SUN VALLEY ACADEMY-AVONDALE INC (EIN 920943851) - 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

2023

Legal Domicile

Principal Officer

TANAE MORRISON

Phone

6236007660

Tax Period

2023-07-01 to 2024-06-30

SUN VALLEY ACADEMY-AVONDALE INC, founded in 2023, is a community nonprofit in the Education sector that reported $5.0M in total revenue in fiscal year 2023. Expenses of $4.4M left a modest 12% surplus.

Mission

SUN VALLEY ACADEMY-AVONDALE HAS MADE A COMMITMENT TO PROVIDE EACH STUDENT WITH A QUALITY EDUCATION THROUGH HIGH STANDARDS AND HIGH ACHIEVEMENT. WE FOSTER A SCHOOL CULTURE IN WHICH TEACHERS, STUDENTS, AND PARENTS ARE ACTIVE PARTICIPANTS. OUR PURSUIT OF ACADEMIC EXCELLENCE IS ENHANCED BY FAMILY PARTNERSHIPS AND THE DEVELOPMENT OF LEADERSHIP SKILLS. THIS DYNAMIC COMBINATION MOTIVATES STUDENTS TO EMBRACE LIFE-LONG LEARNING AND TO BECOME PRODUCTIVE MEMBERS OF OUR COMMUNITY. SUN VALLEY ACADEMY EMPOWERS EVERY STUDENT, EVERY DAY, THROUGH HIGH STANDARDS AND HIGH ACHIEVEMENT.

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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 (2023)

Revenue Breakdown

Contributions & Grants $963,524

Program Service Revenue $3,972,580

Investment Income $0

Other Revenue $31,283

TOTAL REVENUE $4,967,387

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,096,382

Fundraising Expenses $0

Program Expenses $3,219,035

Other Expenses $2,281,101

TOTAL EXPENSES $4,377,483

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,967,387	N/A	N/A
Expenses	$4,377,483	N/A	N/A
Net Income	$589,904	N/A	N/A

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

$216,280

Total Directors

$216,280

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TANAE MORRISON	EXECUTIVE DI	40.00	Officer Director	$0	$35,224	$216,280
LESLIE GIBSON	DIRECTOR	2.00	Director	$0	$0	$0
ZENIA STRICKLAND	DIRECTOR	2.00	Director	$0	$0	$0
DR CRYSTAL WILLIAMS	DIRECTOR	2.00	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	No data	No data	No data	No data
2024	$4,967,387	$4,377,483	$714,214	$589,904

SUN VALLEY ACADEMY-AVONDALE INC