MONTGOMERY EDUCATION FOUNDATION

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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

ANN MCKIMMON SIKES

Phone

3346471700

Tax Period

2023-10-01 to 2024-09-30

MONTGOMERY EDUCATION FOUNDATION, founded in 2013, is a community nonprofit in the Education sector that reported $1.8M in total revenue in fiscal year 2023.

Mission

MONTGOMERY EDUCATION FOUNDATION BELIEVES THAT ALL CHILDREN DESERVE A QUALITY EDUCATION. THE MISSION IS TO PROVIDE PROGRAMS THAT SUPPORT THE GROWTH OF OUR STUDENTS, SCHOOLS AND COMMUNITIES THROUGH PARTNERSHIP AND VOLUNTEERISM.

Program Service Accomplishments

Program 1

Expenses: $1,239,985

STARBASE: IS A HANDS ON LEARNING PROGRAM IN COORDINATION WITH MAXWELL AIR FORCE BASE TO RAISE INTEREST AND IMPROVE BOTH THE KNOWLEDGE AND SKILL SETS OF STUDENTS SPECIFICALLY IN THE AREAS OF SCIENCE, TECHNOLOGY, ENGINEERING AND MATHMATICS (STEM). THIS PROGRAM SERVES STUDENTS WHO ARE HISTORICALLY UNDER REPRESENTED IN STEM FEILDS, STUDENTS WHO LIVE IN URBAN COMMUNITIES, OR RURAL AREAS, WHO ARE SOCIOECONOMICALLY DISADVANTAGED OR PERFORM POORLY IN ACADEMICS.

Program 2

Expenses: $117,920

SUMMER LEARNING PROGRAM: ENGAGES MONTGOMERY'S YOUTH DURING THE SUMMER, THROUGH LITERACY & STEM WITH A MULTI-CONCEPT STEM ENRICHMENT LAB AND PROVIDES OPPORTUNITIES FOR CHILDREN TO EXPLORE, HAVE FUN...

SUMMER LEARNING PROGRAM: ENGAGES MONTGOMERY'S YOUTH DURING THE SUMMER, THROUGH LITERACY & STEM WITH A MULTI-CONCEPT STEM ENRICHMENT LAB AND PROVIDES OPPORTUNITIES FOR CHILDREN TO EXPLORE, HAVE FUN, AND BUILD DEEPER RELATIONSHIPS WITH THEIR PEERS AND TEACHERS DURING THE SUMMER.MGM READS (A SUB-PROGRAM OF SUMMER LEARNING: SEEKS TO PROVIDE AND DISTRIBUTE UNDERSERVED STUDENTS AND FAMILIES IN THE MONTGOMERY COMMUNITY WITH CULTURALLY RELEVANT BOOKS AND LITERACY SUPPORT MATERIALS TO EXTEND LEARNING SUPPORT DURING THE SUMMER.)

Program 3

Expenses: $61,301

CHARTER SCHOOLS:THE CHARTER SCHOOL CONVERSION BETWEEN MONTGOMERY EDUCATION FOUNDATION AND MONTGOMERY PUBLIC SCHOOLS AIMS TO ACCELERATE THE LEARNING OPPORTUNITIES, IMPROVE ACADEMIC AND SOCIAL...

CHARTER SCHOOLS:THE CHARTER SCHOOL CONVERSION BETWEEN MONTGOMERY EDUCATION FOUNDATION AND MONTGOMERY PUBLIC SCHOOLS AIMS TO ACCELERATE THE LEARNING OPPORTUNITIES, IMPROVE ACADEMIC AND SOCIAL PERFORMANCE, AND IMPLEMENT NEW & SUCCESSFUL INSTRUCTIONAL STRATEGIES FOR STUDENTS AT DAVIS ELEMENTARY, NIXON ELEMENTARY, AND BELLINGRATH MIDDLE SCHOOL. THE CHARTER SCHOOL CONVERSION'S OVERALL OBJECTIVE INCLUDE: 1) FOR EACH SCHOOL TO RISE FROM A FAILING REPORT CARD TO A "C OR ABOVE IN 5 YEARS OR LESS, 2) TO INCREASE FUNDING AND RETAINED FUNDING BY IMPROVING LEARNING AND ACADEMIC PERFORMACE/RESULTS, AND 3) IMPACT A LARGER NUMBER OF STUDENTS.

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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 (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