MONTEAGLE ASSEMBLY ENDOWMENT FUND CORP CO MONTEAGLE SUNDAY SCHOOL ASSEMBLY (EIN 237135066) - 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

1959

Legal Domicile

Phone

9319242286

Tax Period

2023-01-01 to 2023-12-31

MONTEAGLE ASSEMBLY ENDOWMENT FUND CORP CO MONTEAGLE SUNDAY SCHOOL ASSEMBLY, founded in 1959, is a community nonprofit in the Religion sector that reported $1.1M in total revenue in fiscal year 2023. The organization ran a surplus of $763K, a strong 71% operating margin.

Mission

THE MONTEAGLE ASSEMBLY ENDOWMENT FUND WAS INCORPORATED ON JULY 10,1959, FOR THE PURPOSE OF SOLICITING AND ACCEPTING GIFTS, GRANTS, DEVICES, AND BEQUESTS IN AID AND FURTHERANCE OF THE OBJECTIVES AND PURPOSES OF MONTEAGLE SUNDAY SCHOOL ASSEMBLY.

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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 $173,310

Program Service Revenue $0

Investment Income $906,113

Other Revenue $0

TOTAL REVENUE $1,079,423

Expense Breakdown

Grants Paid $289,181

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $289,181

Other Expenses $27,421

TOTAL EXPENSES $316,602

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,079,423	$-575,763	-2.9%
Expenses	$316,602	$272,559	+0.2%
Net Income	$762,821	$-848,322	-1.9%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID FITZGERALD	Trustee	0.00	Director	$0	$0	$0
KAY QUINN	Trustee	0.00	Director	$0	$0	$0
FRANNIE CORZINE	SECRETARY/TREAS	1.00	Officer Director	$0	$0	$0
CLAUDIA HALTOM	Trustee	0.00	Director	$0	$0	$0
JIM HUMPHREYS	Trustee	0.00	Director	$0	$0	$0
WILL REYNOLDS	Vice President	1.00	Officer Director	$0	$0	$0
STEPHEN GREEN	Trustee	0.00	Director	$0	$0	$0
NELSON BYRD	Trustee	0.00	Director	$0	$0	$0
AMANDA MOODY MSSA BOT PRESIDE	Trustee	0.00	Director	$0	$0	$0
SCOTT PARRISH	EX-OFFICIO	1.00	Director	$0	$0	$0
JOHN MALONE	President	1.00	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
2024	No data	No data	No data	No data
2023	$1,079,423	$316,602	$6,965,831	$762,821
2022	$-575,763	$272,559	$6,203,010	$-848,322
2021	$926,940	$260,513	$7,052,960	$666,427
2020	$790,118	$259,084	$6,386,733	$531,034

MONTEAGLE ASSEMBLY ENDOWMENT FUND CORP CO MONTEAGLE SUNDAY SCHOOL ASSEMBLY