BOZEMAN SUMMIT SCHOOL INC (EIN 841413419) - 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

Legal Domicile

Phone

4065853778

Tax Period

2023-07-01 to 2024-06-30

BOZEMAN SUMMIT SCHOOL INC is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $233K, a strong 22% operating margin.

Mission

BOZEMAN SUMMIT SCHOOL'S MISSION IS TO ENCOURAGE LIFE-LONG LEARNING BY PROVIDING A CHALLENGING, WELL-ROUNDED AND INDIVIDUALIZED EDUCATION BASED ON MONTESSORI PRINCIPLES THAT NUTURE THE DEVELOPMENTAL NEEDS OF ALL STUDENTS.

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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 $57,403

Program Service Revenue $989,880

Investment Income $21,801

Other Revenue $-10,270

TOTAL REVENUE $1,058,814

Expense Breakdown

Grants Paid $6,925

Salaries & Benefits $484,177

Fundraising Expenses $11,735

Program Expenses $667,093

Other Expenses $334,877

TOTAL EXPENSES $825,979

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,058,814	$789,763	+0.3%
Expenses	$825,979	$715,559	+0.2%
Net Income	$232,835	$74,204	+2.1%

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

$65,861

Total Directors

$65,861

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TAMELA M IRONS	Executive Dir.	40.00	Officer Director	$59,886	$5,975	$65,861
DAN RUGGLES	Vice President	4.00	Officer Director	$0	$0	$0
MITCH JOHNSON	Treasurer	6.00	Officer Director	$0	$0	$0
SARA ALDINGER	President	4.00	Officer Director	$0	$0	$0
LINDSEY ALEXANDER	MEMBER	4.00	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
2025	No data	No data	No data	No data
2024	$1,058,814	$825,979	$1,716,359	$232,835
2023	$789,763	$715,559	$1,655,323	$74,204
2022	$662,793	$580,878	$1,606,542	$81,915
2021	$733,411	$530,996	$1,477,064	$202,415
2020	$661,692	$597,567	$1,381,420	$64,125
2019	$592,238	$553,523	$1,261,688	$38,715

BOZEMAN SUMMIT SCHOOL INC