ROCKY MOUNTAIN RETREAT (EIN 841141304) - 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

1989

Legal Domicile

Principal Officer

KATRINA BLAIR OFFICER

Phone

9702472703

Tax Period

2024-01-01 to 2024-12-31

ROCKY MOUNTAIN RETREAT, founded in 1989, is a small nonprofit that reported $331K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $313K left a modest 6% surplus.

Mission

TO PROVIDE A COMMUNITY SERVICE BUILDING FOR EDUCATION, CHARITABLE, RELIGIOUS, SCIENTIFIC RESEARCH PROMOTING GOOD DIET AND INSTRUCTION ON HOW TO PREPARE HEALTHY FOODS

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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 $0

Program Service Revenue $331,371

Investment Income $0

Other Revenue $0

TOTAL REVENUE $331,371

Expense Breakdown

Grants Paid $0

Salaries & Benefits $239,403

Fundraising Expenses $0

Program Expenses $312,602

Other Expenses $73,199

TOTAL EXPENSES $312,602

Year-over-Year Comparison

	2024	2023	Change
Revenue	$331,371	$289,649	+0.1%
Expenses	$312,602	$296,330	+0.1%
Net Income	$18,769	$-6,681	-3.8%

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

N/A

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

$19,065

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATRINA BLAIR	PRESIDENT	40.00	Officer	$19,065	$0	$19,065
PATRICIA BLAIR	SEC TREA	0.00	Officer	$0	$0	$0
KURT BLAIR	VICE PRESIDENT	0.00	Officer	$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	$331,371	$312,602	$173,872	$18,769
2023	$289,649	$296,330	$156,326	$-6,681
2022	$262,204	$322,964	$160,785	$-60,760
2021	$362,473	$277,155	$223,030	$85,318
2020	$323,686	$295,104	$237,432	$28,582
2019	$262,143	$276,480	$179,553	$-14,337
2018	$252,082	$257,536	$195,171	$-5,454

ROCKY MOUNTAIN RETREAT