WEST VIRGINIA ACADEMY LTD (EIN 844085145) - 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

2020

Legal Domicile

Principal Officer

Susan Dull

Phone

3044494375

Tax Period

2024-07-01 to 2025-06-30

WEST VIRGINIA ACADEMY LTD, founded in 2020, is a community nonprofit in the Education sector that reported $2.6M in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring.

Mission

To improve student outcomes in West Virginia.

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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 $25,514

Program Service Revenue $2,621,227

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,646,741

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,668,176

Fundraising Expenses $0

Program Expenses $2,472,861

Other Expenses $1,087,563

TOTAL EXPENSES $2,755,739

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,646,741	$3,345,006	-0.2%
Expenses	$2,755,739	$3,048,766	-0.1%
Net Income	$-108,998	$296,240	-1.4%

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

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

$197,246

Total Directors

$82,138

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Heidi D Treu	Executive Director	40	Officer Director	$82,138	$0	$82,138
Holly Honeycutt	Chief Operating Officer & Associate Director	40	Officer	$75,003	$0	$75,003
Su Ji Kwon	Chief Financial Officer	40	Officer	$40,105	$0	$40,105
John S Treu	Board Chair & Board Member	10	Director	$0	$0	$0
Susan Dull	Board Director	5	Director	$0	$0	$0
Kevin Summers	Board Director	2	Director	$0	$0	$0
Carolyn Sharette	Board Director	2	Director	$0	$0	$0
Melissa Brown	Board Director & Board Secretary	2	Director	$0	$0	$0
Patti Malone	Board Director	2	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	$2,646,741	$2,755,739	$1,128,768	$-108,998
2024	No data	No data	No data	No data
2023	$2,460,575	$2,564,168	$887,856	$-103,593

WEST VIRGINIA ACADEMY LTD