MONTGOMERY EDUCATION FOUNDATION (EIN 463586388) - 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

ANN MCKIMMON SIKES

Phone

3346471700

Tax Period

2023-10-01 to 2024-09-30

MONTGOMERY EDUCATION FOUNDATION, founded in 2013, is a small nonprofit in the Education sector that reported $898K in total revenue in fiscal year 2018. Revenue decreased 16% compared to the prior year. Expenses of $1.2M exceeded revenue, resulting in a 29% operating deficit.

Mission

MONTGOMERY EDUCATION FOUNDATION PROVIDES RESOURCES AND PROGRAMS THAT SUPPORT ACADEMIC SUCCESS FOR PUBLIC SCHOOLS AND STUDENTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,783,935

Program Service Revenue $0

Investment Income $1,410

Other Revenue $0

TOTAL REVENUE $1,785,345

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,167,678

Fundraising Expenses $0

Program Expenses $1,509,024

Other Expenses $584,086

TOTAL EXPENSES $1,751,764

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,785,345	$1,790,880	0.0%
Expenses	$1,751,764	$1,505,501	+0.2%
Net Income	$33,581	$285,379	-0.9%

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

168

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

$83,600

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL HANKINS	CHAIRMAN	2.00	Officer Director	$0	$0	$0
DAVE BORDEN	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
DR MARCUS VANDIVER	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
KEESHSA JONES	BOARD MEMBER	0.50	Director	$0	$0	$0
CAROLINE NOVAK	BOARD MEMBER	0.50	Director	$0	$0	$0
DANYIEL WADKINS	BOARD MEMBER	0.50	Director	$0	$0	$0
ANN MCKIMMON SIKES	PRESIDENT	45.00	Officer	$83,600	$0	$83,600

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	$1,785,345	$1,751,764	$516,296	$33,581
2023	$1,790,880	$1,505,501	$473,461	$285,379
2022	$685,272	$823,770	$279,516	$-138,498
2021	$1,283,603	$1,263,608	$469,576	$19,995
2020	$1,346,590	$1,212,148	$285,779	$134,442
2019	$1,224,526	$1,240,620	$320,210	$-16,094
2018	$898,025	$1,162,542	$158,411	$-264,517

MONTGOMERY EDUCATION FOUNDATION