MONTGOMERY HOUSE INC (EIN 251181545) - 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

Legal Domicile

Principal Officer

JEN BRYAN

Phone

5705381381

Tax Period

2023-01-01 to 2023-12-31

MONTGOMERY HOUSE INC is a small nonprofit that reported $972K in total revenue in fiscal year 2023. Revenue surged 261% from the prior year, signaling strong growth momentum. The organization ran a surplus of $871K, a strong 90% operating margin.

Mission

ENRICH LIVES WITH SERVICES THAT CONNECT PEOPLE AND INFORMATION. PUBLIC LIBRARY WHICH PROVIDES FREE SERVICES, MATERIALS AND PROGRAMS TO THE LOCAL COMMUNITIES.

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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 $942,118

Program Service Revenue $0

Investment Income $18,198

Other Revenue $12,024

TOTAL REVENUE $972,340

Expense Breakdown

Grants Paid $0

Salaries & Benefits $60,199

Fundraising Expenses $0

Program Expenses $83,335

Other Expenses $41,207

TOTAL EXPENSES $101,406

Year-over-Year Comparison

	2023	2022	Change
Revenue	$972,340	$269,657	+2.6%
Expenses	$101,406	$93,690	+0.1%
Net Income	$870,934	$175,967	+3.9%

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

Employees

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
JA BABAY	LIBRARY DIRE	40.00	Director	$0	$0	$0
MICHELLE BLACK	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JEN BRYAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
VANESSA COZART	TRUSTEE	1.00	Director	$0	$0	$0
DAN EISLEY	TRUSTEE	1.00	Director	$0	$0	$0
KAREN HERTZLER	SECRETARY	1.00	Officer Director	$0	$0	$0
TRACY LEWIS	TREASURER	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	$972,340	$101,406	$1,679,947	$870,934
2022	$269,657	$93,690	$788,533	$175,967
2021	$125,011	$82,966	$677,221	$42,045
2020	$177,963	$79,472	$628,949	$98,491
2019	$139,036	$143,224	$506,460	$-4,188
2018	$158,851	$143,641	$476,001	$15,210

MONTGOMERY HOUSE INC