MOUNTAIN TERRACE INC C/O ELLIS & ELLIS PLLC (EIN 550669844) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

LEE MILAM

Phone

3043424169

Tax Period

2024-10-01 to 2025-09-30

MOUNTAIN TERRACE INC C/O ELLIS & ELLIS PLLC, founded in 1984, is a small nonprofit in the Housing & Shelter sector that reported $267K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year.

Mission

PROVIDE RENTAL HOUSING FOR LOW-INCOME ELDERLY AND/OR DISABLED INDIVIDUALS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $187,169

Program Service Revenue $79,335

Investment Income $155

Other Revenue $0

TOTAL REVENUE $266,659

Expense Breakdown

Grants Paid $0

Salaries & Benefits $30,691

Fundraising Expenses $0

Program Expenses $231,157

Other Expenses $245,795

TOTAL EXPENSES $276,486

Year-over-Year Comparison

	2024	2023	Change
Revenue	$266,659	$330,993	-0.2%
Expenses	$276,486	$261,147	+0.1%
Net Income	$-9,827	$69,846	-1.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NOVA COOPER	SECRETARY/TR	N/A	Officer Director	$0	$0	$0
FREDDIE HARLESS	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
LEE MILAM	PRESIDENT	N/A	Officer 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	$266,659	$276,486	$742,291	$-9,827
2024	No data	No data	No data	No data
2023	$357,728	$310,013	$816,021	$47,715
2022	$341,137	$311,810	$812,440	$29,327
2021	$335,717	$278,665	$818,959	$57,052
2020	$344,683	$331,300	$801,696	$13,383
2019	$343,331	$293,429	$830,781	$49,902
2018	$339,344	$287,475	$833,593	$51,869

MOUNTAIN TERRACE INC C/O ELLIS & ELLIS PLLC