BEducationEIN: 204303874

Monticello Academy INC

W Valley City, Utah

BHealth Score
56B

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Above Average

How This Organization Compares

Compared to 73 peers in Education with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.07×
Peer Median9.48×
💰
$11.9M
Total Revenue
📊
$11.9M
Total Expenses
🏦
$835K
Net Assets
📋
$22.1M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+8.0%
Year-over-year change (2022 → 2023)
Net Margin
+0.0%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.07
Net assets divided by total expenses
Liabilities-to-Assets
96.4%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$11,878,5808%$11,876,07827%$22,952,32518%
2022$10,995,18841%$9,350,55312%$19,391,923
2021$7,821,52144%$8,343,80048%$19,308,26768%
2020$5,448,5782%$5,620,7475%$11,484,6583%
2019$5,559,153$5,334,2923%$11,791,7251%
2018$5,548,5246%$5,154,4194%$11,679,055
2017$5,214,0098%$4,965,21713%$11,718,8521%
2016$4,823,7853%$4,376,2082%$11,580,9893%
2015$4,685,188$4,448,5035%$11,227,310
2014$4,708,1152%$4,660,8773%$11,281,8912%
2013$4,630,572$4,518,2241%$11,089,1041%
2012$4,615,6393%$4,489,0532%$11,028,5031%
2011$4,494,216$4,384,422$10,956,102

Frequently Asked Questions

What does Monticello Academy INC do?

Monticello Academy INC is a education nonprofit organization based in Utah. It is classified under NTEE code B29 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Monticello Academy INC financially healthy?

Based on our 9-metric Financial Health Score model, Monticello Academy INC has a score of 56/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Monticello Academy INC generate?

Monticello Academy INC reports $14.6M in annual revenue and holds $22.5M in total assets, based on IRS filings.

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