THE MONTGOMERY ACADEMY (EIN 630401358) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1959

Legal Domicile

Principal Officer

PETER J SELMAN

Phone

3342728210

Tax Period

2024-07-01 to 2025-06-30

THE MONTGOMERY ACADEMY, founded in 1959, is a mid-sized nonprofit in the Food, Agriculture & Nutrition sector that reported $11.9M in total revenue in fiscal year 2017.

Mission

COLLEGE PREPATORY SCHOOL KINDERGARTEN THROUGH GRADE 12.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,771,472

Program Service Revenue $11,930,795

Investment Income $3,548

Other Revenue $0

TOTAL REVENUE $14,705,815

Expense Breakdown

Grants Paid $946,979

Salaries & Benefits $7,995,500

Fundraising Expenses $396,206

Program Expenses $12,163,350

Other Expenses $5,603,510

TOTAL EXPENSES $14,545,989

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,705,815	$12,637,060	+0.2%
Expenses	$14,545,989	$13,797,390	+0.1%
Net Income	$159,826	$-1,160,330	-1.1%

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

315

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

$333,398

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER AHN	TRUSTEE	1.00	Director	$0	$0	$0
PHELPS REID	TRUSTEE - SEC-TREAS	1.00	Officer Director	$0	$0	$0
BILL ESPY	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN GARY	TRUSTEE	1.00	Director	$0	$0	$0
BLAKE HORNE	TRUSTEE	1.00	Director	$0	$0	$0
OWEN ARONOV	TRUSTEE	1.00	Director	$0	$0	$0
MILLIE HOUSTON	TRUSTEE - VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
ASHLEY MCDANIEL	TRUSTEE	1.00	Director	$0	$0	$0
PETER SELMAN	TRUSTEE - PRESIDENT	1.00	Officer Director	$0	$0	$0
WADE SEGREST	TRUSTEE	1.00	Director	$0	$0	$0
LYNN BESHEAR	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN DEES	TRUSTEE	1.00	Director	$0	$0	$0
PAMELA TUCK	TRUSTEE	1.00	Director	$0	$0	$0
JO MOORE	TRUSTEE	1.00	Director	$0	$0	$0
JOHNNY RAINES III	TRUSTEE	1.00	Director	$0	$0	$0
AMY COOPER	TRUSTEE	1.00	Director	$0	$0	$0
LOUISA TOLENTINO-PROSSER	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM CRUM III	TRUSTEE	1.00	Director	$0	$0	$0
TOM HUGHES	TRUSTEE	1.00	Director	$0	$0	$0
ESTEE MORRISON	TRUSTEE	1.00	Director	$0	$0	$0
EMILY WHOOTTEN	TRUSTEE	1.00	Director	$0	$0	$0
STEVE DAVIDSON	TRUSTEE	1.00	Director	$0	$0	$0
JOHN MCWILLIAMS	HEAD OF SCHOOL	40.00	Officer	$216,483	$20,516	$236,999
DEREK DUBOSE	CHIEF FINANCIAL OFFICER	40.00	Officer	$84,207	$12,192	$96,399

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	$14,705,815	$14,545,989	$19,527,678	$159,826
2024	No data	No data	No data	No data
2023	$12,252,122	$13,341,652	$21,418,403	$-1,089,530
2022	$12,119,811	$11,974,422	$22,690,741	$145,389
2021	$13,472,054	$11,550,337	$22,740,065	$1,921,717
2020	$11,005,286	$11,282,754	$22,347,255	$-277,468
2019	$10,835,715	$11,492,439	$21,964,193	$-656,724
2018	$11,854,658	$12,289,858	$22,701,512	$-435,200

THE MONTGOMERY ACADEMY