MONTEZUMA SCHOOL TO FARM PROJECT

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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.

Program Service Accomplishments

Program 1

Expenses: $303,923 Revenue: $364,909

MONTEZUMA SCHOOL TO FARM PROJECT PROVIDES MONTHLY GARDEN LESSONS FOR PRE-KINDERGARTEN THROUGH EIGHTH GRADE STUDENTS AT SIX SCHOOLS IN MONTEZUMA COUNTY, CATERING TO OVER 1,000 STUDENTS MONTHLY. THESE LESSONS INCLUDE CRITICAL CONCEPTS FOR STEAM TOPICS THAT ALIGN WITH COLORADO STATE ACADEMIC STANDARDS AND NEXT GENERATION SCIENCE STANDARDS, TASTINGS OF NUTRITIONAL FOODS WITHIN THE GARDENS, AND HOLISTIC MODELS THAT INCLUDE ASPECTS OF SEVERAL INTERCONNECTING DISCIPLINES. THESE LESSONS ARE THE ORGANIZATIONS LARGEST AND MOST CONSISTENT PROGRAM. MONTEZUMA SCHOOL TO FARM PROJECT UTILIZES ITS SIX SCHOOL GARDENS AND A TWO ACRE PRODUCTION PLOT TO GROW OVER 5,000 POUNDS OF FOOD AND DONATE IT THROUGOUT THE COMMUNITY. USING RESOURCE CONSERVING AND SUSTAINABLE AGRICULTURAL PROCESSES, THE ORGANIZATION RESPONSIBLY GROWS LOCAL, ORGANIC, AND NUTRIENT DENSE FOOD. ALL OF THE FOOD IS DISTRIBUTED VIA DONATIONS TO COMMUNITY MEMBERS, FOOD PANTRIES, AND FOOD SHARES. DURING 2024, THE ORGANIZATION WAS ABLE TO CONTINUE PROGRAM ACTIVITIES IN MANCOS COLORADO BY OFFERING ENRICHMENT ACTIVITIES FOR MIDDLE SCHOOL STUDENTS AND ADDITIONAL PROGRAMS ON FRIDAYS WHEN STUDENTS ARE NOT IN SCHOOL. THE ORGANIZATION SERVED 184 STUDENTS IN FRIDAY PROGRAMS AND PROVIDED 348 HOURS OF LESSONS TO MONTEZUMA COUNTY STUDENTS. MONTEZUMA SCHOOL TO FARM PROJECT PROVIDED OVER 10,500 TASTINGS OF FRESH FOOD TO STUDENTS DURING IN-SCHOOL AND OUT-OF-SCHOOL LESSONS.

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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