MOUNTAIN WEST MONTESSORI ACADEMY (EIN 462729463) - 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

2013

Legal Domicile

Principal Officer

STEPHEN BARNES

Phone

8015666962

Tax Period

2024-07-01 to 2025-06-30

MOUNTAIN WEST MONTESSORI ACADEMY, founded in 2013, is a community nonprofit in the Education sector that reported $5.7M in total revenue in fiscal year 2024. Expenses of $5.1M left a modest 10% surplus.

Mission

THE EDUCATION OF STUDENTS FROM GRADES K-9.

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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 $5,283,055

Program Service Revenue $200,804

Investment Income $188,040

Other Revenue $0

TOTAL REVENUE $5,671,899

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,956,493

Other Expenses $5,090,552

TOTAL EXPENSES $5,090,552

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,671,899	$5,589,147	+0.0%
Expenses	$5,090,552	$4,748,920	+0.1%
Net Income	$581,347	$840,227	-0.3%

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
STEPHEN BARNES	PRESIDENT	2.00	Officer Director	$0	$0	$0
GIMENIA PALMER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
NELSON ALTAMIRANO	SECRETARY	2.00	Officer Director	$0	$0	$0
ANDREW MARX	FINANCIAL COORDINATOR	2.00	Officer Director	$0	$0	$0
CORBIN WHITE	BOARD MEMBER	2.00	Director	$0	$0	$0
SHERI EBERT	BOARD MEMBER	2.00	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	$5,671,899	$5,090,552	$12,267,151	$581,347
2024	No data	No data	No data	No data
2023	$4,832,869	$4,065,899	$11,163,484	$766,970
2022	$4,446,816	$3,990,768	$10,581,810	$456,048
2021	$4,201,919	$3,711,777	$10,297,436	$490,142
2020	$4,123,765	$3,774,755	$10,008,899	$349,010
2019	$3,868,864	$3,680,187	$9,098,213	$188,677
2018	$3,620,206	$3,494,669	$8,937,554	$125,537

MOUNTAIN WEST MONTESSORI ACADEMY