Willamette Valley Academy (EIN 854299295) - 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

Yancong Zhou

Phone

5037802299

Tax Period

2024-01-01 to 2024-12-31

Willamette Valley Academy, founded in 2020, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 116% from the prior year, signaling strong growth momentum. The organization ran a surplus of $305K, a strong 25% operating margin.

Mission

Willamette Valley Academy is a non-profit private school for grades K-8 that serves students who are engaged in significant pursuits beyond the traditional school

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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 $25,000

Program Service Revenue $1,190,220

Investment Income $0

Other Revenue $3

TOTAL REVENUE $1,215,223

Expense Breakdown

Grants Paid $0

Salaries & Benefits $474,715

Fundraising Expenses $1,869

Program Expenses $828,323

Other Expenses $435,413

TOTAL EXPENSES $910,128

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,215,223	$563,016	+1.2%
Expenses	$910,128	$500,485	+0.8%
Net Income	$305,095	$62,531	+3.9%

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

N/A

Independent Members

N/A

Employees

Volunteers

N/A

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

$60,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Yancong Zhou	President	25.00	Officer	$60,000	$0	$60,000
Manuel Norse	Director	0.20	Officer	$0	$0	$0
Purushottam Goel	Director	0.10	Officer	$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
2024	$1,215,223	$910,128	$551,329	$305,095
2023	$563,016	$500,485	$147,300	$62,531
2022	$397,090	$365,390	$67,760	$31,700
2021	$235,629	$204,648	$31,049	$30,981

Willamette Valley Academy