ACTION IN MONTGOMERY INC (EIN 522032072) - 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

1998

Legal Domicile

Principal Officer

ROBERT BOURG

Phone

3013880700

Tax Period

2023-01-01 to 2023-12-31

ACTION IN MONTGOMERY INC, founded in 1998, is a community nonprofit in the Religion sector that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $546K, a strong 43% operating margin.

Mission

DEVELOPING LOCAL LEADERSHIP AND ORGANIZED POWER TO SOLVE COMMUNITY AND ECONOMIC PROBLEMS.

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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 $641,522

Program Service Revenue $616,982

Investment Income $22,192

Other Revenue $500

TOTAL REVENUE $1,281,196

Expense Breakdown

Grants Paid $0

Salaries & Benefits $490,851

Fundraising Expenses $24,775

Program Expenses $605,245

Other Expenses $244,797

TOTAL EXPENSES $735,648

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,281,196	$843,112	+0.5%
Expenses	$735,648	$434,475	+0.7%
Net Income	$545,548	$408,637	+0.3%

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

$147,447

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANA BIRD	LEADERSHIP TEAM CO-CHAIR	5.00	Officer Director	$0	$0	$0
REV DR MICHAEL ARMSTRONG	LEADERSHIP TEAM CO-CHAIR	10.00	Officer Director	$0	$0	$0
LINDA BLEADINGHEISER	LEADERSHIP TEAM CO-CHAIR	10.00	Officer Director	$0	$0	$0
YVONNE BROOKS-LITTLE	LEADERSHIP TEAM SECRETARY	10.00	Officer Director	$0	$0	$0
STEVE YANK	LEADERSHIP TEAM TREASURER	10.00	Officer Director	$0	$0	$0
OGECHI AKALEGBERE	STRATEGY TEAM	5.00	Director	$0	$0	$0
TERRI-JO HAYES	STRATEGY TEAM	5.00	Director	$0	$0	$0
GAIL RILEY	STRATEGY TEAM	5.00	Director	$0	$0	$0
CYNTHIA MARSHALL	EXECUTIVE DIRECTOR	40.00	Officer	$137,982	$9,465	$147,447

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	$1,281,196	$735,648	$1,530,399	$545,548
2022	$843,112	$434,475	$984,851	$408,637
2021	$442,836	$378,314	$576,213	$64,522
2020	$575,955	$325,471	$511,691	$250,484
2019	$416,055	$398,304	$261,208	$17,751
2018	$292,778	$320,659	$243,457	$-27,881

ACTION IN MONTGOMERY INC