Blue Mountain School Incorporated (EIN 861117860) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Tax Period

2023-08-01 to 2024-07-31

Blue Mountain School Incorporated, founded in 2010, is a small nonprofit in the Education sector that reported $324K in total revenue in fiscal year 2017. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $309K left a modest 5% surplus.

Mission

Blue Mountain School provides a holistic approach to education that nurtures the mind and the heart, the rational and the creative, the physical and the spiritual. Together, the Contemplative and Progressive elements of our model honor the whole child.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $110,745

Program Service Revenue $473,383

Investment Income $4

Other Revenue $1,549

TOTAL REVENUE $585,681

Expense Breakdown

Grants Paid $0

Salaries & Benefits $476,150

Fundraising Expenses $1,107

Program Expenses $396,588

Other Expenses $87,905

TOTAL EXPENSES $564,055

Year-over-Year Comparison

	2023	2022	Change
Revenue	$585,681	$482,304	+0.2%
Expenses	$564,055	$507,908	+0.1%
Net Income	$21,626	$-25,604	-1.8%

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

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

$42,151

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tammie Sarver	Executive Director	12.00	Officer	$42,151	$0	$42,151
Abby Williams	Trustee	1.00	Director	$0	$0	$0
Haden Polseno-Hensley	Trustee	1.00	Director	$0	$0	$0
Shelly Sherman	Turstee	1.00	Director	$0	$0	$0
Sean Dougherty	Trustee	1.00	Director	$0	$0	$0
Kathleen Jamison	Trustee	1.00	Director	$0	$0	$0
Shanti Posadas	Trustee	1.00	Director	$0	$0	$0
Rick Parrish	Trustee	1.00	Director	$0	$0	$0
Eric Wolf	Trustee	1.00	Director	$0	$0	$0
Megan Alton	Trustee	1.00	Director	$0	$0	$0
Rose McCutchan	Treasurer	1.00	Officer Director	$0	$0	$0
Greg Sherman	TrusteePresident	1.00	Officer Director	$0	$0	$0
Sarah McCarthy	PresidentTrustee	1.00	Officer Director	$0	$0	$0
Emily Gruver	SecretaryTreasurer	1.00	Officer Director	$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	$585,681	$564,055	$290,562	$21,626
2023	$482,304	$507,908	$273,061	$-25,604
2022	$443,095	$367,625	$200,875	$75,470
2021	$198,232	$220,738	$156,784	$-22,506
2020	$282,965	$260,789	$137,396	$22,176
2018	$323,932	$308,661	$134,352	$15,271

Blue Mountain School Incorporated