Coda Mountain Academy Inc (EIN 462699615) - 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

2015

Legal Domicile

Principal Officer

Teresa F Workman

Phone

3045751477

Tax Period

2024-07-01 to 2025-06-30

Coda Mountain Academy Inc, founded in 2015, is a small nonprofit in the Education sector that reported $548K in total revenue in fiscal year 2024. Expenses of $523K left a modest 5% surplus.

Mission

Coda provides high caliber educational opportunities in a challenging but nuturing environment via afterschool programs, summer music robotics day camps, residential summer music camp, evening community classes.

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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 $398,402

Program Service Revenue $148,098

Investment Income $1,477

Other Revenue $0

TOTAL REVENUE $547,977

Expense Breakdown

Grants Paid $0

Salaries & Benefits $359,104

Fundraising Expenses $0

Program Expenses $467,925

Other Expenses $163,902

TOTAL EXPENSES $523,006

Year-over-Year Comparison

	2024	2023	Change
Revenue	$547,977	$517,635	+0.1%
Expenses	$523,006	$519,620	+0.0%
Net Income	$24,971	$-1,985	-13.6%

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

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

$58,788

Total Directors

$58,788

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Esther Morey	President Executive Director	040.00	Officer Director Highest	$49,188	$0	$49,188
Teresa Workman CPA	Treasurer	008.00	Officer Director	$9,600	$0	$9,600
Stephen Carpenter Esq	Secretary	001.00	Officer Director	$0	$0	$0
Lydia Feazell	director	N/A	Director	$0	$0	$0
Travis Hellmandollar	Vice-president	001.00	Officer Director	$0	$0	$0
Scott Berg	director	001.00	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	$547,977	$523,006	$442,673	$24,971
2024	$517,635	$519,620	$455,533	$-1,985
2024	$517,635	$519,620	$455,533	$-1,985
2023	$489,093	$469,702	$407,166	$19,391
2023	No data	No data	No data	No data
2022	$592,692	$506,451	$374,869	$86,241
2021	$487,732	$642,739	$270,008	$-155,007
2019	$223,960	$200,773	$131,313	$23,187
2018	$321,713	$243,623	$106,901	$78,090

Coda Mountain Academy Inc