Dawn Mountain (EIN 760507052) - 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

1996

Legal Domicile

Principal Officer

Harvey B Aronson

Phone

7136300354

Tax Period

2023-01-01 to 2023-12-31

Dawn Mountain, founded in 1996, is a small nonprofit in the Arts, Culture & Humanities sector that reported $370K in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $187K, a strong 50% operating margin.

Mission

Dawn Mountain teaches methods to reduce stress and use compassion through Tibetan Buddhist teachings.

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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 $344,483

Program Service Revenue $29,186

Investment Income $480

Other Revenue $-3,707

TOTAL REVENUE $370,442

Expense Breakdown

Grants Paid $34,659

Salaries & Benefits $106,315

Fundraising Expenses $60,210

Program Expenses $105,706

Other Expenses $42,820

TOTAL EXPENSES $183,794

Year-over-Year Comparison

	2023	2022	Change
Revenue	$370,442	$288,121	+0.3%
Expenses	$183,794	$242,894	-0.2%
Net Income	$186,648	$45,227	+3.1%

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

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

$48,675

Total Directors

$48,675

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Anne C Klein	President	10.00	Officer Director	$0	$0	$0
Harvey B Aronson	Vice President	10.00	Officer Director	$0	$0	$0
Jason Cox	Treasurer	10.00	Officer Director	$0	$0	$0
Sheryl McCordy	Director	10.00	Director	$0	$0	$0
Bill Prentice	Director	10.00	Director	$0	$0	$0
Simone Woodage	Director	10.00	Director	$0	$0	$0
Donald Yurewicz	Director	10.00	Director	$0	$0	$0
Wendy Fillmore	Interim Executive Director to 9/23	40.00	Officer Director	$48,675	$0	$48,675

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	$370,442	$183,794	$421,526	$186,648
2022	$288,121	$242,894	$233,556	$45,227
2021	$342,657	$505,000	$195,153	$-162,343
2020	$567,309	$294,282	$383,761	$273,027
2019	$471,472	$641,147	$107,173	$-169,675
2018	$543,850	$486,054	$250,167	$57,796

Dawn Mountain