SIUSLAW VALLEY CHARTER SCHOOL (EIN 881503608) - 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

2022

Legal Domicile

Principal Officer

MAURICE C TRENT

Phone

5415510649

Tax Period

2025-01-01 to 2025-06-30

SIUSLAW VALLEY CHARTER SCHOOL, founded in 2022, is a small nonprofit in the Education sector that reported $273K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $167K, a strong 61% operating margin.

Mission

WHITMORE ACADEMY IS A TUITION-FREE PUBLIC CHARTER SCHOOL IN FLORENCE, OR. STUDENTS FROM THE SIUSLAW SCHOOL DISTRICT AND SURROUNDING AREAS (WITHIN 50 MILES) ARE ELIGIBLE TO ATTEND, WITH SEATS FILLED THROUGH A LOTTERY SYSTEM. OUR MISSION IS TO DEVELOP STUDENTS IN MIND AND CHARACTER THROUGH A CLASSICAL EDUCATION THAT EMPHASIZES THE PRINCIPLES OF VIRTUOUS LIVING, TRADITIONAL LEARNING, AND CIVIC RESPONSIBILITY.

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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 $273,100

Program Service Revenue $0

Investment Income $0

Other Revenue $300

TOTAL REVENUE $273,400

Expense Breakdown

Grants Paid $0

Salaries & Benefits $39,066

Fundraising Expenses $1,288

Program Expenses $19,190

Other Expenses $67,396

TOTAL EXPENSES $106,462

Year-over-Year Comparison

	2024	2023	Change
Revenue	$273,400	$221,368	+0.2%
Expenses	$106,462	$66,412	+0.6%
Net Income	$166,938	$154,956	+0.1%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ARTURO RUELAS	CEO	50.00	Officer	$0	$0	$0
KAY KING	PRESIDENT	60.00	Officer Director	$0	$0	$0
HEATHER HAMMON STAFFORD	VICE PRESIDE	20.00	Officer Director	$0	$0	$0
DONNA HEINEN	SECRETARY	12.00	Officer Director	$0	$0	$0
MAURICE C TRENT	TEASURER	60.00	Officer Director	$0	$0	$0
LARRY MARTINDALE	DIRECTOR	16.00	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	$273,400	$106,462	$343,025	$166,938
2024	$221,368	$66,412	$173,144	$154,956

SIUSLAW VALLEY CHARTER SCHOOL