COTTONWOOD DAY SCHOOL

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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

AMY WOOD

Phone

4065863409

Tax Period

2024-07-01 to 2025-06-30

COTTONWOOD DAY SCHOOL, founded in 2014, is a small nonprofit in the Education sector that reported $834K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $1.2M exceeded revenue, resulting in a 40% operating deficit.

Mission

AT COTTONWOOD DAY SCHOOL, OUR MISSION IS TO SUPPORT STUDENTS WITH LEARNING CHALLENGES AND PARTNER WITH FAMILIES, SO STUDENTS CAN REACH THEIR FULL POTENTIAL ACADEMICALLY, SOCIALLY, AND THERAPEUTICALLY IN A SUPPORTIVE AND INCLUSIVE ENVIRONMENT.

Program Service Accomplishments

Program 1

Expenses: $875,482 Revenue: $453,489

COTTONWOOD DAY SCHOOL IN BOZEMAN, MT IS THE FIRST AND ONLY PRIVATE, NONPROFIT ELEMENTARY SCHOOL FOR STUDENTS WITH LEARNING DISABILITIES IN THE STATE OF MONTANA. STUDENTS WITH LEARNING DISABILITIES...

COTTONWOOD DAY SCHOOL IN BOZEMAN, MT IS THE FIRST AND ONLY PRIVATE, NONPROFIT ELEMENTARY SCHOOL FOR STUDENTS WITH LEARNING DISABILITIES IN THE STATE OF MONTANA. STUDENTS WITH LEARNING DISABILITIES NEED A SPECIFIC LEARNING APPROACH TO ACHIEVE ACADEMIC SUCCESS. COTTONWOOD DAY SCHOOL PROVIDES A UNIQUE AND EXCEPTIONAL LEARNING ENVIRONMENT TO STUDENTS WITH LEARNING DISABILITIES. COTTONWOOD DAY SCHOOL'S SPECIALIZED APPROACH TO INSTRUCTION TAKES INTO CONSIDERATION THAT EACH STUDENT'S LEARNING STYLE IS UNIQUE. OUR COMPREHENSIVE TEAM OF READING, ELEMENTARY, SPECIAL EDUCATION TEACHERS AND SPEECH AND LANGUAGE THERAPISTS WORK COLLABORATIVELY TO ENSURE THAT THE GOALS AND OBJECTIVES OF EACH CHILD'S LEARNING PLAN ARE MET. STUDENTS WITH LANGUAGE BASED DISABILITIES LIKE DYSLEXIA AND OTHER LEARNING DISABILITIES TYPICALLY HAVE DIFFICULTY WITH WORD RECOGNITION, DECODING AND SPELLING. THESE FUNDAMENTAL DIFFICULTIES IMPACT READING COMPREHENSION. RESEARCH INDICATES THAT SCAFFOLDED, MULTISENSORY PROGRAMS ARE SUCCESSFUL IN TEACHING STUDENTS WITH LEARNING DISABILITIES. THE FUNDAMENTALS OF LANGUAGE AND READING. AT COTTONWOOD DAY SCHOOL, WE INTEGRATE A MULTISENSORY APPROACH ACROSS ALL ACADEMIC CONTENT AREA SUBJECTS. INCORPORATING THESE APPROACHES INVOLVES PRESENTING NEW MATERIAL AND REVIEWING PREVIOUSLY LEARNED MATERIAL USING VISUAL, AUDITORY AND KINESTHETIC METHODS.

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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 $344,847

Program Service Revenue $452,819

Investment Income $5,773

Other Revenue $30,868

TOTAL REVENUE $834,307

Expense Breakdown

Grants Paid $32,931

Salaries & Benefits $674,687

Fundraising Expenses $0

Program Expenses $875,482

Other Expenses $464,308

TOTAL EXPENSES $1,171,926

Year-over-Year Comparison

	2024	2023	Change
Revenue	$834,307	$1,091,862	-0.2%
Expenses	$1,171,926	$718,037	+0.6%
Net Income	$-337,619	$373,825	-1.9%

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

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

$87,381

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MEGHAN LARSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
STEPHANIE UTER	SECRETARY	1.00	Officer Director	$0	$0	$0
MEREDITH SCULLY	PRIOR TREASURER	4.00	Officer Director	$0	$0	$0
KRISTINE PRICE	PRIOR DIRECTOR	1.00	Director	$0	$0	$0
KRISTIN ARMER	DIRECTOR	1.00	Director	$0	$0	$0
RANDY SCULLY	TREASURER	4.00	Officer Director	$0	$0	$0
AMY WOOD	EXECUTIVE DIRECTOR	40.00	Officer	$84,298	$3,083	$87,381
MELISSA COSTIGAN DAVIS	DIRECTOR	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
2025	$834,307	$1,171,926	$228,186	$-337,619
2024	$1,091,862	$718,037	$222,822	$373,825
2023	$620,054	$542,761	$190,778	$77,293
2022	$557,654	$495,370	$126,201	$62,284
2021	$434,347	$390,675	$70,151	$43,672
2020	$361,048	$400,269	$85,261	$-39,221
2019	$415,030	$397,428	$64,970	$17,602
2018	$321,594	$326,588	$54,813	$-4,994