FOUNTAIN VALLEY SCHOOL OF COLORADO (EIN 840423922) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1930

Legal Domicile

Principal Officer

MEGAN HARLAN

Phone

7193915356

Tax Period

2024-07-01 to 2025-06-30

FOUNTAIN VALLEY SCHOOL OF COLORADO, founded in 1930, is a mid-sized nonprofit in the Education sector that reported $30.8M in total revenue in fiscal year 2024. Revenue surged 81% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8.9M, a strong 29% operating margin.

Mission

DRAWING ON WESTERN HERITAGE, FVS DEVELOPS LEADERS WHO EMBRACE THE WORLD WITH COMPASSION AND COURAGE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $15,134,209

Program Service Revenue $13,918,984

Investment Income $1,659,389

Other Revenue $108,822

TOTAL REVENUE $30,821,404

Expense Breakdown

Grants Paid $2,998,109

Salaries & Benefits $9,270,006

Fundraising Expenses $1,353,847

Program Expenses $14,803,402

Other Expenses $9,294,361

TOTAL EXPENSES $21,878,726

Year-over-Year Comparison

	2024	2023	Change
Revenue	$30,821,404	$17,061,446	+0.8%
Expenses	$21,878,726	$20,286,156	+0.1%
Net Income	$8,942,678	$-3,224,710	-3.8%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

189

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

$832,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THERESA SHEH	PRESIDENT	1.00	Officer Director	$0	$0	$0
EDWARD C EPPLER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CORI J GALLES	SECRETARY	1.00	Officer Director	$0	$0	$0
SARAH CANNADY	DIRECTOR	1.00	Director	$0	$0	$0
JERRY FRAUTSCHI	LIFETIME TRUSTEE	1.00	Director	$0	$0	$0
HALEY GRIFFIS	DIRECTOR	1.00	Director	$0	$0	$0
MARK HATCH	DIRECTOR	1.00	Director	$0	$0	$0
BENJAMIN HOWE	TRUSTEE (EX-OFFICIO)	1.00	Director	$0	$0	$0
EMILIE HOYT	DIRECTOR	1.00	Director	$0	$0	$0
DARRELL JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
DAWN JUDD	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN KACZMAREK	DIRECTOR	1.00	Director	$0	$0	$0
DOUGLAS NATHAN	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY OSBORNE	DIRECTOR	1.00	Director	$0	$0	$0
DOUGLAS PATTERSON	DIRECTOR	1.00	Director	$0	$0	$0
VERONIQUE RICHARDSON	DIRECTOR	1.00	Director	$0	$0	$0
MARK SATHER	DIRECTOR	1.00	Director	$0	$0	$0
JIM SCOTT	LIFETIME TRUSTEE	1.00	Director	$0	$0	$0
DAVIS TUTT	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW WATSON	DIRECTOR	1.00	Director	$0	$0	$0
FEI YE	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN HARLAN	HEAD OF SCHOOL	40.00	Officer	$333,421	$85,930	$419,351
DAVID MESKO	CFO	40.00	Officer	$204,305	$49,048	$253,353
JOHN LITCHENBERG	COO	40.00	Officer	$100,076	$59,720	$159,796
JENNIFER GRUBB	DIRECTOR OF COUNSELING & COACH	25.00	Highest	$105,387	$0	$105,387
CHARLES LAVANT GREENE	ASSISTANT HEAD OF SCHOOL	40.00	Highest	$104,695	$50,127	$154,822
ALEXANDER WINNICKER	DIRECTOR OF ENROLLMENT OPERATIONS	40.00	Highest	$101,293	$30,663	$131,956

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	$30,821,404	$21,878,726	$100,716,854	$8,942,678
2024	$17,061,446	$20,286,156	$89,608,193	$-3,224,710
2023	$18,055,792	$19,489,955	$89,211,180	$-1,434,163
2022	$22,935,220	$19,177,914	$89,747,285	$3,757,306
2021	$24,818,046	$17,901,308	$92,362,981	$6,916,738
2020	$15,963,608	$17,496,264	$80,361,660	$-1,532,656
2019	$21,380,342	$19,469,903	$83,496,412	$1,910,439
2018	$24,819,117	$16,793,150	$86,867,578	$8,025,967

FOUNTAIN VALLEY SCHOOL OF COLORADO