THE PALM VALLEY SCHOOL

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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

2000

Legal Domicile

Principal Officer

JUDITH ARNSTEIN

Phone

7603280861

Tax Period

2024-07-01 to 2025-06-30

THE PALM VALLEY SCHOOL, founded in 2000, is a community nonprofit in the Education sector that reported $6.8M in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $8.1M exceeded revenue, resulting in a 20% operating deficit.

Mission

PALM VALLEY SCHOOL IS AN EXCEPTIONAL LEARNING COMMUNITY THAT EDUCATES, NURTURES, AND CHALLENGES EACH STUDENT TO ACHIEVE EXCELLENCE AND CONTRIBUTE TO OUR GLOBAL SOCIETY.

Program Service Accomplishments

Program 1

Expenses: $6,214,681

EDUCATIONAL PROGRAMS BENEFITTING PRIMARY AND SECONDARY GRADE LEVEL STUDENTS OF ANY RACE, CREED, OR COLOR.

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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 $94,090

Program Service Revenue $6,410,217

Investment Income $19,631

Other Revenue $231,591

TOTAL REVENUE $6,755,529

Expense Breakdown

Grants Paid $976,898

Salaries & Benefits $4,652,525

Fundraising Expenses $46,526

Program Expenses $6,214,681

Other Expenses $2,485,457

TOTAL EXPENSES $8,114,880

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,755,529	$7,733,249	-0.1%
Expenses	$8,114,880	$8,430,537	0.0%
Net Income	$-1,359,351	$-697,288	+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

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

$78,689

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN SHERMAN	CEO- FORMER	40.00		$324,562	$10,000	$334,562
PAUL LEWIN	DEVELOPMENT	40.00	Highest	$112,609	$1,041	$113,650
VICENTE FUENTES	CFO	40.00	Officer	$51,201	$1,166	$52,367
JUDITH ARNSTEIN	NEW HEAD OF	40.00	Officer	$26,322	$0	$26,322
SARAH DUNN	CHAIR	5.00	Officer Director	$0	$0	$0
KEVIN DORAN	VICE-CHAIR	5.00	Officer Director	$0	$0	$0
GARRETT FALZONE	TREASURER	5.00	Officer Director	$0	$0	$0
SARA ROUCHE	SECRETARY	5.00	Officer Director	$0	$0	$0
BRIANA JORDAN	EMERITUS MEM	5.00	Director	$0	$0	$0
STONE JAMES	MEMBER	5.00	Director	$0	$0	$0
NATHAN OTTO	MEMBER	5.00	Director	$0	$0	$0
PAUL ANTLE	MEMBER	5.00	Director	$0	$0	$0
ELIZABETH RICHARDSON	MEMBER	5.00	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	$6,755,529	$8,114,880	$13,893,410	$-1,359,351
2024	No data	No data	No data	No data
2023	$7,026,513	$7,864,552	$13,624,821	$-838,039
2022	$6,168,174	$6,979,195	$14,833,118	$-811,021
2021	$7,567,169	$6,486,321	$15,811,228	$1,080,848
2020	$7,468,000	$7,820,474	$14,050,076	$-352,474
2019	$6,289,320	$7,636,934	$15,219,645	$-1,347,614