DEER VALLEY EDUCATION FOUNDATION INC (EIN 742472475) - 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

1988

Legal Domicile

Principal Officer

MARIE BRENNAN

Phone

6234455012

Tax Period

2024-07-01 to 2025-06-30

DEER VALLEY EDUCATION FOUNDATION INC, founded in 1988, is a small nonprofit that reported $315K in total revenue in fiscal year 2024. The organization ran a surplus of $113K, a strong 36% operating margin.

Mission

TO FOSTER EXCELLENCE IN EDUCATION BY FUNDING PROGRAMS THAT ENHANCE THE CAPABILITIES OF DEER VALLEYS SCHOOLS TO STIMULATE STUDENTS ACADEMIC ACHIEVEMENT AND ENRICH THE LEARNING ENVIRONMENT.

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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 $309,106

Program Service Revenue $0

Investment Income $26,881

Other Revenue $-21,474

TOTAL REVENUE $314,513

Expense Breakdown

Grants Paid $60,174

Salaries & Benefits $96,827

Fundraising Expenses $18,305

Program Expenses $170,024

Other Expenses $44,549

TOTAL EXPENSES $201,550

Year-over-Year Comparison

	2024	2023	Change
Revenue	$314,513	$316,249	0.0%
Expenses	$201,550	$329,547	-0.4%
Net Income	$112,963	$-13,298	-9.5%

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

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

$77,643

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIE BRENNAN	EXECUTIVE DIRECTOR	40.00	Officer	$77,643	$0	$77,643
MATT BRADFORD	DIRECTOR	1.00	Director	$0	$0	$0
KAREN B MEYER	DIRECTOR	1.00	Director	$0	$0	$0
MJ GILBERT	DIRECTOR	1.00	Director	$0	$0	$0
BRAD KRAMER	DIRECTOR	1.00	Director	$0	$0	$0
MAREN ROSENDAHL	DIRECTOR	1.00	Director	$0	$0	$0
HARRY SHAPIRO	DIRECTOR	1.00	Director	$0	$0	$0
GARY FELDMAN	DIRECTOR	1.00	Director	$0	$0	$0
ERIC ZUHLKE	DIRECTOR	1.00	Director	$0	$0	$0
SHELLY SHAFFER	DIRECTOR	1.00	Director	$0	$0	$0
LISA H DEANE	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN H BURKE	DIRECTOR	1.00	Director	$0	$0	$0
CHARLY FILIPEK	PRESIDENT	1.00	Officer Director	$0	$0	$0
DENA CUNNINGHAM	TREASURER	1.00	Officer Director	$0	$0	$0
IRENE MCCOURT	SECRETARY	1.00	Officer Director	$0	$0	$0
RUBEN YANEZ	VICE PRESIDENT	1.00	Officer 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	$314,513	$201,550	$674,013	$112,963
2024	$316,249	$329,547	$524,579	$-13,298
2023	$182,020	$185,276	$505,474	$-3,256
2022	$225,822	$244,656	$499,491	$-18,834
2021	$158,841	$154,664	$563,730	$4,177
2020	$168,718	$148,965	$525,695	$19,753
2019	$179,707	$179,321	$494,163	$386
2018	$184,547	$155,239	$490,310	$29,308

DEER VALLEY EDUCATION FOUNDATION INC