MONTFORT ACADEMY (EIN 134037507) - 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

Principal Officer

RICHARD GRECO

Phone

9146997090

Tax Period

2023-07-01 to 2024-06-30

MONTFORT ACADEMY is a community nonprofit in the Education sector that reported $2.6M in total revenue in fiscal year 2023. Expenses of $2.3M left a modest 11% surplus.

Mission

MONTFORT ACADEMY IS A CLASSICAL COLLEGE-PREPARATORY SCHOOL GROUNDED IN THE SPIRITUAL & INTELLECTUAL TEACHINGS OF THE ROMAN CATHOLIC CHURCH.

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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 (2023)

Revenue Breakdown

Contributions & Grants $175,863

Program Service Revenue $2,451,602

Investment Income $111,559

Other Revenue $-121,855

TOTAL REVENUE $2,617,169

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,693,621

Fundraising Expenses $0

Program Expenses $1,802,160

Other Expenses $632,982

TOTAL EXPENSES $2,326,603

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,617,169	$2,526,677	+0.0%
Expenses	$2,326,603	$2,484,138	-0.1%
Net Income	$290,566	$42,539	+5.8%

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

N/A

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

$340,000

Total Directors

$340,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD GRECO	President	40.00	Officer Director	$340,000	$0	$340,000
THOMAS LEHRMAN	Trustee	1.00	Director	$0	$0	$0
JOSEPH SCHENK	Trustee	1.00	Director	$0	$0	$0
JOANNE CHIRICO	Trustee	1.00	Director	$0	$0	$0
FULVIO PAGNOZZI	Trustee	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
2024	$2,617,169	$2,326,603	$2,461,736	$290,566
2023	$2,526,677	$2,484,138	$2,213,990	$42,539
2022	$1,987,388	$2,061,569	$2,189,618	$-74,181
2021	$3,154,756	$1,851,706	$2,527,344	$1,303,050
2020	$1,641,015	$1,795,862	$938,937	$-154,847
2019	$2,179,118	$1,946,236	$281,625	$232,882
2018	$2,076,874	$1,795,845	$541,753	$281,029

MONTFORT ACADEMY