Montgomery Dragon Boat Festival

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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

2013

Legal Domicile

Principal Officer

Edward G Reifenberg

Phone

3346259411

Tax Period

2020-01-01 to 2020-12-31

Mission

Montgomery Dragon Boats primary mission is to act as a fundraiser for qualified IRS 501-C-3 organizations of the Board odf Directors choosing through conducting Dragon Boat racing and/or Paddle Boat Racing at a festival which fosters the promotion of healthy living and leadership qualities among youths and adults.

Program Service Accomplishments

Program 1

Expenses: $1,243

During 2020, no activities were held due to COVID. The only program expenses were depreciation on assets already in place. Activities are scheduled to resume in 2021.

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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 (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