MONTGOMERY BAR FOUNDATION (EIN 232436024) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

DENISE S VICARIO

Phone

6102799660

Tax Period

2024-01-01 to 2024-12-31

MONTGOMERY BAR FOUNDATION, founded in 1986, is a small nonprofit in the Crime & Legal sector that reported $187K in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. Net assets of $1.5M represent 94 months of operating reserves.

Mission

OUR MISSION IS TO IMPROVE, FACILITATE AND SUPPORT JUSTICE AND FAIR TREATMENT FOR ALL.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $79,095

Program Service Revenue $0

Investment Income $111,630

Other Revenue $-4,155

TOTAL REVENUE $186,570

Expense Breakdown

Grants Paid $154,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $154,000

Other Expenses $30,856

TOTAL EXPENSES $184,856

Year-over-Year Comparison

	2024	2023	Change
Revenue	$186,570	$135,599	+0.4%
Expenses	$184,856	$145,544	+0.3%
Net Income	$1,714	$-9,945	-1.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$185,131

Total Directors

$185,131

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACQUELINE M REYNOLDS	PRESIDENT	1.00	Officer Director	$0	$0	$0
SARINIA M FEINMAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
PATRICK J KURTAS	TREASURER	1.00	Officer Director	$0	$0	$0
ETHAN R O'SHEA	SECRETARY	1.00	Officer Director	$0	$0	$0
DENISE S VICARIO	EXECUTIVE DIRECTOR	1.00	Officer Director	$0	$10,368	$185,131
C SHAWN BOEHRINGER	TRUSTEE	1.00	Director	$0	$0	$0
VIRGINIA FRANTZ	TRUSTEE	1.00	Director	$0	$0	$0
JOHN F HIGGINS	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL L RAINONE	TRUSTEE	1.00	Director	$0	$0	$0
PAUL G MULLIN	TRUSTEE	1.00	Director	$0	$0	$0
COLIN J O'BOYLE	TRUSTEE	1.00	Director	$0	$0	$0
GREGORY COWHEY	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH EARLY	TRUSTEE	1.00	Director	$0	$0	$0
GARY J FRIEDLANDER	TRUSTEE	1.00	Director	$0	$0	$0
DANIEL P GERAGHTY	TRUSTEE	1.00	Director	$0	$0	$0
GLEN REYBURN	TRUSTEE	1.00	Director	$0	$0	$0
JUSTIN ABAYER	TRUSTEE	1.00	Director	$0	$0	$0
STEFANIE MICHELLE SHERR	TRUSTEE	1.00	Director	$0	$0	$0
SETH D WILSON	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	$186,570	$184,856	$1,468,715	$1,714
2023	$135,599	$145,544	$1,414,395	$-9,945
2022	$152,873	$131,713	$1,301,319	$21,160
2021	$160,697	$87,303	$1,535,513	$73,394
2020	$104,005	$81,361	$1,390,425	$22,644
2019	$103,279	$104,191	$1,268,538	$-912
2018	$162,462	$88,665	$1,067,653	$73,797

MONTGOMERY BAR FOUNDATION