Monticello Association

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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

1913

Legal Domicile

Phone

2258922856

Tax Period

2023-01-01 to 2023-12-31

Monticello Association, founded in 1913, is a small nonprofit that reported $110K in total revenue in fiscal year 2023. Revenue surged 7096% from the prior year, signaling strong growth momentum. The organization ran a surplus of $65K, a strong 59% operating margin.

Mission

The Organization's purpose is to preserve and care for the graves and grounds of the Monticello Graveyard.

Program Service Accomplishments

Program 1

The Monticello Association continued its exempt purpose by preserving the graves and grounds of the Monticello Graveyard using funds from gifts, memberships dues and income from assets owned by the...

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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 $68,515

Program Service Revenue $0

Investment Income $41,301

Other Revenue $0

TOTAL REVENUE $109,816

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $45,291

TOTAL EXPENSES $45,291

Year-over-Year Comparison

	2023	2022	Change
Revenue	$109,816	$1,526	+71.0%
Expenses	$45,291	$43,723	+0.0%
Net Income	$64,525	$-42,197	-2.5%

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

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
Thom Randolph	President	2.00	Officer Director	$0	$0	$0
John Eppes	Vice President	2.00	Officer Director	$0	$0	$0
Margaret Wilson	Secretary	2.00	Officer Director	$0	$0	$0
Brittney Nicole Kean	Treasurer	2.00	Officer 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
2024	No data	No data	No data	No data
2023	$109,816	$45,291	$1,862,864	$64,525
2022	$1,526	$43,723	$1,774,333	$-42,197
2021	$64,803	$32,394	$1,995,943	$32,409
2020	$72,457	$14,466	$1,872,395	$57,991
2019	$196,950	$29,842	$1,696,674	$167,108
2018	$156,181	$17,582	$1,384,156	$138,599