Monticello College Inc

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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

Tax Period

2024-01-01 to 2024-12-31

Monticello College Inc, founded in 2010, is a micro nonprofit in the Education sector that reported $87K in total revenue in fiscal year 2024. Revenue fell 55% from the prior year — a significant decline worth monitoring.

Mission

TO FOSTER THE SPIRIT OF LEADERSHIP AND PUBLIC VIRTUE THROUGH CLASSIC LIBERAL ARTS EDUCATION

Program Service Accomplishments

Program 1

Expenses: $94,210

TO FOSTER THE SPIRIT OF LEADERSHIP AND PUBLIC VIRTUE THROUGH CLASSIC LIBERAL ARTS EDUCATION

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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 $86,458

Program Service Revenue $0

Investment Income $738

Other Revenue $0

TOTAL REVENUE $87,196

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $94,210

Other Expenses $94,210

TOTAL EXPENSES $94,210

Year-over-Year Comparison

	2024	2023	Change
Revenue	$87,196	$194,555	-0.6%
Expenses	$94,210	$192,857	-0.5%
Net Income	$-7,014	$1,698	-5.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANON BROOKS	PRESIDENT	50.00	Officer	$0	$0	$0
DEENA ORTIZ	TREASURER	1.00	Officer	$0	$0	$0
SYMBRIA PATTERSON	BOARD MEMBER	1.00	Officer	$0	$0	$0
JOELLE MANCUSO	BOARD MEMBER	1.00	Officer	$0	$0	$0
DAN BROOKS	BOARD MEMBER	1.00	Officer	$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
2024	$87,196	$94,210	$11,218	$-7,014
2023	$194,555	$192,857	$18,232	$1,698
2022	$218,219	$213,573	$13,207	$4,646
2021	$160,744	$145,642	No data	$15,102
2020	$122,305	$113,033	$7,248	$9,272
2019	$120,322	$124,435	$51,650	$-4,113
2018	$144,978	$88,912	$58,870	$56,066