THE MOUNTAIN SCHOOL AT WINHALL INC (EIN 522117220) - 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

1998

Legal Domicile

Principal Officer

TIM TAYLOR

Phone

8022972662

Tax Period

2023-07-01 to 2024-06-30

THE MOUNTAIN SCHOOL AT WINHALL INC, founded in 1998, is a community nonprofit in the Education sector that reported $1.0M in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year.

Mission

PROVIDE EDUCATION SERVICES FOR STUDENTS IN GRADES PRE-KINDERGARTEN THROUGH EIGHTH.

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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 $144,558

Program Service Revenue $833,288

Investment Income $41

Other Revenue $39,278

TOTAL REVENUE $1,017,165

Expense Breakdown

Grants Paid $0

Salaries & Benefits $676,055

Fundraising Expenses $26,194

Program Expenses $868,780

Other Expenses $343,314

TOTAL EXPENSES $1,019,369

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,017,165	$1,255,814	-0.2%
Expenses	$1,019,369	$1,407,895	-0.3%
Net Income	$-2,204	$-152,081	-1.0%

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

$130,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIM TAYLOR	CHAIR	2.00	Officer Director	$0	$0	$0
IAN JONES	BOARD MEMBER	2.00	Director	$0	$0	$0
SALLY SIMPSON	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
MARGARET SCHLACHTER	HEAD OF SCHO	40.00	Officer	$130,000	$0	$130,000
MICHAEL SEARS	TREASURER	2.00	Officer Director	$0	$0	$0
SHANE BARON	BOARD MEMBER	2.00	Director	$0	$0	$0
ERICA BOWMAN	SECRETARY	2.00	Officer Director	$0	$0	$0
MARC MALEH	BOARD MEMBER	2.00	Director	$0	$0	$0
BRITT MORGAN WOHLER	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	No data	No data	No data	No data
2024	$1,017,165	$1,019,369	$1,086,062	$-2,204
2023	$1,255,814	$1,407,895	$1,142,688	$-152,081
2022	$1,613,444	$1,599,930	$1,194,373	$13,514
2021	$1,407,198	$1,423,954	$1,389,729	$-16,756
2020	$1,373,264	$1,223,415	$1,222,659	$149,849
2019	$1,198,096	$1,285,562	$1,116,458	$-87,466
2018	$1,352,986	$1,244,814	$1,204,279	$108,172

THE MOUNTAIN SCHOOL AT WINHALL INC