MONTANOVA STABLES FOUNDATION (EIN 272909218) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

MONTANOVA STABLES FOUNDATION, founded in 2010, is a small nonprofit in the Youth Development sector that reported $231K in total revenue in fiscal year 2018.

Mission

THE ORGANIZATIONS PRIMARY PURPOSE IS MENTORING AND TEACHING CHILDREN THROUGH HORSEMANSHIP.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $82,482

Program Service Revenue $348,825

Investment Income $0

Other Revenue $75,984

TOTAL REVENUE $507,291

Expense Breakdown

Grants Paid $100

Salaries & Benefits $177,390

Fundraising Expenses $18,716

Program Expenses $428,977

Other Expenses $312,753

TOTAL EXPENSES $490,243

Year-over-Year Comparison

	2023	2022	Change
Revenue	$507,291	$403,820	+0.3%
Expenses	$490,243	$402,746	+0.2%
Net Income	$17,048	$1,074	+14.9%

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

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

$36,400

Total Directors

$36,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER G JONES	President	20.00	Officer Director	$36,400	$0	$36,400
JOCELYN ISENHOWER	Secretary	2.00	Officer Director	$0	$0	$0
MARILYN RILEY	Treasurer	0.00	Director	$0	$0	$0
SHELLEY MCDANIEL	Director	0.00	Director	$0	$0	$0
ANIKA KEMP	Director	1.00	Director	$0	$0	$0
RACHEL MILLER	Director	0.00	Director	$0	$0	$0
DANA KECK	Director	1.00	Director	$0	$0	$0
SARAH MCDOWELL	Director	0.00	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	No data	No data	No data	No data
2023	$507,291	$490,243	$80,110	$17,048
2022	$403,820	$402,746	$108,855	$1,074
2021	$426,333	$468,812	$122,596	$-42,479
2020	$390,802	$455,585	$135,618	$-64,783
2019	$334,304	$281,191	$69,839	$53,113
2018	$231,127	$235,463	$16,188	$-4,336

MONTANOVA STABLES FOUNDATION