MONTGOMERY BOAT CLUB

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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

2011

Legal Domicile

Principal Officer

JONATHAN DAVIES

Phone

5714364719

Tax Period

2024-07-01 to 2025-06-30

MONTGOMERY BOAT CLUB, founded in 2011, is a small nonprofit in the Recreation & Sports sector that reported $535K in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $92K, a strong 17% operating margin.

Mission

TO SUPPORT AND PROMOTE THE SPORT OF ROWING FOR AREA HIGH SCHOOL STUDENTS.

Program Service Accomplishments

Program 1

Expenses: $402,234 Revenue: $465,173

THE ORGANIZATION PURCHASES, RENTS, AND MAINTAINS BOATS AND OTHER EQUIPMENT USED BY MONTGOMERY BOAT CLUB. THE CLUB HOSTS FALL AND SPRING REGATTA EVENTS, AND CONDUCTS WINTER, SPRING, AND SUMMER...

THE ORGANIZATION PURCHASES, RENTS, AND MAINTAINS BOATS AND OTHER EQUIPMENT USED BY MONTGOMERY BOAT CLUB. THE CLUB HOSTS FALL AND SPRING REGATTA EVENTS, AND CONDUCTS WINTER, SPRING, AND SUMMER TRAINING FOR THE STUDENT ROWERS.

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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 $53,121

Program Service Revenue $465,173

Investment Income $0

Other Revenue $16,800

TOTAL REVENUE $535,094

Expense Breakdown

Grants Paid $0

Salaries & Benefits $132,157

Fundraising Expenses $0

Program Expenses $402,234

Other Expenses $311,140

TOTAL EXPENSES $443,297

Year-over-Year Comparison

	2024	2023	Change
Revenue	$535,094	$400,244	+0.3%
Expenses	$443,297	$500,300	-0.1%
Net Income	$91,797	$-100,056	-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

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
JONATHAN DAVIES	PRESIDENT	6.00	Officer Director	$0	$0	$0
SUSAN MORANDI	SECRETARY	6.00	Officer Director	$0	$0	$0
SHEFALI SRIVASTAVA	TREASURER	6.00	Officer Director	$0	$0	$0
BRIAN TALAY	DIRECTOR	6.00	Director	$0	$0	$0
BJORN HILDAHL	DIRECTOR	6.00	Director	$0	$0	$0
EMILY GAUGHAN	DIRECTOR	6.00	Director	$0	$0	$0
SOO LEE CHO	DIRECTOR	6.00	Director	$0	$0	$0
MANDEE GREENBERG	DIRECTOR	6.00	Director	$0	$0	$0
CATHY CARDNO	DIRECTOR	6.00	Director	$0	$0	$0
KELLY HODGES	DIRECTOR	6.00	Director	$0	$0	$0
SCOTT JAUCH	DIRECTOR	6.00	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
2025	$535,094	$443,297	$248,908	$91,797
2024	$400,244	$500,300	$182,076	$-100,056
2023	$450,866	$410,354	$274,512	$40,512
2022	$349,219	$342,980	$271,926	$6,239
2021	$283,591	$317,786	$283,329	$-34,195
2020	$237,481	$317,651	$297,718	$-80,170
2018	$288,822	$240,530	$171,497	$48,292