Shark Fund Sycamore Valley Elementary School (EIN 943390401) - 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

Adele Young

Phone

9258552800

Tax Period

2023-07-01 to 2024-06-30

Shark Fund Sycamore Valley Elementary School, founded in 2001, is a small nonprofit that reported $306K in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $120K, a strong 39% operating margin.

Mission

The organization's mission is to provide funding to Sycamore Valley Elementary School and their programs including, but not limited to, library, classroom assistance, resource center, and computer lab.

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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 $222,855

Program Service Revenue $0

Investment Income $280

Other Revenue $82,765

TOTAL REVENUE $305,900

Expense Breakdown

Grants Paid $172,895

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $179,454

Other Expenses $13,280

TOTAL EXPENSES $186,175

Year-over-Year Comparison

	2023	2022	Change
Revenue	$305,900	$244,961	+0.2%
Expenses	$186,175	$180,738	+0.0%
Net Income	$119,725	$64,223	+0.9%

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

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
Adele Young	President	2.00	Officer Director	$0	$0	$0
Jenny O'Leary	Fin Secretary	2.00	Officer Director	$0	$0	$0
Celia Schebella	Treasurer	2.00	Officer Director	$0	$0	$0
Kelly Virgillito	Secretary	1.00	Officer Director	$0	$0	$0
Lisa Guglielmelli	Vice President	2.00	Officer 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	$305,900	$186,175	$468,029	$119,725
2023	$244,961	$180,738	$346,377	$64,223
2022	$291,068	$152,731	$282,154	$138,337
2021	$185,245	$111,473	$143,817	$73,772
2020	$230,706	$280,013	$70,045	$-49,307
2019	$223,832	$284,103	$119,352	$-60,271

Shark Fund Sycamore Valley Elementary School