THE MONTGOMERY INSTITUTE (EIN 640932080) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

BEVERLY J KNOX

Phone

6014832661

Tax Period

2023-09-01 to 2024-08-31

THE MONTGOMERY INSTITUTE, founded in 2001, is a small nonprofit in the Community Improvement sector that reported $402K in total revenue in fiscal year 2023. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $199K, a strong 49% operating margin.

Mission

TO SUPPORT REGIONAL COMMUNITY BUILDING PROGRAMS WHICH ADVANCE LEADERSHIP & WORKFORCE DEVELOPMENT, STRATEGIC THINKING & ANALYSIS, & INFO. DISSEMINATION AMONG EAST MS AND WEST AL.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $106,969

Program Service Revenue $0

Investment Income $295,354

Other Revenue $0

TOTAL REVENUE $402,323

Expense Breakdown

Grants Paid $0

Salaries & Benefits $151,200

Fundraising Expenses $458

Program Expenses $166,286

Other Expenses $52,615

TOTAL EXPENSES $203,815

Year-over-Year Comparison

	2023	2022	Change
Revenue	$402,323	$271,637	+0.5%
Expenses	$203,815	$259,301	-0.2%
Net Income	$198,508	$12,336	+15.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$52,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL DUDLEY	ASSISTANT TREASURER	2.00	Director	$0	$0	$0
SORAYA WELDON	DIRECTOR	2.00	Director	$0	$0	$0
LLOYD GRAY	DIRECTOR	2.00	Director	$0	$0	$0
TRACY ALFORD	DIRECTOR	2.00	Director	$0	$0	$0
CD SMITH	CHAIRMAN	2.00	Officer	$0	$0	$0
BRAD HUFF	TREASURER/SECRETARY	2.00	Officer	$0	$0	$0
BEVERLY KNOX	PRESIDENT	30.00	Officer	$52,000	$0	$52,000

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	$402,323	$203,815	$2,240,705	$198,508
2023	$271,637	$259,301	$2,046,133	$12,336
2022	$274,955	$380,287	$2,026,606	$-105,332
2021	$820,196	$444,470	$2,132,323	$375,726
2020	$299,421	$426,392	$1,804,752	$-126,971
2019	$396,872	$422,477	$1,874,173	$-25,605

THE MONTGOMERY INSTITUTE