MONTEZUMA SCHOOL TO FARM PROJECT (EIN 844298006) - 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

2020

Legal Domicile

Principal Officer

GREGORY FELSEN

Phone

9707910351

Tax Period

2024-01-01 to 2024-12-31

MONTEZUMA SCHOOL TO FARM PROJECT, founded in 2020, is a small nonprofit in the Environment sector that reported $372K in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. Expenses of $356K left a modest 4% surplus.

Mission

THE MONTEZUMA SCHOOL TO FARM PROJECT UNITES OUR LOCAL AGRICULTURAL HERITAGE WITH OUR GROWING FUTURE BY ENGAGING STUDENTS AT THE CROSSROADS OF FOOD PRODUCTION, RESOURCE CONSERVATION, AND NUTRITION THROUGH EDUCATIONAL EXPERIENCES.

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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 $370,066

Program Service Revenue $0

Investment Income $1,475

Other Revenue $0

TOTAL REVENUE $371,541

Expense Breakdown

Grants Paid $0

Salaries & Benefits $244,441

Fundraising Expenses $536

Program Expenses $303,923

Other Expenses $111,260

TOTAL EXPENSES $355,701

Year-over-Year Comparison

	2024	2023	Change
Revenue	$371,541	$269,159	+0.4%
Expenses	$355,701	$339,326	+0.0%
Net Income	$15,840	$-70,167	-1.2%

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

N/A

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
MICHELLE WALTMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
ALIX MIDGELY	BOARD MEMBER	2.00	Director	$0	$0	$0
KAY PHELPS	BOARD MEMBER	2.00	Director	$0	$0	$0
JAMES PATTON	VICE PRESIDENT	2.00	Officer	$0	$0	$0
GREGORY FELSEN	PRESIDENT	2.00	Officer	$0	$0	$0
TRENT WOODS	TREASURER	2.00	Officer	$0	$0	$0
SORRELL REDFORD	EXECUTIVE DIRECTOR	40.00	Key Emp	$0	$0	$0
BEN GOODRICH	FORMER EXECUTIVE DIRECTOR	40.00		$0	$0	$0
KATIE RUSSELL	FORMER BOARD MEMBER	2.00		$0	$0	$0
KATRISSA RITTENHOUSE	FORMER SECRETARY	2.00		$0	$0	$0
CLARA MARTINEZ	FORMER PRESIDENT	2.00		$0	$0	$0
KIT CONNALLY	FORMER BOARD MEMBER	2.00		$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	$371,541	$355,701	$394,875	$15,840
2023	$269,159	$339,326	$377,877	$-70,167
2022	$322,617	$359,293	$446,410	$-36,676
2021	$613,027	$420,410	$478,588	$192,617
2020	$430,929	$144,958	$295,433	$285,971

MONTEZUMA SCHOOL TO FARM PROJECT