MONTGOMERY ACADEMY (EIN 221913112) - 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

1970

Legal Domicile

Principal Officer

ANTHONY GEBBIA

Phone

9087660362

Tax Period

2024-07-01 to 2025-06-30

MONTGOMERY ACADEMY, founded in 1970, is a community nonprofit that reported $6.9M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year.

Mission

K-12 SCHOOL SERVING STUDENTS WITH SPECIAL NEEDS.

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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 $9,761

Program Service Revenue $6,911,428

Investment Income $273

Other Revenue $0

TOTAL REVENUE $6,921,462

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,023,386

Fundraising Expenses $0

Program Expenses $6,021,208

Other Expenses $1,822,945

TOTAL EXPENSES $6,846,331

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,921,462	$7,412,689	-0.1%
Expenses	$6,846,331	$7,435,578	-0.1%
Net Income	$75,131	$-22,889	-4.3%

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

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

$283,263

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY GEBBIA	EXECUTIVE DIRECTOR	40.00	Officer	$258,464	$24,799	$283,263
ROSS MILLER	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANNELIESE SEPANIAK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHAEL JOHNSON	SECRETARY	1.00	Officer Director	$0	$0	$0
ANTHONY LEE	TREASURER	1.00	Officer Director	$0	$0	$0
MICHAEL ARMSTRONG	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS COSTABILE	TRUSTEE	1.00	Director	$0	$0	$0
MARK IRWIN	TRUSTEE	1.00	Director	$0	$0	$0
VASANTHA MADASU	TRUSTEE	1.00	Director	$0	$0	$0
MARGARET MCMENAMIN	TRUSTEE	1.00	Director	$0	$0	$0
ANTHONY INGENITO	SOCIAL WORKER/PRINCIPAL	40.00	Highest	$110,460	$8,479	$118,939
KEVIN FRANCHETTA	BUSINESS ADMINISTRATOR	40.00	Highest	$149,721	$14,190	$163,911
BRIAN DEVINS	TEACHER	40.00	Highest	$111,160	$32,508	$143,668
ELLEN SUMLINER	TEACHER	40.00	Highest	$105,548	$33,442	$138,990
DAWN ODELL	OCCUPATIONAL THERAPIST	40.00	Highest	$105,365	$22,279	$127,644

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	$6,921,462	$6,846,331	$7,128,319	$75,131
2024	$7,412,689	$7,435,578	$8,274,716	$-22,889
2023	$6,564,916	$6,501,972	$9,641,077	$62,944
2022	$6,020,569	$5,957,317	$2,119,833	$63,252
2021	$6,256,375	$6,418,559	$1,206,084	$-162,184
2020	$6,598,709	$6,631,032	$1,772,140	$-32,323
2019	$6,763,070	$6,814,880	$1,622,314	$-51,810
2018	$7,115,192	$7,098,482	$1,731,400	$16,710

MONTGOMERY ACADEMY