MOUNTAIN LAKE SERVICES FOUNDATION

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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

2010

Legal Domicile

Principal Officer

SHELLEY WINTERS

Phone

5185463051

Tax Period

2023-01-01 to 2023-12-31

MOUNTAIN LAKE SERVICES FOUNDATION, founded in 2010, is a micro nonprofit in the Human Services sector that reported $40K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $23K, a strong 59% operating margin.

Mission

TO SUPPORT THE CHARITABLE PURPOSES OF MOUNTAIN LAKE SERVICES.

Program Service Accomplishments

Program 1

Expenses: $16,317 Revenue: $39,751

THIS ORGANIZATION IS A 501(C)(3) ORGANIZATION FORMED TO SUPPORT THE CHARITABLE PURPOSES OF MOUNTAIN LAKE SERVICES. THE FOUNDATION'S INTENTION IS TO RAISE FUNDS FOR AND PUBLIC AWARENESS OF 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 $52,665

Program Service Revenue $0

Investment Income $7,909

Other Revenue $-20,823

TOTAL REVENUE $39,751

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,119

Fundraising Expenses $0

Program Expenses $16,317

Other Expenses $14,198

TOTAL EXPENSES $16,317

Year-over-Year Comparison

	2023	2022	Change
Revenue	$39,751	$34,432	+0.2%
Expenses	$16,317	$14,407	+0.1%
Net Income	$23,434	$20,025	+0.2%

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

$359,344

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHY LEVEILLE	PRESIDENT	1.00	Officer Director	$0	$0	$0
REISA WARREN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SHELLEY WINTERS	TREASURER	1.00	Officer Director	$0	$0	$0
CHERIE INDELICATO ESQ	SECRETARY	1.00	Officer Director	$0	$0	$0
ANITA JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
LAURIE CANAVAN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MUDGE JR	EXECUTIVE DIR.	1.00	Officer	$0	$25,829	$198,424
ROXANNE BURNS	CFO	1.00	Officer	$0	$16,273	$160,920

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
2024	No data	No data	No data	No data
2023	$39,751	$16,317	$535,264	$23,434
2022	$34,432	$14,407	$476,339	$20,025
2021	$35,566	$11,997	$512,155	$23,569