ROCKY MOUNTAIN ACADEMY OF EVERGREEN INC (EIN 841593739) - 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

1999

Legal Domicile

Principal Officer

Scott Jones

Phone

3036701070

Tax Period

2024-07-01 to 2025-06-30

ROCKY MOUNTAIN ACADEMY OF EVERGREEN INC, founded in 1999, is a community nonprofit in the Education sector that reported $5.3M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

Rocky Mountain Academy of Evergreen inspires each student to pursue personal and academic excellence through an intellectually challenging Core Knowledge curriculum within a nurturing environment.

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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 $437,895

Program Service Revenue $4,729,879

Investment Income $0

Other Revenue $118,006

TOTAL REVENUE $5,285,780

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,462,134

Fundraising Expenses $0

Program Expenses $2,217,913

Other Expenses $1,678,131

TOTAL EXPENSES $5,140,265

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,285,780	$4,878,198	+0.1%
Expenses	$5,140,265	$4,899,593	+0.0%
Net Income	$145,515	$-21,395	-7.8%

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

Employees

N/A

Volunteers

100

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stephanie Ulibarri	President	2.00	Officer Director	$0	$0	$0
Scott Jones	Vice President	2.00	Officer Director	$0	$0	$0
Hubert van der Heijden	Treasurer	2.00	Officer Director	$0	$0	$0
Magda Smith	Secretary	2.00	Officer Director	$0	$0	$0
Maureen Upton	Parent Rep	2.00	Director	$0	$0	$0
Erin Calyton	Parent Rep	2.00	Director	$0	$0	$0
Heidi Morgan	Parent Rep	2.00	Director	$0	$0	$0
Chris Robbins	Parent Rep	2.00	Director	$0	$0	$0
Ian Dunbar	Parent Rep	2.00	Director	$0	$0	$0
Ann Hudson	Principal	40.00	Highest	$144,960	$34,935	$179,895
Janelle Johnson	Asst Princpal	40.00	Highest	$104,652	$25,221	$129,873

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	$5,285,780	$5,140,265	$10,464,733	$145,515
2024	$4,878,198	$4,899,593	$10,954,825	$-21,395
2023	$4,678,285	$5,181,416	$11,139,464	$-503,131
2022	$5,285,359	$2,452,882	$10,684,637	$2,832,477
2021	$3,905,931	$3,345,512	$9,427,254	$560,419

ROCKY MOUNTAIN ACADEMY OF EVERGREEN INC