Montgomery Dragon Boat Festival (EIN 453514739) - 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

2013

Legal Domicile

Principal Officer

Edward G Reifenberg

Phone

3346259411

Tax Period

2020-01-01 to 2020-12-31

Montgomery Dragon Boat Festival, founded in 2013, is a small nonprofit that reported $128K in total revenue in fiscal year 2017. Revenue fell 36% from the prior year — a significant decline worth monitoring. Expenses of $148K exceeded revenue, resulting in a 15% operating deficit.

Mission

MDBRF is a volunteer based organization didicated to promoting youth leadership and cultural diversity, fitness, and cultural heritage through the sport of dragon boating and paddle boarding.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,243

Other Expenses $1,261

TOTAL EXPENSES $1,261

Year-over-Year Comparison

	2020	2019	Change
Revenue	N/A	$8,612	-1.0%
Expenses	$1,261	$7,136	-0.8%
Net Income	N/A	$1,476	N/A

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

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
Stephen Woerner	President	000.40	Officer Director	$0	$0	$0
Ed Reifenberg	Treasurer	000.40	Officer Director	$0	$0	$0
Sara Powell	Secretary	000.20	Officer Director	$0	$0	$0
Joyce Bartlett	Board member	000.20	Director	$0	$0	$0
Andrew Szymanski	Board member	000.20	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
2020	No data	$1,261	$3,115	No data
2019	$8,612	$7,136	$4,376	$1,476
2018	$92,612	$104,715	$3,300	$-12,103
2017	$128,388	$147,973	$17,238	$-19,585

Montgomery Dragon Boat Festival