UPPER MONTGOMERY ASSISTANCE NETWORK INC (EIN 521648943) - 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

1989

Legal Domicile

Principal Officer

JEAN O'CONNOR

Phone

3013858865

Tax Period

2024-07-01 to 2025-06-30

UPPER MONTGOMERY ASSISTANCE NETWORK INC, founded in 1989, is a small nonprofit in the Human Services sector that reported $268K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $328K exceeded revenue, resulting in a 22% operating deficit.

Mission

THE UPPER MONTGOMERY ASSISTANCE NETWORK UMAN WORKS TO PREVENT HOMELESSNESS, HELP FAMILIES KEEP THEIR UTILITIES ON AND WORKING SUPPORTS PEOPLE IN HOUSING TRANSITION, AND EDUCATE AND EMPOWER PEOPLE IN CRISIS.

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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 $267,707

Program Service Revenue $0

Investment Income $104

Other Revenue $0

TOTAL REVENUE $267,811

Expense Breakdown

Grants Paid $0

Salaries & Benefits $49,175

Fundraising Expenses $0

Program Expenses $293,827

Other Expenses $278,820

TOTAL EXPENSES $327,995

Year-over-Year Comparison

	2024	2023	Change
Revenue	$267,811	$296,769	-0.1%
Expenses	$327,995	$324,708	+0.0%
Net Income	$-60,184	$-27,939	+1.2%

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

N/A

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
REGINA MASTROMARINO	STAFF	030.00	Director	$0	$0	$0
BOB WOODS	DIRECTOR	001.00	Director	$0	$0	$0
JEAN O'CONNOR	TREASURER	001.00	Director	$0	$0	$0
MARGE CANIK	CHAIRMAN	001.00	Director	$0	$0	$0
ZARA BRUNNER	SECRETARY	001.00	Director	$0	$0	$0
STEPHANIE JOHNSON	BOARD MEMBER AT LARGE	001.00	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
2025	$267,811	$327,995	$180,848	$-60,184
2024	$296,769	$324,708	$256,339	$-27,939
2023	$534,133	$559,592	$234,937	$-25,459
2022	$316,802	$270,268	$256,642	$46,534
2021	$288,275	$238,544	$209,491	$49,731
2020	$222,004	$201,106	$159,072	$20,898
2019	$248,359	$242,542	$136,546	$5,817
2018	$236,853	$234,731	$130,212	$2,122

UPPER MONTGOMERY ASSISTANCE NETWORK INC