ALTERRA MOUNTAIN COMPANY COMMUNITY FOUNDATION (EIN 853056218) - 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

KAREN HAMILTON-SMITH

Phone

3037498200

Tax Period

2024-08-01 to 2025-07-31

ALTERRA MOUNTAIN COMPANY COMMUNITY FOUNDATION, founded in 2020, is a community nonprofit in the Human Services sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 1598% from the prior year, signaling strong growth momentum.

Mission

WE INVEST TO SUPPORT A THRIVING MOUNTAIN COMMUNITY.

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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 $1,117,339

Program Service Revenue $0

Investment Income $59,370

Other Revenue $0

TOTAL REVENUE $1,176,709

Expense Breakdown

Grants Paid $970,974

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,050,875

Other Expenses $184,955

TOTAL EXPENSES $1,155,929

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,176,709	$69,315	+16.0%
Expenses	$1,155,929	$2,868,797	-0.6%
Net Income	$20,780	$-2,799,482	-1.0%

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

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
KAREN SANFORD	DIRECTOR	1.00	Director	$0	$0	$0
MARK BROWNLIE	DIRECTOR (THROUGH 4/25)	1.00	Director	$0	$0	$0
FRANKIE BEVINS	DIRECTOR	1.00	Director	$0	$0	$0
SANDY CHIO	DIRECTOR	1.00	Director	$0	$0	$0
KAREN HAMILTON-SMITH	TREASURER	1.00	Officer	$0	$0	$0
JULIE BODDEN	SECRETARY	1.00	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	$1,176,709	$1,155,929	$1,532,831	$20,780
2024	$69,315	$2,868,797	$1,515,880	$-2,799,482
2023	$3,229,723	$834,995	$4,214,042	$2,394,728
2022	$11,267	$528,347	$1,842,417	$-517,080
2021	$2,600,000	$284,265	$2,317,485	$2,315,735

ALTERRA MOUNTAIN COMPANY COMMUNITY FOUNDATION