AHFMONTGOMERY INC (EIN 311302444) - 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

1990

Legal Domicile

Phone

6147607352

Tax Period

2023-01-01 to 2023-12-31

AHFMONTGOMERY INC, founded in 1990, is a mid-sized nonprofit in the Health Care sector that reported $20.0M in total revenue in fiscal year 2023. Revenue surged 45% from the prior year, signaling strong growth momentum.

Mission

AHF/MONTGOMERY, INC. IS A NON-PROFIT ORGANIZATION WHICH OWNS AND OPERATES A NURSING HOME PROVIDING LOW-COST, LONG-TERM CARE FOR RESIDENTS.

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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 $0

Program Service Revenue $19,812,117

Investment Income $172,577

Other Revenue $0

TOTAL REVENUE $19,984,694

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,006,421

Fundraising Expenses $0

Program Expenses $21,648,390

Other Expenses $14,644,769

TOTAL EXPENSES $21,651,190

Year-over-Year Comparison

	2023	2022	Change
Revenue	$19,984,694	$13,768,929	+0.5%
Expenses	$21,651,190	$22,332,627	0.0%
Net Income	$-1,666,496	$-8,563,698	-0.8%

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

178

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

$983,520

Total Directors

$582,623

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUZANNE M LEHMAN	PRESIDENT-MG	0.00	Officer	$0	$35,997	$400,897
N/A	SECRETARY	0.00	Officer Director	$0	$25,584	$277,207
DINAH BEERCK	REGIONAL QA	0.00	Highest	$0	$6,200	$179,897
MATT LEHMAN	VP OF OPS	0.00	Highest	$0	$18,133	$179,134
TONI HARRISON	RN	0.00	Highest	$0	$6,397	$175,323
MARIAMMA VARKEY	RN	40.00	Highest	$163,031	$0	$163,031
ROBERT MAYO	RN	40.00	Highest	$134,888	$13,281	$148,169
JEFFREY D HAEMMERLE	TREASURER/SE	0.00	Officer Director	$0	$25,174	$131,017
TIMOTHY LEHMAN	OFFICER	2.00	Officer Director	$2,800	$0	$104,663
JOHN M HAEMMERLE	CHAIRMAN	0.00	Officer Director	$0	$0	$60,000
MARK T HAEMMERLE	PRESIDENT/SE	0.00	Officer Director	$0	$0	$9,736
JAMES MCDONOUGH	DIRECTOR	N/A	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	$19,984,694	$21,651,190	$15,238,694	$-1,666,496
2022	$13,768,929	$22,332,627	$15,323,879	$-8,563,698
2021	$15,917,114	$19,626,162	$18,460,178	$-3,709,048
2020	$18,326,683	$18,588,509	$21,551,213	$-261,826
2019	$18,808,355	$19,382,220	$21,468,148	$-573,865
2018	$17,591,938	$18,786,225	$22,026,512	$-1,194,287

AHFMONTGOMERY INC