MONTGOMERY HOUSING INC (EIN 522159657) - 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

1999

Legal Domicile

Principal Officer

SARAH NORMAN

Phone

3019631700

Tax Period

2022-07-01 to 2023-06-30

MONTGOMERY HOUSING INC, founded in 1999, is a micro nonprofit in the Housing & Shelter sector that reported $80K in total revenue in fiscal year 2022. Expenses of $127K exceeded revenue, resulting in a 58% operating deficit.

Mission

TO PROVIDE AFFORDABLE HOUSING TO PERSONS WITH DISABILITIES UNDER SECTION 811 OF THE NATIONAL AFFORDABLE HOUSING ACT.

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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 (2022)

Revenue Breakdown

Contributions & Grants $53,408

Program Service Revenue $26,605

Investment Income $29

Other Revenue $0

TOTAL REVENUE $80,042

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $97,688

Other Expenses $126,581

TOTAL EXPENSES $126,581

Year-over-Year Comparison

	2022	2021	Change
Revenue	$80,042	$82,792	0.0%
Expenses	$126,581	$139,293	-0.1%
Net Income	$-46,539	$-56,501	-0.2%

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

Employees

N/A

Volunteers

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

$695,111

Total Directors

$695,111

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH NORMAN	PRESIDENT	0.25	Officer Director	$0	$20,272	$192,560
ROBERT HALL	VICE PRESIDENT	0.25	Officer Director	$0	$0	$0
JEFF RICHARDSON	TREASURER	0.25	Officer Director	$0	$51,488	$502,551
DAVID WEISS	SECRETARY	0.25	Officer Director	$0	$0	$0
CLAIRE DENNIS-TUKPAH	DIRECTOR	0.25	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
2023	$80,042	$126,581	$429,850	$-46,539
2022	$82,792	$139,293	$457,434	$-56,501
2021	$74,226	$103,108	$488,142	$-28,882
2020	$60,538	$103,020	$518,454	$-42,482
2019	$58,541	$98,783	$523,588	$-40,242
2018	$67,871	$101,416	$556,345	$-33,545

MONTGOMERY HOUSING INC