Stone Valley Middle School Education Fund SVEF (EIN 651162840) - 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

2002

Legal Domicile

Principal Officer

Lauren Cymerys

Phone

9255525640

Tax Period

2024-07-01 to 2025-06-30

Stone Valley Middle School Education Fund SVEF, founded in 2002, is a small nonprofit that reported $237K in total revenue in fiscal year 2024. Expenses of $284K exceeded revenue, resulting in a 20% operating deficit.

Mission

Stone Valley Middle School Education Fund is a non-profit entity dedicated to raising funds, through the collaboration of parents, educators and the community, to maintain and enhance the quality of education and the environment for every student at Stone Valley Middle School.

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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 $235,225

Program Service Revenue $2,160

Investment Income $54

Other Revenue $0

TOTAL REVENUE $237,439

Expense Breakdown

Grants Paid $276,671

Salaries & Benefits $0

Fundraising Expenses $3,017

Program Expenses $276,751

Other Expenses $7,551

TOTAL EXPENSES $284,222

Year-over-Year Comparison

	2024	2023	Change
Revenue	$237,439	$240,481	0.0%
Expenses	$284,222	$213,005	+0.3%
Net Income	$-46,783	$27,476	-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

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
Lauren Cymerys	President	5.00	Officer Director	$0	$0	$0
Tammie Kim	Treasurer	2.00	Officer Director	$0	$0	$0
Lori Tulkoff	Corp Matching	2.00	Director	$0	$0	$0
Melissa Mann	Fin'l Secretary	2.00	Director	$0	$0	$0
Jessica O'Mahony	Secretary	1.00	Officer Director	$0	$0	$0
Michelle Mihevc	Fundraising	1.00	Director	$0	$0	$0
Colette Phair	Auditor	1.00	Director	$0	$0	$0
Christine Brashear	Vice President	1.00	Officer Director	$0	$0	$0
Justin White	Principal	0.50	Director	$0	$0	$0
Irma Volenec	Teacher Rep	0.50	Director	$0	$0	$0
Christine Williams	SRVEF Liaison	0.50	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	$237,439	$284,222	$185,328	$-46,783
2024	$240,481	$213,005	$190,649	$27,476
2023	$255,873	$262,151	$204,762	$-6,278
2022	$246,451	$214,942	$236,154	$31,509
2019	$225,550	$258,705	$142,174	$-33,155

Stone Valley Middle School Education Fund SVEF