WEST MONTGOMERY ED FOUNDATION (EIN 630588315) - 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

1970

Legal Domicile

Principal Officer

DARRYL FREE

Phone

3342885980

Tax Period

2024-06-01 to 2025-05-31

WEST MONTGOMERY ED FOUNDATION, founded in 1970, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2018.

Mission

TO PROVIDE A WELL-BALANCED COMPLETE EDUCATIONAL OPPORTUNITY FOR STUDENTS BY MAINTAINING AN ATMOSPHERE OF DISCIPLINE, SAFETY, SPIRITUAL AWARENESS, AND EDUCATIONAL EXCELLENCE.

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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 $281,835

Program Service Revenue $2,522,249

Investment Income $7,187

Other Revenue $243,009

TOTAL REVENUE $3,054,280

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,712,622

Fundraising Expenses $32,059

Program Expenses $2,529,372

Other Expenses $1,151,896

TOTAL EXPENSES $2,864,518

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,054,280	$3,195,770	0.0%
Expenses	$2,864,518	$2,943,020	0.0%
Net Income	$189,762	$252,750	-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

Volunteers

230

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

$127,841

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DARRYL FREE	HEADMASTER	40.00	Officer	$82,563	$0	$82,563
JUDY REEVES	ACCOUNTANT	40.00	Officer	$45,278	$0	$45,278
BRETT ADAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
BRYAN ADAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER CONWAY	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHNNY CORAM	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIC FLEMING	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JOE HATCHER	BOARD MEMBER	1.00	Director	$0	$0	$0
JASON LANGLEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
ALATIA MIDKIFF	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
MANSON ROBINSON	TREASURER	1.00	Officer Director	$0	$0	$0
CHAD STINSON	BOARD MEMBER	1.00	Director	$0	$0	$0
AUTRY TALLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
CAREY WYNN	BOARD MEMBER	1.00	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
2025	$3,054,280	$2,864,518	$2,864,339	$189,762
2024	$3,195,770	$2,943,020	$2,663,368	$252,750
2023	$2,967,123	$2,938,002	$2,349,319	$29,121
2022	$2,753,436	$2,581,350	$2,400,211	$172,086
2021	$2,162,110	$2,200,248	$2,292,137	$-38,138
2020	$2,285,758	$2,172,333	$2,355,457	$113,425
2019	$2,024,061	$2,123,239	$2,246,355	$-99,178

WEST MONTGOMERY ED FOUNDATION