HOSPICE OF MONTGOMERY INC

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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

1979

Legal Domicile

Principal Officer

TERESA BRIGHT

Phone

3342796677

Tax Period

2023-10-01 to 2024-09-30

HOSPICE OF MONTGOMERY INC, founded in 1979, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2023. Expenses of $1.4M left a modest 6% surplus.

Mission

HOSPICE OF MONTGOMERY OFFERS SPECIALIZED SERVICES TO MEET THE PHYSICAL, EMOTIONAL, SOCIAL AND SPIRITUAL NEEDS OF PATIENTS AND THEIR FAMILIES DURING THE FINAL STAGES OF LIFE.

Program Service Accomplishments

Program 1

Expenses: $1,178,893 Revenue: $1,283,416

TO PROVIDE QUALITY PALLIATIVE CARE TO MEET THE PHYSICAL, EMOTIONAL AND SPIRITUAL NEEDS OF THOSE IN THE COMMUNITY AFFECTED BY TERMINAL ILLNESS AND TO EDUCATE FAMILIES ABOUT THE END OF LIFE ISSUES.

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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 $128,036

Program Service Revenue $1,283,416

Investment Income $44,137

Other Revenue $-2,927

TOTAL REVENUE $1,452,662

Expense Breakdown

Grants Paid $0

Salaries & Benefits $937,033

Fundraising Expenses $37,222

Program Expenses $1,178,893

Other Expenses $431,787

TOTAL EXPENSES $1,368,820

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,452,662	$1,351,290	+0.1%
Expenses	$1,368,820	$1,292,838	+0.1%
Net Income	$83,842	$58,452	+0.4%

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

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

$108,830

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON BRYANT	PRESIDENT	1.00	Officer Director	$0	$0	$0
BEN WELLS	TREASURER/SECRETARY	1.00	Officer Director	$0	$0	$0
GLENN YATES MD	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LEENA BHASIN MD	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANK HAWTHORNE	BOARD MEMBER	1.00	Director	$0	$0	$0
DR ARTHUR MAZYCK	BOARD MEMBER	1.00	Director	$0	$0	$0
FORREST NEELEY	BOARD MEMBER	1.00	Director	$0	$0	$0
JOE RILEY	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM SALISKI MD	BOARD MEMBER	1.00	Director	$0	$0	$0
LEE SIMS	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHERINE WINDHAM MD	BOARD MEMBER	1.00	Director	$0	$0	$0
TERESA BRIGHT	DIR. OF HOSPICE & PALLIATIVE CARE	40.00	Officer	$108,830	$0	$108,830

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	$1,452,662	$1,368,820	No data	$83,842
2023	$1,351,290	$1,292,838	$1,542,452	$58,452
2022	$1,057,031	$1,014,345	$1,378,903	$42,686
2021	$752,146	$852,671	$1,468,815	$-100,525
2020	$732,290	$973,133	$1,681,418	$-240,843
2019	$955,510	$1,168,909	$1,770,540	$-213,399
2018	$1,133,812	$1,285,194	$2,051,685	$-151,382