MOUNTAIN PHOENIX COMMUNITY SCHOOL (EIN 260335230) - 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

2007

Legal Domicile

Principal Officer

Sarah Landreth

Phone

3037289100

Tax Period

2024-07-01 to 2025-06-30

MOUNTAIN PHOENIX COMMUNITY SCHOOL, founded in 2007, is a community nonprofit in the Education sector that reported $9.2M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

To manage and support the educational program of a public charter school in Jefferson County Colorado.

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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 $1,119,207

Program Service Revenue $7,784,785

Investment Income $0

Other Revenue $309,170

TOTAL REVENUE $9,213,162

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,818,276

Fundraising Expenses $0

Program Expenses $4,811,145

Other Expenses $3,143,129

TOTAL EXPENSES $9,961,405

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,213,162	$8,189,161	+0.1%
Expenses	$9,961,405	$8,349,535	+0.2%
Net Income	$-748,243	$-160,374	+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

N/A

Volunteers

372

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
Jen Olson	President	2.00	Officer Director	$0	$0	$0
Mark Ruthven	Vice President	2.00	Officer Director	$0	$0	$0
Matt Gray	Secretary	2.00	Officer Director	$0	$0	$0
Anne Jensen	Secretary	2.00	Officer Director	$0	$0	$0
Kia Ruiz	Member	2.00	Director	$0	$0	$0
Jessica Seepersad	Member	2.00	Director	$0	$0	$0
Alex Hernandez	Member	2.00	Director	$0	$0	$0
Michael Heffernan	Director of Lower School	40.00	Highest	$102,891	$24,797	$127,688
Margaret Payne	Director of Upper School	40.00	Highest	$121,404	$29,258	$150,662

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	$9,213,162	$9,961,405	$13,637,637	$-748,243
2024	No data	No data	No data	No data
2023	$8,755,783	$8,814,046	$13,637,776	$-58,263
2022	$7,624,826	$4,461,008	$13,200,372	$3,163,818
2021	$8,143,222	$4,015,463	$13,553,802	$4,127,759

MOUNTAIN PHOENIX COMMUNITY SCHOOL