INDIAN MOUNTAIN SCHOOL (EIN 060646681) - 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

1922

Legal Domicile

Principal Officer

JODY REILLY SOJA

Phone

8604350871

Tax Period

2022-07-01 to 2023-06-30

INDIAN MOUNTAIN SCHOOL, founded in 1922, is a mid-sized nonprofit in the Education sector that reported $20.5M in total revenue in fiscal year 2022. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $3.9M, a strong 19% operating margin.

Mission

TO PROVIDE EDUCATION TO PRE K THRU 9TH GRADE DAY AND BOARDING SCHOOL STUDENTS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $4,932,801

Program Service Revenue $14,793,831

Investment Income $791,198

Other Revenue $0

TOTAL REVENUE $20,517,830

Expense Breakdown

Grants Paid $2,418,425

Salaries & Benefits $9,581,852

Fundraising Expenses $1,010,528

Program Expenses $12,871,539

Other Expenses $4,630,513

TOTAL EXPENSES $16,630,790

Year-over-Year Comparison

	2022	2021	Change
Revenue	$20,517,830	$17,309,940	+0.2%
Expenses	$16,630,790	$15,355,896	+0.1%
Net Income	$3,887,040	$1,954,044	+1.0%

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

136

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

$745,089

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER SANGER	PRESIDENT	1.00	Officer Director	$0	$0	$0
ULRIKA EKMAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMIL SWATI	TREASURER	1.00	Officer Director	$0	$0	$0
ANNA TRAGGIO	SECRETARY	1.00	Officer Director	$0	$0	$0
LAWRENCE ALEXANDER	TRUSTEE	1.00	Director	$0	$0	$0
MICHELE BROWNE	TRUSTEE	1.00	Director	$0	$0	$0
CATHERINE GOUGE	TRUSTEE	1.00	Director	$0	$0	$0
ALEXANDRA JARISLOWSKY	TRUSTEE	1.00	Director	$0	$0	$0
LIMIN KONG	TRUSTEE	1.00	Director	$0	$0	$0
HENRY LABALME	TRUSTEE	1.00	Director	$0	$0	$0
JUHYUN LIM	TRUSTEE	1.00	Director	$0	$0	$0
ESTHER MA	TRUSTEE	1.00	Director	$0	$0	$0
KATHRYN MATTIS	TRUSTEE	1.00	Director	$0	$0	$0
PIETER MULDER	TRUSTEE	1.00	Director	$0	$0	$0
DAVID NUZUM	TRUSTEE	1.00	Director	$0	$0	$0
JUSTIN ROYCE	TRUSTEE	1.00	Director	$0	$0	$0
JEREMY SPOFFORD	TRUSTEE	1.00	Director	$0	$0	$0
SAVANNAH STEVENSON	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD TURNURE	TRUSTEE	1.00	Director	$0	$0	$0
CARY ULLMAN	TRUSTEE	1.00	Director	$0	$0	$0
JASON VELEZ	TRUSTEE	1.00	Director	$0	$0	$0
LARA VITIELLO	TRUSTEE	1.00	Director	$0	$0	$0
MARK WINMILL	TRUSTEE	1.00	Director	$0	$0	$0
JODY R SOJA	HEAD OF SCHOOL	40.00	Officer	$329,911	$180,997	$510,908
CHERYL SLEBODA	CHIEF FINANCIAL OFFICER	40.00	Officer	$197,226	$36,955	$234,181
SARAH SMITH	DIRECTOR OF ADVANCEMENT	40.00	Highest	$158,200	$19,054	$177,254
AMY VORENBERG	HEAD OF LOWER SCHOOL	40.00	Highest	$118,360	$21,521	$139,881

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	No data	No data	No data	No data
2023	$20,517,830	$16,630,790	$42,667,804	$3,887,040
2022	$17,309,940	$15,355,896	$33,045,889	$1,954,044
2021	$17,560,069	$13,277,803	$30,485,119	$4,282,266
2020	$14,273,842	$12,413,686	$25,341,912	$1,860,156
2019	$11,987,918	$11,746,938	$22,909,527	$240,980
2018	$12,247,973	$11,396,028	$21,112,428	$851,945

INDIAN MOUNTAIN SCHOOL