MountainTrue (EIN 561422691) - 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

1984

Legal Domicile

Principal Officer

Robert Wagner

Phone

8282588737

Tax Period

2023-01-01 to 2023-12-31

MountainTrue, founded in 1984, is a community nonprofit in the Environment sector that reported $2.5M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

MountainTrues Mission Statement: MountainTrue champions resilient forests, clean waters, and healthy communities across the Southern Blue Ridge.

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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 $2,268,018

Program Service Revenue $148,110

Investment Income $30,746

Other Revenue $17,047

TOTAL REVENUE $2,463,921

Expense Breakdown

Grants Paid $118,312

Salaries & Benefits $1,511,196

Fundraising Expenses $202,023

Program Expenses $2,199,814

Other Expenses $871,954

TOTAL EXPENSES $2,501,462

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,463,921	$2,224,642	+0.1%
Expenses	$2,501,462	$2,058,188	+0.2%
Net Income	$-37,541	$166,454	-1.2%

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

409

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

$91,011

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert Wagner	Director	45.00	Officer	$81,272	$9,739	$91,011
Moriah Dean	Chair	1.00	Officer Director	$0	$0	$0
Jesse Miller	Vice-Chair	1.00	Officer Director	$0	$0	$0
Jane Margaret Bell	Secretary	1.00	Officer Director	$0	$0	$0
Katherine Taaffe	Treasurer	1.00	Officer Director	$0	$0	$0
Ameena Batada	Board	1.00	Director	$0	$0	$0
Kareen Boncales	Board	1.00	Director	$0	$0	$0
Jenny Dissen	Board	1.00	Director	$0	$0	$0
Nicholas Holshouser	Board	1.00	Director	$0	$0	$0
Kimberly Hunter	Board	1.00	Director	$0	$0	$0
Harli Palme	Board	1.00	Director	$0	$0	$0
Enrique Sanchez	Board	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	No data	No data	No data	No data
2023	$2,463,921	$2,501,462	$1,767,910	$-37,541
2022	$2,224,642	$2,058,188	$1,815,889	$166,454
2021	$2,337,288	$1,775,908	$1,519,546	$561,380
2020	$1,568,381	$1,683,237	$1,108,005	$-114,856
2019	$1,524,059	$1,642,847	$1,025,725	$-118,788
2018	$1,754,754	$1,466,671	$1,166,102	$288,083

MountainTrue