IMAGINE MIDDLE AT SURPRISE INC (EIN 204931199) - 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

2005

Legal Domicile

Principal Officer

BRANDON DAHL

Phone

6233441770

Tax Period

2023-07-01 to 2024-06-30

IMAGINE MIDDLE AT SURPRISE INC, founded in 2005, is a community nonprofit in the Education sector that reported $4.0M in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year.

Mission

TO OPERATE A NOT FOR PROFIT CHARTER SCHOOL AND CONDUCT EDUCATIONAL RESEARCH, EVALUATION, AND DEVELOPMENT ACTIVITIES.

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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 $642,162

Program Service Revenue $2,771,388

Investment Income $0

Other Revenue $576,888

TOTAL REVENUE $3,990,438

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,913,211

Fundraising Expenses $0

Program Expenses $3,446,172

Other Expenses $2,084,475

TOTAL EXPENSES $3,997,686

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,990,438	$4,654,558	-0.1%
Expenses	$3,997,686	$4,512,755	-0.1%
Net Income	$-7,248	$141,803	-1.1%

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

$120,866

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS MCCOMB	PRINCIPAL	18.00	Officer	$48,178	$15,911	$120,866
SHANNON HEINZE	SECRETARY	2.00	Officer Director	$0	$0	$0
KIMBERLY KALEC	BOARD MEMBER	2.00	Director	$0	$0	$0
HERMAN ORCUTT	PRESIDENT	2.00	Officer Director	$0	$0	$0
SCOTT RONEY	BOARD MEMBER	2.00	Director	$0	$0	$0
ROBERT STEVENS	VICE PRESIDE	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	$3,990,438	$3,997,686	$12,611,010	$-7,248
2023	$4,654,558	$4,512,755	$16,371,753	$141,803
2022	$4,317,715	$4,346,824	$2,026,775	$-29,109
2021	$4,242,104	$4,193,561	$1,581,904	$48,543
2020	$4,210,009	$4,250,700	$1,214,891	$-40,691
2019	$4,205,119	$4,111,041	$970,457	$94,078
2018	$3,484,450	$3,887,345	$1,158,996	$-402,895

IMAGINE MIDDLE AT SURPRISE INC