSH	DESIGNEE	1.00	Director	$0	$0	$0
YOLANDA MERAZ	Vice President	1.00	Officer Director	$0	$0	$0
MARY PEDRAZA	MEMBER	1.00	Director	$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	$25,357,182	$22,753,679	$31,864,782	$2,603,503
2023	$26,922,048	$21,224,630	$29,875,548	$5,697,418
2022	$19,349,620	$19,187,329	$24,077,962	$162,291
2021	$20,199,217	$18,845,269	$22,853,553	$1,353,948
2020	$19,075,667	$18,029,685	$22,101,988	$1,045,982
2019	$18,846,407	$16,811,432	$20,889,895	$2,034,975
2018	$16,614,823	$15,367,911	$18,933,382	$1,246,912

GREAT VALLEY ACADEMY INC