Ultramontane Associates Inc (EIN 351600905) - 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

1984

Legal Domicile

Principal Officer

E Michael Jones PhD

Phone

5742899786

Tax Period

2024-04-01 to 2025-03-31

Ultramontane Associates Inc, founded in 1984, is a small nonprofit in the Religion sector that reported $450K in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $598K exceeded revenue, resulting in a 33% operating deficit.

Mission

To disseminate educational commentary on family and social issues based on the moral law and Catholic social teaching. The organization distributes material in print and electronic formats. Occasionally the organization gives talks, conducts conferences and workshops for educational purposes.

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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 $63,236

Program Service Revenue $386,514

Investment Income $291

Other Revenue $0

TOTAL REVENUE $450,041

Expense Breakdown

Grants Paid $0

Salaries & Benefits $345,538

Fundraising Expenses $0

Program Expenses $578,203

Other Expenses $252,846

TOTAL EXPENSES $598,384

Year-over-Year Comparison

	2024	2023	Change
Revenue	$450,041	$574,768	-0.2%
Expenses	$598,384	$607,621	0.0%
Net Income	$-148,343	$-32,853	+3.5%

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
E Michael Jones PhD	President	48.50	Officer	$0	$0	$0
Marc Brammer	Vice President	0.50	Officer	$0	$0	$0
Ruth P Jones	Secretary	48.50	Officer	$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	$450,041	$598,384	$681,086	$-148,343
2024	$574,768	$607,621	$830,022	$-32,853
2023	$428,065	$397,348	$861,706	$30,717
2022	$457,841	$432,014	$830,098	$25,827
2021	$886,897	$566,265	$805,810	$320,632

Ultramontane Associates Inc