TRANSFORMATION MONTGOMERY INC (EIN 454171446) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

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

2012

Legal Domicile

Principal Officer

LAWRENCE STEVENSON

Tax Period

2023-01-01 to 2023-12-31

TRANSFORMATION MONTGOMERY INC, founded in 2012, is a small nonprofit in the Housing & Shelter sector that reported $267K in total revenue in fiscal year 2018. Revenue grew 16% year-over-year, indicating healthy expansion. Net assets of $615K represent 28 months of operating reserves.

Mission

TRANSFORM MONTGOMERY ONE FAMILY, ONE HOUSE, ONE NEIGHBORHOOD AT A TIME THROUGH CREATING AFFORDABLE HOME OWNERSHIP AND OFFERING HOLISTIC LIFE SKILLS TRAINING AND RELATIONAL COMMUNITY MINISTRY

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $310,989

Program Service Revenue $207,777

Investment Income $0

Other Revenue $48,425

TOTAL REVENUE $567,191

Expense Breakdown

Grants Paid $0

Salaries & Benefits $202,441

Fundraising Expenses $0

Program Expenses $403,281

Other Expenses $200,840

TOTAL EXPENSES $403,281

Year-over-Year Comparison

	2023	2022	Change
Revenue	$567,191	$393,200	+0.4%
Expenses	$403,281	$428,824	-0.1%
Net Income	$163,910	$-35,624	-5.6%

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

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
DEBBIE PEAVEY	DIRECTOR	40.00	Director	$0	$0	$0
LAWRENCE STEVENSON	CHAIRMAN	1.00	Officer	$0	$0	$0
JIM VINCENT III	VICE CHAIR	1.00	Officer	$0	$0	$0
LEE GURLEY	TREASURER	1.00	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
2024	No data	No data	No data	No data
2023	$567,191	$403,281	$722,653	$163,910
2022	$393,200	$428,824	$590,687	$-35,624
2021	$281,880	$346,829	$600,534	$-64,949
2020	$288,915	$274,902	$653,082	$14,013
2019	$280,525	$277,866	$636,851	$2,659
2018	$266,508	$285,116	$629,451	$-18,608

TRANSFORMATION MONTGOMERY INC