Legacy Traditional School - Deer Valley (EIN 852596682) - 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

Phone

4802705438

Tax Period

2024-07-01 to 2025-06-30

Legacy Traditional School - Deer Valley, founded in 2020, is a community nonprofit in the Education sector that reported $7.2M in total revenue in fiscal year 2024.

Mission

TO PROVIDE MOTIVATED STUDENTS WITH THE OPPORTUNITY TO ACHIEVE ACADEMIC EXCELLENCE IN AN ACCELERATED, BACK-TO-BASICS, SAFE LEARNING ENVIRONMENT TAUGHT BY CARING, KNOWLEDGEABLE AND HIGHLY EFFECTIVE EDUCATORS IN COOPERATION WITH SUPPORTIVE, INVOLVED PARENTS.

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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 $6,544,267

Program Service Revenue $552,046

Investment Income $132,533

Other Revenue $4,500

TOTAL REVENUE $7,233,346

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,363,441

Fundraising Expenses $0

Program Expenses $5,975,570

Other Expenses $4,055,916

TOTAL EXPENSES $7,419,357

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,233,346	$6,772,313	+0.1%
Expenses	$7,419,357	$6,694,392	+0.1%
Net Income	$-186,011	$77,921	-3.4%

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

565

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
Gary Londer	TREASURER	1.0	Officer Director	$0	$0	$0
JENNI FERRIN	SECRETARY	1.0	Officer Director	$0	$0	$0
KATHY SENSEMAN	PRESIDENT	1.0	Officer Director	$0	$0	$0
DIEGO GETTLER	DIRECTOR	1.0	Director	$0	$0	$0
JAMES BEAUDOIN	DIRECTOR	1.0	Director	$0	$0	$0
SHAINA BROCKWAY	DIRECTOR	1.0	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	$7,233,346	$7,419,357	$16,182,414	$-186,011
2024	$6,772,313	$6,694,392	$16,811,525	$77,921
2023	$5,909,913	$5,654,187	$16,666,846	$255,726
2022	$4,753,762	$4,506,545	$17,206,410	$247,217
2021	$24,889	$425,386	$17,622,394	$-400,497

Legacy Traditional School - Deer Valley