MOUNTAIN TRAILS FOUNDATION (EIN 870514223) - 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

1995

Legal Domicile

Principal Officer

LORA SMITH

Phone

4356496839

Tax Period

2023-01-01 to 2023-12-31

MOUNTAIN TRAILS FOUNDATION, founded in 1995, is a community nonprofit in the Environment sector that reported $1.6M in total revenue in fiscal year 2023. The organization ran a surplus of $284K, a strong 18% operating margin.

Mission

BUILD, MAINTAIN, AND ADVOCATE FOR NON-MOTORIZED TRAILS IN PARK CITY AND AROUND UTAH.

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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 $1,311,113

Program Service Revenue $330,602

Investment Income $-1,664

Other Revenue $-29,651

TOTAL REVENUE $1,610,400

Expense Breakdown

Grants Paid $75,650

Salaries & Benefits $701,273

Fundraising Expenses $59,832

Program Expenses $1,097,398

Other Expenses $549,095

TOTAL EXPENSES $1,326,018

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,610,400	$1,571,761	+0.0%
Expenses	$1,326,018	$1,202,762	+0.1%
Net Income	$284,382	$368,999	-0.2%

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

250

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

$142,780

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORA SMITH	EXECUTIVE DI	40.00	Officer	$142,780	$0	$142,780
CAROLE AGLE	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLIE BUTLER	SECRETARY	1.00	Officer Director	$0	$0	$0
TODD HENNEMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
WILL HODGMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
THOR KALLERUD	BOARD MEMBER	1.00	Director	$0	$0	$0
ROANNE MAYER	BOARD MEMBER	1.00	Director	$0	$0	$0
CORY MCNEELY	TREASURER	5.00	Officer Director	$0	$0	$0
JOSEPH NOLAN	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE PERKINS	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
JOHN SALE	BOARD MEMBER	1.00	Director	$0	$0	$0
ADAN STRACHAN	ATTORNEY	1.00	Director	$0	$0	$0
KATIE WILKING	BOARD MEMBER	1.00	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	No data	No data	No data	No data
2023	$1,610,400	$1,326,018	$3,863,903	$284,382
2022	$1,571,761	$1,202,762	$2,101,146	$368,999
2021	$1,245,799	$800,332	$1,668,312	$445,467
2020	$1,189,711	$843,649	$1,312,064	$346,062
2019	$829,150	$755,945	$910,497	$73,205
2018	$695,824	$615,395	$830,270	$80,429

MOUNTAIN TRAILS FOUNDATION