CATHOLIC BUSINESS NETWORK OF MONTGOMERY COUNTY SCHOLARSHIP & GRANT FOUNDATION (EIN 300232325) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

JOSEPH BARTON

Phone

3019492490

Tax Period

2023-01-01 to 2023-12-31

CATHOLIC BUSINESS NETWORK OF MONTGOMERY COUNTY SCHOLARSHIP & GRANT FOUNDATION, founded in 2003, is a small nonprofit in the Education sector that reported $197K in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $78K, a strong 40% operating margin.

Mission

TO PROVIDE GRANTS AND SCHOLARSHIPS FOR STUDENTS IN MONTGOMERY COUNTY, MD CATHOLIC SCHOOLS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $272,265

Program Service Revenue $0

Investment Income $24

Other Revenue $-75,581

TOTAL REVENUE $196,708

Expense Breakdown

Grants Paid $59,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $59,500

Other Expenses $59,393

TOTAL EXPENSES $118,893

Year-over-Year Comparison

	2023	2022	Change
Revenue	$196,708	$153,775	+0.3%
Expenses	$118,893	$212,358	-0.4%
Net Income	$77,815	$-58,583	-2.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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
JOE BARTON	PRESIDENT	2.00	Officer Director	$0	$0	$0
ANNE GEMUNDER	DIRECTOR	1.00	Director	$0	$0	$0
GEOFF GONELLA	DIRECTOR	1.00	Director	$0	$0	$0
COURTNEY LODICO	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER MALONEY	DIRECTOR	1.00	Director	$0	$0	$0
ANA MORALES	DIRECTOR	1.00	Director	$0	$0	$0
ANABEL QUINTERO	DIRECTOR	1.00	Director	$0	$0	$0
MEAGAN SEXTON	IMMEDIATE PAST PRESIDENT	1.00	Director	$0	$0	$0
ALICE KELLEY SCANLON	DIRECTOR	1.00	Director	$0	$0	$0
TIM SCHOFIELD	DIRECTOR	1.00	Director	$0	$0	$0
JOE MARVIN	DIRECTOR	1.00	Director	$0	$0	$0
TOMMY MCCLOSKEY	DIRECTOR	1.00	Director	$0	$0	$0
GRETA VENTO	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID KUSMA	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	$196,708	$118,893	$62,739	$77,815
2022	$153,775	$212,358	$97,495	$-58,583
2020	$104,237	$119,800	$183,444	$-15,563
2019	$52,944	$44,500	$187,345	$8,444
2018	$36,096	$103,300	$165,751	$-67,204

CATHOLIC BUSINESS NETWORK OF MONTGOMERY COUNTY SCHOLARSHIP & GRANT FOUNDATION