GOLDEN VALLEY CHARTER SCHOOL (EIN 680468290) - 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

1999

Legal Domicile

Principal Officer

JAMES BEAN

Phone

8056423435

Tax Period

2023-07-01 to 2024-06-30

GOLDEN VALLEY CHARTER SCHOOL, founded in 1999, is a community nonprofit in the Education sector that reported $6.6M in total revenue in fiscal year 2023. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $6.3M left a modest 4% surplus.

Mission

TO CULTIVATE INTRINSIC MOTIVATION, DIVERSE INTERESTS, AND 21ST CENTURY LITERACY IN 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 (2023)

Revenue Breakdown

Contributions & Grants $6,623,393

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $6,623,393

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,716,345

Fundraising Expenses $0

Program Expenses $5,729,798

Other Expenses $2,610,352

TOTAL EXPENSES $6,326,697

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,623,393	$5,537,380	+0.2%
Expenses	$6,326,697	$5,455,592	+0.2%
Net Income	$296,696	$81,788	+2.6%

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

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

$365,915

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES BEAN	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
RAUL RAMIERZ	CFO	1.00	Officer Director	$0	$0	$0
ADRIAN HEREDIA	COMMUNITY MEMBER	1.00	Director	$0	$0	$0
GEOFF FRANKL	GVCS PARENT	1.00	Director	$0	$0	$0
APRIL PALACIOS	GVCS PARENT	1.00	Director	$0	$0	$0
DEANNA DOWNS	EXECUTIVE DIRECTOR	40.00	Officer	$172,650	$54,057	$226,707
TAMMY WOFFORD	EDUCATION FACILITATION	40.00	Officer	$105,013	$34,195	$139,208
MONICA ROMERA	DIRECTOR OF SUPPORT	40.00	Highest	$140,828	$42,395	$183,223
KATHLEEN REYES-SALCEDO	DIRECTOR OF CURRICULUM	40.00	Highest	$124,554	$39,286	$163,840
ANN ALDAY	EDUCATION FACILITATION	40.00	Highest	$105,325	$34,029	$139,354

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	$6,623,393	$6,326,697	$7,445,946	$296,696
2023	$5,537,380	$5,455,592	$7,151,709	$81,788
2022	$5,460,712	$5,380,069	$5,890,026	$80,643
2021	$5,204,622	$5,032,245	$5,297,048	$172,377
2020	$4,947,042	$5,022,971	$5,231,106	$-75,929
2019	$5,189,425	$5,002,817	$5,134,155	$186,608
2018	$5,676,768	$5,184,768	$4,827,882	$492,000

GOLDEN VALLEY CHARTER SCHOOL