SHANEL VALLEY ACADEMY (EIN 852473844) - 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

BOARD PRESIDENT

Phone

7077441485

Tax Period

2022-07-01 to 2023-06-30

SHANEL VALLEY ACADEMY, founded in 2020, is a community nonprofit in the Education sector that reported $2.7M in total revenue in fiscal year 2022. Revenue surged 26% from the prior year, signaling strong growth momentum.

Mission

OPERATION OF A PUBLIC CHARTER SCHOOL TO RESTORE EDUCATION IN THE HOPLAND COMMUNITY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $2,649,250

Program Service Revenue $8,869

Investment Income $0

Other Revenue $11,819

TOTAL REVENUE $2,669,938

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,622,765

Fundraising Expenses $0

Program Expenses $2,135,052

Other Expenses $1,033,011

TOTAL EXPENSES $2,655,776

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,669,938	$2,115,280	+0.3%
Expenses	$2,655,776	$1,918,701	+0.4%
Net Income	$14,162	$196,579	-0.9%

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

$59,808

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY FROST	PRESIDENT/CEO	1.00	Officer Director	$0	$0	$0
MELEA MEYER	SECRETARY	1.00	Officer Director	$0	$0	$0
SONNY ELLIOTT	TREASURER/CFO	1.00	Officer Director	$0	$0	$0
BESSIE GLOSSENGER	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA FARFAN	DIRECTOR	1.00	Director	$0	$0	$0
KRISTI MCCULLOUGH	PRINCIPAL	40.00	Officer	$50,258	$9,550	$59,808

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	No data	No data	No data	No data
2023	$2,669,938	$2,655,776	$1,281,348	$14,162
2022	$2,115,280	$1,918,701	$1,042,295	$196,579

SHANEL VALLEY ACADEMY