MONTGOMERY HEALTH FOUNDATION (EIN 222456265) - 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

1983

Legal Domicile

Principal Officer

DIXIEANNE P JAMES

Phone

2154567491

Tax Period

2022-07-01 to 2023-06-30

MONTGOMERY HEALTH FOUNDATION, founded in 1983, is a micro nonprofit in the Medical Research sector that reported $65K in total revenue in fiscal year 2022. Revenue fell 95% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $59K, a strong 91% operating margin.

Mission

TO SUPPORT THE CHARITABLE PURPOSES AND TAX-EXEMPT ACTIVITIES OF MONTGOMERY HOSPITAL; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $65,017

Other Revenue $0

TOTAL REVENUE $65,017

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,020

Other Expenses $6,020

TOTAL EXPENSES $6,020

Year-over-Year Comparison

	2022	2021	Change
Revenue	$65,017	$1,415,215	-1.0%
Expenses	$6,020	$5,606,611	-1.0%
Net Income	$58,997	$-4,191,396	-1.0%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEWIS I GANTMAN	CHAIR - TRUSTEE	5.0	Officer Director	$0	$0	$0
STEVEN BERK ESQ	VICE CHAIR - TRUSTEE	5.0	Officer Director	$0	$0	$0
LAWRENCE S REICHLIN	CHAIR - TRUSTEE (TERM)	5.0	Officer Director	$0	$0	$0
KENNETH D LEVITAN	TRUSTEE - PRES. (TERM 3/23)	55.0	Officer Director	$0	$0	$0
CRISTINA G CAVALIERI ESQ	SECRETARY	60.0	Officer	$0	$0	$0
JOHN P MURDOCH	TREASURER	60.0	Officer	$0	$0	$0
PENNY J REZET ESQ	SECRETARY (TERM 4/23)	55.0	Officer	$0	$0	$0
GERARD F BLANEY	TREASURER (TERM 9/22)	55.0	Officer	$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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$65,017	$6,020	$4,185,027	$58,997
2022	$1,415,215	$5,606,611	$3,855,237	$-4,191,396
2021	$1,329,995	$6,103	$10,364,940	$1,323,892
2020	$117,547	$5,415	$9,034,944	$112,132
2019	$790,066	$7,414	$8,917,398	$782,652
2018	$1,265,178	$7,281	$8,403,968	$1,257,897

MONTGOMERY HEALTH FOUNDATION