LUCKIAMUTE VALLEY CHARTER SCHOOLS (EIN 931320949) - 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

2001

Legal Domicile

Principal Officer

CHRISTINE WILKINS

Phone

5036234837

Tax Period

2024-07-01 to 2025-06-30

LUCKIAMUTE VALLEY CHARTER SCHOOLS, founded in 2001, is a community nonprofit in the Education sector that reported $3.4M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $3.8M exceeded revenue, resulting in a 13% operating deficit.

Mission

TO CREATE A COMMUNITY WHERE STUDENTS, STAFF AND FAMILIES WORK TOGETHER TO CULTIVATE THE ACADEMIC, SOCIAL, EMOTIONAL, AND ETHICAL GROWTH OF EACH STUDENT.

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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 $2,595,040

Program Service Revenue $741,995

Investment Income $10,141

Other Revenue $11,719

TOTAL REVENUE $3,358,895

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,994,131

Fundraising Expenses $0

Program Expenses $3,798,565

Other Expenses $804,434

TOTAL EXPENSES $3,798,565

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,358,895	$3,556,040	-0.1%
Expenses	$3,798,565	$3,391,141	+0.1%
Net Income	$-439,670	$164,899	-3.7%

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

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

$221,216

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG OLDHAM	DIRECTOR	1.00	Director	$0	$0	$0
KENDALL CATES	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW BEASLEY	DIRECTOR	1.00	Director	$0	$0	$0
VICKI AVERY	CHAIR	1.00	Officer Director	$0	$0	$0
DR FRED WEISENSEE	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE CAPONI	BUSINESS MAN	40.00	Officer	$69,788	$21,746	$91,534
CHRISTINE WILKINS	EXECUTIVE DI	40.00	Officer	$101,417	$28,265	$129,682

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	$3,358,895	$3,798,565	$3,252,226	$-439,670
2024	$3,556,040	$3,391,141	$3,165,222	$164,899
2023	$3,363,400	$3,350,762	$2,550,737	$12,638
2022	$3,244,612	$2,971,542	$2,795,628	$273,070
2021	$2,862,483	$3,125,349	$2,689,364	$-262,866
2020	$2,630,308	$2,536,066	$2,248,837	$94,242
2019	$2,167,624	$2,351,144	$1,912,148	$-183,520
2018	$2,081,253	$2,199,868	$2,050,567	$-118,615

LUCKIAMUTE VALLEY CHARTER SCHOOLS