Hudson Valley Sudbury School DBA Zena Democratic (EIN 760705866) - 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

Phone

8456791002

Tax Period

2024-08-01 to 2025-07-31

Hudson Valley Sudbury School DBA Zena Democratic is a small nonprofit in the Education sector that reported $736K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $120K, a strong 16% operating margin.

Mission

Education for grades K-12

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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 $39,950

Program Service Revenue $694,897

Investment Income $0

Other Revenue $811

TOTAL REVENUE $735,658

Expense Breakdown

Grants Paid $0

Salaries & Benefits $383,324

Fundraising Expenses $0

Program Expenses $575,979

Other Expenses $231,904

TOTAL EXPENSES $615,228

Year-over-Year Comparison

	2024	2023	Change
Revenue	$735,658	$633,620	+0.2%
Expenses	$615,228	$623,703	0.0%
Net Income	$120,430	$9,917	+11.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Charles Morse	President	2.00	Director	$0	$0	$0
Marina Lopez	Treasurer	2.00	Director	$0	$0	$0
Katie Rose Hillegass	Director	2.00	Director	$0	$0	$0
Matthew Gioia	Secretary	40.00	Director	$0	$0	$0
Vanessa Van Burek-Viruso	Director	40.00	Officer Director	$0	$0	$0
Samuel Spitzberg	Director	2.00	Officer Director	$0	$0	$0
Cynthia Bushey	Director	2.00	Director	$0	$0	$0
Chisti Dryden	Director	2.00	Director	$0	$0	$0
Lynn Bondar	Director	2.00	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	$735,658	$615,228	$1,483,318	$120,430
2024	$633,620	$623,703	$1,387,973	$9,917
2023	$642,090	$599,287	$1,443,701	$42,803
2022	$814,240	$590,788	$1,440,385	$223,452
2021	$554,496	$465,005	$1,420,180	$89,491
2020	$487,419	$482,961	$1,330,644	$4,458
2019	$582,904	$468,106	$1,387,860	$114,798
2018	$511,900	$470,393	$1,316,720	$41,507

Hudson Valley Sudbury School DBA Zena Democratic