MOUNT VERNON ACADEMY (EIN 870343022) - 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

1975

Legal Domicile

Principal Officer

Mike Lambson

Phone

8012665521

Tax Period

2023-01-01 to 2023-12-31

MOUNT VERNON ACADEMY, founded in 1975, is a small nonprofit in the Education sector that reported $863K in total revenue in fiscal year 2023. Expenses of $833K left a modest 4% surplus.

Mission

We are a private school of approximately 120 students. Our student body represent 15 different countries from around the world, allowing for a diverse and culturally rich environment.

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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 $862,967

Investment Income $0

Other Revenue $0

TOTAL REVENUE $862,967

Expense Breakdown

Grants Paid $0

Salaries & Benefits $378,403

Fundraising Expenses $0

Program Expenses $595,223

Other Expenses $454,347

TOTAL EXPENSES $832,750

Year-over-Year Comparison

	2023	2022	Change
Revenue	$862,967	$814,713	+0.1%
Expenses	$832,750	$715,339	+0.2%
Net Income	$30,217	$99,374	-0.7%

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

N/A

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

$87,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mike Lambson	President	40	Director	$87,000	$0	$87,000
Ryan Lambson	Trustee	15		$12,067	$0	$12,067
Britney Lambson	Trustee	10		$0	$0	$0
Shannon Lambson	Trustee	5		$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$862,967	$832,750	$158,156	$30,217
2022	$814,713	$715,339	$127,939	$99,374
2021	$532,434	$570,078	$28,565	$-37,644
2020	$527,689	$511,194	$18,964	$16,495

MOUNT VERNON ACADEMY