Taos Academy Foundation (EIN 272765965) - 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

2010

Legal Domicile

Principal Officer

Karin Moulton

Phone

5757513109

Tax Period

2022-07-01 to 2023-06-30

Taos Academy Foundation, founded in 2010, is a small nonprofit in the Religion sector that reported $207K in total revenue in fiscal year 2022. Expenses of $232K exceeded revenue, resulting in a 12% operating deficit.

Mission

The charitable purpose for which Taos Academy Foundation is organized is to Assist and support the building and success of Taos Academy Charter School; to assist Taos Academy to achieve promoting the goals of academic achievement, strong leadership skills, and social responsibility; and to do those things necessary for the accomplishment of these and related purposes, including receiving grants and gifts and acquiring and disposing of property for the furtherance of the stated purpose.

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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 $1,360

Program Service Revenue $205,511

Investment Income $389

Other Revenue $-496

TOTAL REVENUE $206,764

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $226,187

Other Expenses $232,325

TOTAL EXPENSES $232,325

Year-over-Year Comparison

	2022	2021	Change
Revenue	$206,764	$201,888	+0.0%
Expenses	$232,325	$226,274	+0.0%
Net Income	$-25,561	$-24,386	+0.0%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Karin Moulton	Treasurer	1.00	Officer Director	$0	$0	$0
Donald Bush	President	0.00	Officer Director	$0	$0	$0
Bre Messerole	Vice President	0.00	Officer Director	$0	$0	$0
Patricia Meagher	Secretary	0.00	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	No data	No data	No data	No data
2023	$206,764	$232,325	$2,622,194	$-25,561
2022	$201,888	$226,274	$2,676,686	$-24,386
2021	$192,848	$236,264	$2,725,699	$-43,416
2020	$207,195	$281,948	$2,794,064	$-74,753
2019	$215,159	$255,703	$2,893,757	$-40,544
2018	$233,820	$269,657	$2,953,834	$-35,837

Taos Academy Foundation