THE MONTCLAIR FUND FOR EDUCATIONAL EXCELLENCE INC (EIN 061320335) - 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

1991

Legal Domicile

Phone

8774426333

Tax Period

2024-07-01 to 2025-06-30

THE MONTCLAIR FUND FOR EDUCATIONAL EXCELLENCE INC, founded in 1991, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $625K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $566K left a modest 9% surplus.

Mission

SUPPORT MONTCLAIR PUBLIC 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 $577,040

Program Service Revenue $0

Investment Income $58,458

Other Revenue $-10,735

TOTAL REVENUE $624,763

Expense Breakdown

Grants Paid $232,959

Salaries & Benefits $244,501

Fundraising Expenses $0

Program Expenses $431,472

Other Expenses $88,093

TOTAL EXPENSES $565,553

Year-over-Year Comparison

	2024	2023	Change
Revenue	$624,763	$544,589	+0.1%
Expenses	$565,553	$547,194	+0.0%
Net Income	$59,210	$-2,605	-23.7%

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

405

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

$92,159

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH HUDSON-PLUSH	DIRECTOR	1.00	Director	$0	$0	$0
WIL HYLTON	DIRECTOR	1.00	Director	$0	$0	$0
JOHN ROGERS	DIRECTOR	1.00	Director	$0	$0	$0
NORRINDA BROWN	DIRECTOR	1.00	Director	$0	$0	$0
KAMILLAH KNIGHT	DIRECTOR	1.00	Director	$0	$0	$0
LEANNE KORBEL	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW RUSSELL	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE GREENBERG	DIRECTOR	1.00	Director	$0	$0	$0
RUTH RO	DIRECTOR	1.00	Director	$0	$0	$0
TAWAINA TURNER-DONES	DIRECTOR	1.00	Director	$0	$0	$0
SAURABH KAPUR	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH RICH	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA TROUPE	DIRECTOR	1.00	Director	$0	$0	$0
EMILY GRAND	DIRECTOR	1.00	Director	$0	$0	$0
MARIBEL MARTINEZ	DIRECTOR	1.00	Director	$0	$0	$0
GABBIE GARZA	DIRECTOR	1.00	Director	$0	$0	$0
DESIREE BURGOS	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
BRIDGET PLACEK	CO-PRESIDENT	5.00	Officer Director	$0	$0	$0
MARY BETH ROSENTHAL	SECRETARY	5.00	Officer Director	$0	$0	$0
JOYCE R MICHAELSON	FOUNDER	5.00	Officer Director	$0	$0	$0
GREG FOSTER	CO-PRESIDENT	5.00	Officer Director	$0	$0	$0
MATTHEW RUSSMAN	TREASURER	5.00	Officer Director	$0	$0	$0
MASIEL RODRIQUEZ-VARS	EXECUTIVE DIRECTOR	45.00	Officer	$92,159	$0	$92,159

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	$624,763	$565,553	$1,888,264	$59,210
2024	$544,589	$547,194	$1,763,597	$-2,605
2023	$736,037	$461,893	$1,692,606	$274,144
2022	$508,592	$395,157	$1,353,326	$113,435
2021	$481,421	$357,844	$1,404,835	$123,577
2020	$319,258	$298,885	$1,126,322	$20,373
2019	$447,488	$284,175	$1,122,956	$163,313
2018	$307,255	$282,835	$992,048	$24,420

THE MONTCLAIR FUND FOR EDUCATIONAL EXCELLENCE INC