Rocky Mountain Association of IB World Schools

EIN: 841597391 501(c)(3) Education

Aurora, CO

Total Revenue
$583,989
Total Expenses
$697,384
Total Assets
$1,599,354
Net Assets
$1,599,354
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2002
Legal Domicile
CO
Phone
7208787430
Tax Period
2024-07-01 to 2025-06-30

Rocky Mountain Association of IB World Schools, founded in 2002, is a small nonprofit in the Education sector that reported $584K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $697K exceeded revenue, resulting in a 19% operating deficit.

Mission

The improvement, support and recognition of established and developing International Baccalaureate(I.B.)programs in the schools of the Rocky Mountain region. The aims and goals are as follows:(Refer to Schedule O for the continuation)

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $19,100
Program Service Revenue $534,495
Investment Income $29,414
Other Revenue $980
TOTAL REVENUE $583,989

Expense Breakdown

Grants Paid $76,539
Salaries & Benefits $121,827
Fundraising Expenses $0
Program Expenses $606,307
Other Expenses $499,018
TOTAL EXPENSES $697,384

Year-over-Year Comparison

2024 2023 Change
Revenue $583,989 $629,185 -0.1%
Expenses $697,384 $820,301 -0.1%
Net Income $-113,395 $-191,116 -0.4%
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

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Governance

Voting Members
8
Independent Members
8
Employees
N/A
Volunteers
20

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
2
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Esther Croak PYP Representative 2.00
Director
$0 $0 $0
Holly Davis Past President 10.00
Officer Director
$0 $0 $0
Hope Forgey Engagement & Outreach Officer 2.00
Director
$0 $0 $0
Paul Schkade President 2.00
Director
$0 $0 $0
Alex Armstrong MYP Representative 2.00
Director
$0 $0 $0
Melissa Knight DP Representative 2.00
Director
$0 $0 $0
Elzbieta Towlen Board Member at Large 2.00
Director
$0 $0 $0
Sharon Meunch Secretary 2.00
Director
$0 $0 $0
Janet Lotter Executive Director 25.00
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
2025 $583,989 $697,384 $1,599,354 $-113,395
2024 $629,185 $820,301 $1,630,026 $-191,116
2023 $745,784 $653,116 $1,748,882 $92,668
2022 $696,820 $495,708 $1,595,089 $201,112
2021 $769,235 $312,081 $1,536,730 $457,154
2020 $181,778 $534,412 $967,541 $-352,634
2019 $624,486 $622,104 $1,360,893 $2,382
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