MONTSERRAT ASPIRERS INC (EIN 237401995) - 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

1974

Legal Domicile

Principal Officer

OSWALD FREDERICK

Phone

6172870288

Tax Period

2024-06-01 to 2025-05-31

MONTSERRAT ASPIRERS INC, founded in 1974, is a small nonprofit that reported $288K in total revenue in fiscal year 2024. Revenue surged 53% from the prior year, signaling strong growth momentum. Expenses of $278K left a modest 4% surplus.

Mission

COMMUNITY YOUTH DEVELOPMENT EDUCATION PROGRAM SCHOLARSHIPS

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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 $57,309

Program Service Revenue $0

Investment Income $3,116

Other Revenue $227,398

TOTAL REVENUE $287,823

Expense Breakdown

Grants Paid $1,950

Salaries & Benefits $43,949

Fundraising Expenses $23,985

Other Expenses $231,618

TOTAL EXPENSES $277,517

Year-over-Year Comparison

	2024	2023	Change
Revenue	$287,823	$187,576	+0.5%
Expenses	$277,517	$166,201	+0.7%
Net Income	$10,306	$21,375	-0.5%

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
STANLEY HERBERT	PRESIDENT	10.00	Officer Director	$0	$0	$0
OSWALD FREDERICK	ASSISTANT TREASURER	10.00	Officer Director	$0	$0	$0
DENISE PERKINS	DIRECTOR	10.00	Officer	$0	$0	$0
CAROLYN WEEKES	TREASURER	10.00	Officer Director	$0	$0	$0
LENNOX LEE	DIRECTOR	2.00	Director	$0	$0	$0
VENEREEN ATHILL	DIRECTOR	2.00	Director	$0	$0	$0
ELTION ALLEN	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
LISA OGARRO	DIRECTOR	2.00	Director	$0	$0	$0
DENISE LEADER	SECRETARY CLERK	2.00	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	$287,823	$277,517	$286,313	$10,306
2023	$132,395	$108,564	$254,632	$23,831
2022	$115,141	$88,282	$246,146	$26,859
2021	$28,434	$31,877	$238,262	$-3,443
2020	$75,235	$73,194	$253,531	$2,041
2019	$85,424	$79,540	$266,678	$5,884

MONTSERRAT ASPIRERS INC