LONG VALLEY CHARTER SCHOOL (EIN 680460434) - 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

2000

Legal Domicile

Principal Officer

SHERRI MORGAN

Phone

5308272395

Tax Period

2024-07-01 to 2025-06-30

LONG VALLEY CHARTER SCHOOL, founded in 2000, is a community nonprofit in the Education sector that reported $7.6M in total revenue in fiscal year 2024.

Mission

TO EQUIP RURAL STUDENTS WITH THE EDUCATIONAL SKILLS NECESSARY IN THE 21ST CENTURY - THE ABILITY TO READ, WRITE, SPEAK, AND CALCULATE WITH CLARITY AND PRECISION, AND THE ABILITY TO PARTICIPATE INTELLIGENTLY AND RESPONSIBLY IN A GLOBAL SOCIETY.

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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 $7,602,817

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $7,602,817

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,030,259

Fundraising Expenses $0

Program Expenses $6,607,999

Other Expenses $2,455,061

TOTAL EXPENSES $7,485,320

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,602,817	$7,112,087	+0.1%
Expenses	$7,485,320	$7,459,641	+0.0%
Net Income	$117,497	$-347,554	-1.3%

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

$136,771

Total Directors

$136,771

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHERRI MORGAN	EXECUTIVE DI	40.00	Officer Director	$136,771	$0	$136,771
SHAUN GIESE	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
JASON INGRAM	PRESIDENT	N/A	Officer Director	$0	$0	$0
ALLEGRA ISBELL	MEMBER	N/A	Director	$0	$0	$0
STACY KIRKLIN	CLERK	N/A	Director	$0	$0	$0
WILMA KOMINEK	MEMBER	N/A	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	$296,251	No data
2025	$7,602,817	$7,485,320	$10,889,065	$117,497
2024	$7,112,087	$7,459,641	$10,333,594	$-347,554
2023	$6,768,794	$5,742,289	$9,659,468	$1,026,505
2022	$5,526,773	$4,740,372	$5,707,399	$786,401
2021	$5,880,911	$4,421,886	$5,072,361	$1,459,025
2020	$4,397,983	$4,189,918	$3,721,857	$208,065
2019	$4,680,635	$4,349,486	$3,463,425	$331,149

LONG VALLEY CHARTER SCHOOL