MOUNTAIN ENDOWMENT FUND (EIN 562190319) - 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

2001

Legal Domicile

Principal Officer

Robert B Marcy

Phone

8285264594

Tax Period

2024-01-01 to 2024-12-31

MOUNTAIN ENDOWMENT FUND, founded in 2001, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $48K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $19K, a strong 41% operating margin.

Mission

To support the long-term stability of The Mountain Retreat and Learning Center and to enhance its mission programs and activities

🔒

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 $47,982

Program Service Revenue $0

Investment Income $13

Other Revenue $0

TOTAL REVENUE $47,995

Expense Breakdown

Grants Paid $28,321

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,523

Other Expenses $202

TOTAL EXPENSES $28,523

Year-over-Year Comparison

	2024	2023	Change
Revenue	$47,995	$52,721	-0.1%
Expenses	$28,523	$24,612	+0.2%
Net Income	$19,472	$28,109	-0.3%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Erin Thompson	President Trustee	5.00	Director	$0	$0	$0
Linda Sterner	Vice President Trustee	1.00	Director	$0	$0	$0
Robert Marcy	Treasurer Trustee	2.00	Director	$0	$0	$0
Teresa Falzone	Secretary Trustee	1.00	Director	$0	$0	$0
Lois Lee	Trustee	1.00	Director	$0	$0	$0
Joy Irwin	Trustee	1.00	Director	$0	$0	$0
Lem Arnold	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	$47,995	$28,523	$787,647	$19,472
2023	$52,721	$24,612	$708,030	$28,109
2022	$102,429	$25,039	$605,242	$77,390
2021	$115,271	$13,815	$623,896	$101,456

MOUNTAIN ENDOWMENT FUND