MONTVERDE ACADEMY INC (EIN 590657329) - 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

1912

Legal Domicile

Principal Officer

S RENEE STEPHENS LUNDY

Phone

4074692561

Tax Period

2024-06-01 to 2025-05-31

MONTVERDE ACADEMY INC, founded in 1912, is a mid-sized nonprofit that reported $41.1M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

TO INSPIRE STUDENTS TO BECOME LEADERS WITH A PASSION FOR KNOWLEDGE, GLOBAL VISION AND INNOVATION WHILE DEVELOPING CHARACTER IN A NURTURING AND DIVERSE COMMUNITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,055,824

Program Service Revenue $37,356,945

Investment Income $648,404

Other Revenue $2,015,892

TOTAL REVENUE $41,077,065

Expense Breakdown

Grants Paid $0

Salaries & Benefits $17,005,605

Fundraising Expenses $37,594

Program Expenses $35,723,909

Other Expenses $23,877,996

TOTAL EXPENSES $40,883,601

Year-over-Year Comparison

	2024	2023	Change
Revenue	$41,077,065	$36,111,004	+0.1%
Expenses	$40,883,601	$35,824,722	+0.1%
Net Income	$193,464	$286,282	-0.3%

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

417

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

$641,137

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jon Hopman	Head of School	40.0	Officer	$402,650	$34,594	$437,244
Kevin Boyle	Head Basketball Coach	40.0	Highest	$272,871	$26,031	$298,902
David Rath	Dean of Enrollment Management	40.0	Highest	$237,392	$34,594	$271,986
Bradley Long	Director of Finance & operator	40.0	Officer	$188,182	$15,711	$203,893
David Bernatavitz	Dean of Upper School	40.0	Highest	$179,045	$8,738	$187,783
Jaime Oncins De Oliveira	Head Tennis Coach	40.0	Highest	$137,010	$20,437	$157,447
Meristell Shackelford	Dean of the Lower School	40.0	Highest	$140,269	$9,534	$149,803
SANDRA O STEPHENS	TRUSTEE EMIRITUS	1.0	Director	$0	$0	$0
T SCOTT OHMSTEDE	TRUSTEE	1.0	Director	$0	$0	$0
S RENEE STEPHENS LUNDY	CHAIRWOMAN	1.0	Officer Director	$0	$0	$0
TIM J BACH	VICE CHAIRMAN	1.0	Officer Director	$0	$0	$0
SEAN PARKS	SECRETARY	1.0	Officer Director	$0	$0	$0
GREGORY L NELSON	TREASURER	1.0	Officer Director	$0	$0	$0
MICHAEL MASON	TRUSTEE	1.0	Director	$0	$0	$0
LORI SPECHT	TRUSTEE	1.0	Director	$0	$0	$0
JON FRERE	TRUSTEE THRU 08/2024	1.0	Director	$0	$0	$0
SIDNEY A MCPHEE	TRUSTEE	1.0	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	$41,077,065	$40,883,601	$60,319,359	$193,464
2024	$36,111,004	$35,824,722	$60,061,633	$286,282
2023	$33,466,562	$34,229,815	$54,825,619	$-763,253
2022	$32,301,917	$30,642,600	$55,272,335	$1,659,317
2021	$32,698,439	$27,086,495	$55,936,225	$5,611,944
2020	$32,007,011	$30,673,548	$54,309,748	$1,333,463
2019	$29,792,162	$29,073,741	$45,146,113	$718,421

MONTVERDE ACADEMY INC