SUN VALLEY COMMUNITY SCHOOL INC (EIN 820307094) - 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

1973

Legal Domicile

Principal Officer

JULIE SIEGEL

Phone

2086223955

Tax Period

2023-07-01 to 2024-06-30

SUN VALLEY COMMUNITY SCHOOL INC, founded in 1973, is a mid-sized nonprofit in the Education sector that reported $20.8M in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.7M, a strong 23% operating margin.

Mission

COMMUNITY SCHOOL PROVIDING EDUCATION FOR STUDENTS FROM PRE-SCHOOL THROUGH 12TH GRADE-DIRECT EDUCATION INSTRUCTION AND STUDENT ACTIVITIES EXPENSES.

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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 $6,882,151

Program Service Revenue $13,129,997

Investment Income $323,342

Other Revenue $422,019

TOTAL REVENUE $20,757,509

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,435,391

Fundraising Expenses $918,021

Program Expenses $10,768,220

Other Expenses $4,572,248

TOTAL EXPENSES $16,007,639

Year-over-Year Comparison

	2023	2022	Change
Revenue	$20,757,509	$15,832,102	+0.3%
Expenses	$16,007,639	$15,176,489	+0.1%
Net Income	$4,749,870	$655,613	+6.2%

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

203

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

$518,659

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CORDY SNYDER	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
TIM MOTT	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DANIELLE HANSMEYER	TREASURER	1.00	Officer Director	$0	$0	$0
CASEY LYNCH	SECRETARY	1.00	Officer Director	$0	$0	$0
SCOTT ALBRO	DIRECTOR	1.00	Director	$0	$0	$0
DIANE BANTA	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA DEAVER	DIRECTOR	1.00	Director	$0	$0	$0
MARK DOOLEY	DIRECTOR	1.00	Director	$0	$0	$0
SAMEER GANDHI	DIRECTOR	1.00	Director	$0	$0	$0
RUTH GLASS	DIRECTOR	1.00	Director	$0	$0	$0
ALY HARRINGTON	DIRECTOR	1.00	Director	$0	$0	$0
PETER LAFLEUR	DIRECTOR	1.00	Director	$0	$0	$0
JOHN LEE	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER LYLE	DIRECTOR	1.00	Director	$0	$0	$0
RICK MILLER	DIRECTOR	1.00	Director	$0	$0	$0
COURTNEY NOBLE	DIRECTOR	1.00	Director	$0	$0	$0
JEFF PARKS	DIRECTOR	1.00	Director	$0	$0	$0
DEB ROBERTSON	DIRECTOR	1.00	Director	$0	$0	$0
ELANA ROSE	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL SHAPIRO	DIRECTOR	1.00	Director	$0	$0	$0
BRENT STEVENS	DIRECTOR	1.00	Director	$0	$0	$0
HOLLIS ZIMMER	DIRECTOR	1.00	Director	$0	$0	$0
BEN PETTIT	HEAD OF SCHOOL	40.00	Officer	$325,159	$34,461	$359,620
JULIE SIEGEL	CFO	40.00	Officer	$137,700	$21,339	$159,039
KEVIN CAMPBELL	UPPER SCHOOL HEAD	40.00	Highest	$135,816	$21,207	$157,023
JANET SALVONI	ELEMENTARY SCHOOL HEAD	40.00	Highest	$120,636	$20,145	$140,781
TRENT SMITHER	DEVELOPMENT DIRECTOR	40.00	Highest	$111,177	$19,482	$130,659
ALESSIA CAREGA	ADMISSIONS DIRECTOR	40.00	Highest	$109,206	$19,344	$128,550
ANTHONY COLELLO	MIDDLE SCHOOL HEAD	40.00	Highest	$107,100	$18,126	$125,226

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	$20,757,509	$16,007,639	$49,535,843	$4,749,870
2023	$15,832,102	$15,176,489	$42,097,821	$655,613
2022	$16,174,359	$14,151,424	$41,169,894	$2,022,935
2021	$16,449,416	$13,131,111	$39,076,653	$3,318,305
2020	$13,036,360	$12,043,602	$35,578,770	$992,758
2019	$11,376,935	$11,598,305	$33,445,128	$-221,370

SUN VALLEY COMMUNITY SCHOOL INC