Mountain West String Academy (EIN 870659352) - 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

2004

Legal Domicile

Tax Period

2024-07-01 to 2025-06-30

Mountain West String Academy, founded in 2004, is a small nonprofit in the Arts, Culture & Humanities sector that reported $346K in total revenue in fiscal year 2024. Expenses of $323K left a modest 7% surplus.

Mission

Mountain West String Academy provided string instrument instruction for 500 elementary students in 4th-6th grade orchestra in Cache County and Logan elementary schools.

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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 $48,815

Program Service Revenue $286,232

Investment Income $1,293

Other Revenue $9,227

TOTAL REVENUE $345,567

Expense Breakdown

Grants Paid $0

Salaries & Benefits $276,484

Fundraising Expenses $932

Program Expenses $300,434

Other Expenses $46,528

TOTAL EXPENSES $323,012

Year-over-Year Comparison

	2024	2023	Change
Revenue	$345,567	$326,628	+0.1%
Expenses	$323,012	$301,113	+0.1%
Net Income	$22,555	$25,515	-0.1%

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

$89,343

Total Directors

$93,300

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Laura L Morgan	Executive Dir.	30.00	Officer Director	$55,503	$0	$55,503
Trista Funk	Assistant Direc	20.00	Officer Director	$27,805	$0	$27,805
Brittany Florence	Treasurer	10.00	Officer Director	$6,035	$0	$6,035
Sara Anderson	Voting Member	5.00	Director	$3,957	$0	$3,957
Holly Smith	Voting Member	1.00	Director	$0	$0	$0
Emily Jensen	Voting Member	1.00	Director	$0	$0	$0
Jenn Cummings	Voting Member	1.00	Director	$0	$0	$0
Ashlee Zilles	Chairman	1.00	Director	$0	$0	$0
Margie Anderson	Voting Member	1.00	Director	$0	$0	$0
Kaylyn Crum	Voting Member	1.00	Director	$0	$0	$0
Holley Baird	Voting Member	1.00	Director	$0	$0	$0
Patty Bartholomew	Voting Member	1.00	Director	$0	$0	$0
Ron Campbell	Voting 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
2025	$345,567	$323,012	$438,331	$22,555
2024	$326,628	$301,113	$413,519	$25,515
2023	$231,761	$284,021	$383,090	$-52,260
2022	$356,597	$272,293	$436,215	$84,304
2022	$356,597	$272,293	$436,215	$84,304
2021	$291,425	$251,503	$353,218	$39,922

Mountain West String Academy