MONTGOMERY COUNTY ASSOCIATION OF ADMINISTRATORS & PRINCIPALS (EIN 521275622) - Form 990 Financial Analysis & Trantor Score

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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

1981

Legal Domicile

Principal Officer

ANDRE PHILLIPS

Phone

3017628174

Tax Period

2024-09-01 to 2025-08-31

MONTGOMERY COUNTY ASSOCIATION OF ADMINISTRATORS & PRINCIPALS, founded in 1981, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $981K left a modest 3% surplus.

Mission

THE ORGANIZATION EXISTS TO PROTECT AND FOSTER JOB-RELATED INTERESTS OF ITS MEMBERS BY PROVIDING A COORDINATED VOICE FOR MEMBERS IN WORKING WITH THE BOARD OF EDUCATION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $898,941

Program Service Revenue $0

Investment Income $16,021

Other Revenue $100,800

TOTAL REVENUE $1,015,762

Expense Breakdown

Grants Paid $0

Salaries & Benefits $438,149

Fundraising Expenses $0

Program Expenses $192,982

Other Expenses $543,330

TOTAL EXPENSES $981,479

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,015,762	$841,835	+0.2%
Expenses	$981,479	$959,995	+0.0%
Net Income	$34,283	$-118,160	-1.3%

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

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
ANDRE PHILLIPS	EXECUTIVE DIRECTOR	40.00	Officer Director	$0	$0	$0
BARBARA ESCOBAR	DIRECTOR	1.00	Director	$0	$0	$0
RYAN FORKERT	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KAREN DANCO GREGORY	DIRECTOR	1.00	Director	$0	$0	$0
BRANDICE HECKERT	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA DONNER	DIRECTOR	1.00	Director	$0	$0	$0
KECIA ADDISON	DIRECTOR	1.00	Director	$0	$0	$0
RICARDO HERNANDEZ	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH HILLARD	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE HANDY	PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHAEL BAYEWITZ	DIRECTOR	1.00	Director	$0	$0	$0
JAMES ALLRICH	DIRECTOR	1.00	Director	$0	$0	$0
CARLA MCNEAL	SECRETARY	1.00	Officer Director	$0	$0	$0
SHERILYN MOSES	DIRECTOR	1.00	Director	$0	$0	$0
DESMOND MACKALL	DIRECTOR	1.00	Director	$0	$0	$0
RASHIDA THOMAS	DIRECTOR	1.00	Director	$0	$0	$0
LIA BAILEY	DIRECTOR	1.00	Director	$0	$0	$0
SELMA PATILLO SIMMS	DIRECTOR	1.00	Director	$0	$0	$0
RHOSHANDA PYLES	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY BROWN	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT SMITH	DIRECTOR	1.00	Director	$0	$0	$0
SERENITY MOORE	DIRECTOR	1.00	Director	$0	$0	$0
JEWEL SANDERS	DIRECTOR	1.00	Director	$0	$0	$0
CAITLIN STREET	DIRECTOR	1.00	Director	$0	$0	$0
SWETA ZAKS	TREASURER	1.00	Officer Director	$0	$0	$0
EDWARD OWUSU	FORMER EXECUTIVE DIRECTOR	40.00		$75,585	$0	$75,585

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
2025	$1,015,762	$981,479	$1,026,474	$34,283
2024	$841,835	$959,995	$976,742	$-118,160
2023	$829,811	$777,729	$1,090,875	$52,082
2022	$558,399	$702,716	$1,042,286	$-144,317
2021	$697,800	$532,892	$1,173,271	$164,908
2020	$686,237	$503,845	$1,006,316	$182,392
2019	$727,705	$611,918	$846,927	$115,787

MONTGOMERY COUNTY ASSOCIATION OF ADMINISTRATORS & PRINCIPALS