Montezuma Schools Inc (EIN 860181057) - 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

Legal Domicile

Principal Officer

BEN WILLIAMS

Phone

8666260480

Tax Period

2023-01-01 to 2023-12-31

Montezuma Schools Inc is a small nonprofit that reported $135K in total revenue in fiscal year 2023. Expenses of $214K exceeded revenue, resulting in a 59% operating deficit.

Mission

Providing distance education for Native American children

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $134,683

Other Revenue $0

TOTAL REVENUE $134,683

Expense Breakdown

Grants Paid $0

Salaries & Benefits $21,000

Fundraising Expenses $0

Program Expenses $196,271

Other Expenses $193,295

TOTAL EXPENSES $214,295

Year-over-Year Comparison

	2023	2022	Change
Revenue	$134,683	$134,568	+0.0%
Expenses	$214,295	$67,741	+2.2%
Net Income	$-79,612	$66,827	-2.2%

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

N/A

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
ROBERT MILLER	Chairman	2.000	Officer Director	$0	$0	$0
BOB CLOUSE	Director	1.000	Director	$0	$0	$0
FREDDY WINGHAM	Treasurer	3.000	Officer Director	$0	$0	$0
JACK SMITH	Director	4.000	Director	$0	$0	$0
SHERL ROSENGREEN	SecretaryDirector	5.000	Officer Director	$0	$0	$0
NATHAN BRYANT	Manager	15.00	Highest	$21,000	$0	$21,000

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	No data	No data	No data	No data
2023	$134,683	$214,295	$916,678	$-79,612
2022	$134,568	$67,741	$1,130,887	$66,827
2021	$7	$60,033	$1,169,584	$-60,026
2020	$39	$63,855	$1,229,610	$-63,816
2019	$135,188	$17,738	$1,291,481	$117,450
2018	$135,036	$54,806	$1,269,681	$80,230

Montezuma Schools Inc