Portland Village School (EIN 721604232) - 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

2005

Legal Domicile

Principal Officer

CHRISSY CONSTANT

Phone

5034450056

Tax Period

2024-07-01 to 2025-06-30

Portland Village School, founded in 2005, is a community nonprofit in the Education sector that reported $5.8M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $6.6M exceeded revenue, resulting in a 14% operating deficit.

Mission

TO ADVANCE A PUBLIC WALDORF EDUCATION THAT TEACHES RESPECT AND REVERENCE BY DEVELOPING THE HEAD, HEART, AND HANDS IN CHILDREN FROM ALL BACKGROUNDS AND CULTURES.

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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 $5,412,842

Program Service Revenue $0

Investment Income $236,583

Other Revenue $139,223

TOTAL REVENUE $5,788,648

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,405,976

Fundraising Expenses $0

Program Expenses $3,844,597

Other Expenses $3,199,905

TOTAL EXPENSES $6,605,881

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,788,648	$5,166,635	+0.1%
Expenses	$6,605,881	$4,371,093	+0.5%
Net Income	$-817,233	$795,542	-2.0%

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

453

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

$186,823

Total Directors

$193,683

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER STACKHOUSE	Executive Dir.	43.00	Officer	$132,472	$54,351	$186,823
BRITT ALLEN	Staff Rep.	43.00	Director	$91,999	$33,396	$125,395
SYDNEY SYVERSON	Teacher Rep.	43.00	Director	$55,234	$13,054	$68,288
IAN TERRELL	Chair	7.00	Officer Director	$0	$0	$0
AMY HOJNOWSKI	Vice Chair	5.00	Officer Director	$0	$0	$0
JANA OLSEN	Secretary	3.00	Officer Director	$0	$0	$0
COREY WARNING	Treasurer	7.00	Officer Director	$0	$0	$0
ANTHONY TSAI ARAKAKI	Director	1.00	Director	$0	$0	$0
PILAR FREDRICKSON	Director	1.00	Director	$0	$0	$0
SUE LEVINE	Director	1.00	Director	$0	$0	$0
PAUL SARDOCH	DIRECTOR	1.00	Director	$0	$0	$0
KELLY FORSYTH	Director	1.00	Director	$0	$0	$0
DOUG MILLER	Director	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	$5,788,648	$6,605,881	$24,944,448	$-817,233
2024	$5,166,635	$4,371,093	$24,534,892	$795,542
2023	$4,781,672	$4,761,607	$4,559,425	$20,065
2022	$4,440,561	$3,921,853	$4,520,999	$518,708
2021	$3,774,528	$2,878,300	$3,647,365	$896,228
2020	$3,006,635	$3,650,287	$2,488,569	$-643,652
2019	$2,749,964	$3,168,666	$2,984,244	$-418,702
2018	$2,928,961	$2,930,959	$2,754,496	$-1,998

Portland Village School