Montclair Foundation Inc (EIN 226310859) - 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

1979

Legal Domicile

Phone

9737465390

Tax Period

2024-07-01 to 2025-06-30

Montclair Foundation Inc, founded in 1979, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $753K, a strong 34% operating margin.

Mission

The Montclair Foundation nurtures growth in our community through support and grant giving to local non-profits and the preservation of the historic Van Vleck House & Gardens which are open to the public.

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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 $1,499,046

Program Service Revenue $60,310

Investment Income $367,453

Other Revenue $320,864

TOTAL REVENUE $2,247,673

Expense Breakdown

Grants Paid $175,000

Salaries & Benefits $635,587

Fundraising Expenses $101,806

Program Expenses $1,151,474

Other Expenses $683,790

TOTAL EXPENSES $1,494,377

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,247,673	$1,872,512	+0.2%
Expenses	$1,494,377	$1,466,814	+0.0%
Net Income	$753,296	$405,698	+0.9%

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

N/A

Employees

Volunteers

100

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

$146,561

Total Directors

$146,561

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mark E Packer	President	45.00	Officer Director	$146,561	$0	$146,561
Andee Bertsche	Trustee	0.00	Director	$0	$0	$0
Christine James	Trustee	0.00	Director	$0	$0	$0
Betsy Beyer	Trustee	0.00	Director	$0	$0	$0
Eliot Mosby	Trustee	0.00	Director	$0	$0	$0
Torben Winther	Treasurer	0.00	Director	$0	$0	$0
Deborah Hirsch	Trustee	1.00	Director	$0	$0	$0
Amy Owens	Trustee	0.00	Director	$0	$0	$0
Ginger Steuart	Vice Chair	1.00	Officer Director	$0	$0	$0
Jeffrey Delaney	Trustee	0.00	Director	$0	$0	$0
Raina Pitts	Trustee	0.00	Director	$0	$0	$0
Emer Featherstone	Trustee	1.00	Officer Director	$0	$0	$0
Catherine Garrity	Trustee Chair	0.00	Director	$0	$0	$0
Peggy Murphy Deehan	Trustee	0.00	Director	$0	$0	$0
Daren Rogers	Trustee	0.00	Director	$0	$0	$0
Alan Trembulak	Trustee	0.00	Director	$0	$0	$0
Kathy Wessling	Secretary	0.00	Officer 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
2025	$2,247,673	$1,494,377	$8,836,490	$753,296
2024	$1,872,512	$1,466,814	$7,636,877	$405,698
2023	$1,074,604	$1,617,467	$6,816,221	$-542,863
2022	$1,170,983	$1,142,920	$7,217,326	$28,063
2021	$984,719	$1,022,842	$8,545,946	$-38,123
2020	$810,795	$976,912	$7,542,866	$-166,117
2019	$1,263,985	$933,294	$7,547,172	$330,691
2018	$670,501	$957,077	$7,051,322	$-286,576

Montclair Foundation Inc