Community Foundation for Eagle Peak (EIN 870743084) - 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

Principal Officer

Laura Desautels

Phone

9259461976

Tax Period

2024-07-01 to 2025-06-30

Community Foundation for Eagle Peak, founded in 2004, is a small nonprofit in the Education sector that reported $200K in total revenue in fiscal year 2024. Expenses of $175K left a modest 12% surplus.

Mission

Augment school programs to enhance the educational experience of the students and teachers of Eagle Peak Montessori School.

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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 $93,165

Program Service Revenue $25,168

Investment Income $11,869

Other Revenue $69,789

TOTAL REVENUE $199,991

Expense Breakdown

Grants Paid $15,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $167,308

Other Expenses $160,247

TOTAL EXPENSES $175,247

Year-over-Year Comparison

	2024	2023	Change
Revenue	$199,991	$199,051	+0.0%
Expenses	$175,247	$153,422	+0.1%
Net Income	$24,744	$45,629	-0.5%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Carrianne DeMicoli	Director	Director	$0	$0	$0
Berenice Hernandez	EPMS Board Rep	Director	$0	$0	$0
Megan Daoudi	Secretary	Director	$0	$0	$0
Laura Desautels	President	Officer	$0	$0	$0
Dan Desautels	Treasurer	Officer	$0	$0	$0
Sia Banihashemi	Director	Officer	$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	$199,991	$175,247	$652,598	$24,744
2024	$199,051	$153,422	$627,855	$45,629
2023	$168,165	$49,565	$581,912	$118,600
2020	$294,807	$239,838	$278,107	$54,969
2019	$312,386	$338,104	$221,391	$-25,718

Community Foundation for Eagle Peak