Mountain Village Charter School (EIN 463844378) - 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

Kate Laucks

Phone

6035363900

Tax Period

2023-08-01 to 2024-07-31

Mountain Village Charter School, founded in 2013, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $1.1M left a modest 6% surplus.

Mission

Mountain Village is a public Nature-based, Montessori school, engaging students in experiences that integrate natural environments with the Montessori curriculum, igniting achievement in academic, social-emotional and ph

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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 $1,109,363

Program Service Revenue $94,043

Investment Income $293

Other Revenue $209

TOTAL REVENUE $1,203,908

Expense Breakdown

Grants Paid $0

Salaries & Benefits $789,588

Fundraising Expenses $494

Program Expenses $1,003,695

Other Expenses $344,168

TOTAL EXPENSES $1,133,756

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,203,908	$993,245	+0.2%
Expenses	$1,133,756	$983,646	+0.2%
Net Income	$70,152	$9,599	+6.3%

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

Volunteers

100

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

$88,158

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Merrill DeGraff	Head of School, Non-voting	040.00	Officer	$88,158	$0	$88,158
Kate Laucks	Board Chair	005.00	Officer Director	$0	$0	$0
Lisa Athanasia	Treasurer	002.50	Officer Director	$0	$0	$0
Delaney Currier	Co-Chair	005.00	Officer Director	$0	$0	$0
Lena Hart	Trustee	002.50	Director	$0	$0	$0
Nate Buffington	Trustee	002.50	Director	$0	$0	$0
Rebecca Faulkner	Trustee	002.50	Director	$0	$0	$0
John Lin	Trustee	002.50	Director	$0	$0	$0
Brianna Frost	Trustee	001.25	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
2024	$1,203,908	$1,133,756	$852,865	$70,152
2023	$993,245	$983,646	$871,737	$9,599
2022	$957,143	$920,291	$944,354	$36,852
2021	$1,067,097	$913,709	$765,501	$153,388
2020	$803,234	$770,886	$398,736	$32,348

Mountain Village Charter School