MONTICELLO ACADEMY PROPERTIES

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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

2014

Legal Domicile

Principal Officer

JOEL COLEMAN

Phone

8014178040

Tax Period

2020-07-01 to 2021-06-30

MONTICELLO ACADEMY PROPERTIES, founded in 2014, is a small nonprofit that reported $400K in total revenue in fiscal year 2020. The organization ran a surplus of $396K, a strong 99% operating margin.

Mission

THE ORGANIZATION IS OPERATED TO BENEFIT MONTICELLO ACADEMY, INC. (A UTAH PUBLIC CHARTER SCHOOL) AND ITS STUDENTS.

Program Service Accomplishments

Program 1

Expenses: $1,500 Revenue: $400,000

TO PROVIDE MANAGEMENT SERVICES FOR MONTICELLO ACADEMY, INC.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $400,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $400,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,500

Fundraising Expenses $0

Program Expenses $1,500

Other Expenses $2,002

TOTAL EXPENSES $3,502

Year-over-Year Comparison

	2020	2019	Change
Revenue	$400,000	$400,170	0.0%
Expenses	$3,502	$232,754	-1.0%
Net Income	$396,498	$167,416	+1.4%

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

$184,717

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANE ROBERTS	SCHOOL DIREC	20.00	Officer	$58,937	$40,343	$164,717
KIM COLEMAN	EXECUTIVE DI	5.00	Officer	$20,000	$0	$20,000
JOEL COLEMAN	SECRETARY	2.00	Officer Director	$0	$0	$0
JENNIFER WARNAS	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
MARTELL WINTERS	TRUSTEE	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
2021	$400,000	$3,502	$1,054,414	$396,498
2020	$400,170	$232,754	$657,916	$167,416
2019	$400,000	$241,321	$489,015	$158,679
2018	$400,000	$285,502	$330,946	$114,498