Epoch Inc
Nonprofit profile at a glance
- EIN
- 881567104
- IRS 990-EZ coverage
- 2022–2022
- Forms available
- Form 990-EZ 2022
- Location
- Bozeman, MT, USA
- Phone
- 4066004290
- Rating
- 84
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Community, Neighborhood Development
Reported finances
- Revenue
- $75,165
- Expenses
- $56,375
- Assets
- $18,400
Source: IRS Form 990-EZ. Selected filing: tax year 2022. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- CHELSEA VAIL (President)
People named in this filing
- CHELSEA VAIL (President)
- JUSTIN JACKSON (COFOUNDER)
- ISABELLE BRIDGES BOESCH (BOARD MEMBER)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2022. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To provide waldorf-inspired educational opportunities to grade school children and their families.
What it reported doing in 2022
Epoch served 15 students in 2022, ages 5 to 8, taking them through a hybrid waldorf-inspired curriculum covering grades 1-3. Enhanced learning paths assisted 5 high-need students in accelerating their learning progression with the goal of getting them 'on-level'.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filed totals do not add up and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 84
- Transparency & Controls: 100
- Sustainability: 43
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 75%; rating input score 75
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 25%; rating input score 77; 77th percentile among comparable filings
- Total-asset coverage ratio: 0.33; rating input score 20; 20th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 38.2%; rating input score 5; 5th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: 75% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $56K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 5 of 6 current checks pass · 1 finding to review
- Schedules: 4 filed schedules
- Contacts: How to reach this organization
- Money network: 3 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- Moderate — Transparency & Controls: Part I part ii net assets crosscheck did not reconcile in the filed values.
- High — Sustainability: Total-asset coverage ratio scored 20/100.
- High — Sustainability: Officer compensation ratio scored 5/100.
- High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.