MOUNTAIN MISSION SCHOOL ENDOWMENT FOUNDATION (EIN 541747332) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

LOIS A CLARKE

Phone

2769352954

Tax Period

2023-08-01 to 2024-07-31

MOUNTAIN MISSION SCHOOL ENDOWMENT FOUNDATION, founded in 1995, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $16.8M in total revenue in fiscal year 2017. Revenue surged 1801% from the prior year, signaling strong growth momentum. The organization ran a surplus of $15.7M, a strong 94% operating margin.

Mission

MOUNTAIN MISSION SCHOOL ENDOWMENT FOUNDATION WAS ESTABLISHED TO SUPPORT THE MOUNTAIN MISSION SCHOOL, INC.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $60,116

Program Service Revenue $0

Investment Income $811,296

Other Revenue $0

TOTAL REVENUE $871,412

Expense Breakdown

Grants Paid $1,583,790

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,583,790

Other Expenses $5,093

TOTAL EXPENSES $1,588,883

Year-over-Year Comparison

	2023	2022	Change
Revenue	$871,412	$737,406	+0.2%
Expenses	$1,588,883	$5,126,765	-0.7%
Net Income	$-717,471	$-4,389,359	-0.8%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES W MCGLOTHLIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
LOIS A CLARKE	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
MICHAEL J QUILLEN	TRUSTEE	1.00	Director	$0	$0	$0
JOHN TICKLE	TRUSTEE	1.00	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
2024	$871,412	$1,588,883	$44,031,314	$-717,471
2023	$737,406	$5,126,765	$40,318,123	$-4,389,359
2022	$693,284	$4,083,871	$43,263,923	$-3,390,587
2021	$3,832,644	$1,633,840	$50,113,074	$2,198,804
2020	$3,769,549	$1,591,338	$40,220,086	$2,178,211
2019	$5,096,818	$1,883,779	$36,496,278	$3,213,039
2018	$16,752,043	$1,003,887	$32,606,197	$15,748,156

MOUNTAIN MISSION SCHOOL ENDOWMENT FOUNDATION