MOUNTAIN SUNRISE ACADEMY

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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

2016

Legal Domicile

Principal Officer

MINDY CARRUTH

Phone

8018822525

Tax Period

2024-07-01 to 2025-06-30

MOUNTAIN SUNRISE ACADEMY, founded in 2016, is a community nonprofit in the Education sector that reported $5.5M in total revenue in fiscal year 2024. Expenses of $4.8M left a modest 13% surplus.

Mission

MOUNTAIN SUNRISE ACADEMY EMPHASIZES WHOLE CHILD EDUCATION BY UTILIZING WALDORF PRINCIPLES TO PROMOTE ACADEMIC EXCELLENCE THROUGH EDUCATIONAL ARTISTRY AND EXPERIENTIAL LEARNING WHILE INSPIRING THE SPIRIT AND IMAGINATION OF EACH CHILD.

Program Service Accomplishments

Program 1

Expenses: $4,069,420 Revenue: $3,434

PROVIDE OUR STUDENTS WITH AN EDUCATION AND ALLOW THE SCHOOL TO ACCOMPLISH ITS GOALS AS STATED IN ITS MISSION STATEMENT.

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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 $5,348,332

Program Service Revenue $3,434

Investment Income $143,417

Other Revenue $0

TOTAL REVENUE $5,495,183

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,026,168

Fundraising Expenses $0

Program Expenses $4,069,420

Other Expenses $1,771,990

TOTAL EXPENSES $4,798,158

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,495,183	$5,195,394	+0.1%
Expenses	$4,798,158	$4,337,950	+0.1%
Net Income	$697,025	$857,444	-0.2%

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

200

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

$58,061

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MINDY CARRUTH	PRESIDENT	3.00	Officer Director	$0	$0	$0
BILL MARK	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
ALYSSA GILES	TREASURER	3.00	Officer Director	$0	$0	$0
ANDREW WATANABE	TRUSTEE	3.00	Director	$0	$0	$0
STEVE SOUTHWICK	TRUSTEE	3.00	Director	$0	$0	$0
RICHARD CAREY	TRUSTEE	3.00	Director	$0	$0	$0
KELSI BAILEY	EXECUTIVE DIRECTOR	40.00	Officer	$56,049	$2,012	$58,061

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	$5,495,183	$4,798,158	$13,499,656	$697,025
2024	$5,195,394	$4,337,950	$12,804,815	$857,444
2023	$4,550,309	$4,037,545	$11,931,435	$512,764
2022	$3,689,531	$3,905,638	$11,394,064	$-216,107
2021	$3,056,905	$3,029,303	$8,885,878	$27,602