MONTREAT COLLEGE FOUNDATION (EIN 561324199) - 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

1997

Legal Domicile

Principal Officer

PAUL MAURER

Phone

8286698012

Tax Period

2024-07-01 to 2025-06-30

MONTREAT COLLEGE FOUNDATION, founded in 1997, is a micro nonprofit in the Education sector that reported $1.6M in total revenue in fiscal year 2024. Revenue fell 11841% from the prior year — a significant decline worth monitoring.

Mission

TO SUPPORT THE EDUCATIONAL PURPOSES OF MONTREAT COLLEGE

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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 $14,612

Program Service Revenue $0

Investment Income $-1,624,806

Other Revenue $0

TOTAL REVENUE $-1,610,194

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $13,415

TOTAL EXPENSES $13,415

Year-over-Year Comparison

	2024	2023	Change
Revenue	$-1,610,194	$13,714	-118.4%
Expenses	$13,415	$15,698	-0.1%
Net Income	$-1,623,609	$-1,984	+817.4%

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

$554,204

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BEAU MOFFATT	CHAIRMAN	1.00	Officer Director	$0	$0	$0
CLAIRE EFRID	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DAYLE SENEFF	TRUSTEE	1.00	Director	$0	$0	$0
PAUL MAURER	CEO	1.00	Officer	$0	$22,168	$345,255
JOHN BEAGHAN	CFO	1.00	Officer	$0	$21,457	$208,949

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	$-1,610,194	$13,415	$4,694,803	$-1,623,609
2024	$13,714	$15,698	$4,473,435	$-1,984
2023	$137,178	$4,121	$4,235,806	$133,057
2022	$327,128	$90,917	$4,388,182	$236,211
2021	$208,057	$148,384	$4,725,409	$59,673
2020	$131,496	$136,205	$6,943,896	$-4,709
2019	$136,046	$137,286	$6,943,648	$-1,240
2018	$541,600	$137,206	$6,799,242	$404,394

MONTREAT COLLEGE FOUNDATION