Montgomery County Community Foundation (EIN 760082098) - 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

1983

Legal Domicile

Phone

2813638158

Tax Period

2024-01-01 to 2024-12-31

Montgomery County Community Foundation, founded in 1983, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.3M in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $664K, a strong 50% operating margin.

Mission

Creating legacies to fulfill philanthropic dreams through grants to nonprofits and scholarships

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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 $434,145

Program Service Revenue $0

Investment Income $830,188

Other Revenue $54,143

TOTAL REVENUE $1,318,476

Expense Breakdown

Grants Paid $388,900

Salaries & Benefits $148,539

Fundraising Expenses $76,296

Program Expenses $512,428

Other Expenses $116,680

TOTAL EXPENSES $654,119

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,318,476	$1,811,938	-0.3%
Expenses	$654,119	$525,693	+0.2%
Net Income	$664,357	$1,286,245	-0.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Julie P Martineau	President & CEO	40.00		$115,000	$0	$115,000
Laura Lea Palmer	Chairman	5.00	Officer Director	$0	$0	$0
Christin Allphin	Vice President	2.00	Officer Director	$0	$0	$0
Leland Dushkin	Treasurer	2.00	Officer Director	$0	$0	$0
Nick Davis	Secretary	2.00	Officer Director	$0	$0	$0
Bill Crowl	Director	1.00	Director	$0	$0	$0
Jason Mann	Director	1.00	Director	$0	$0	$0
Gil Staley	Director	1.00	Director	$0	$0	$0
Rev Jane Stilwell	Director	1.00	Director	$0	$0	$0
Julie Struble	Director	1.00	Director	$0	$0	$0
Eric Thiergood	Director	1.00	Director	$0	$0	$0
Tim Welbes	Director	1.00	Director	$0	$0	$0
Brent Wunderlich	Director	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
2024	$1,318,476	$654,119	$12,080,997	$664,357
2023	$1,811,938	$525,693	$11,412,090	$1,286,245
2022	$808,200	$515,667	$10,127,465	$292,533
2021	$1,350,378	$512,667	$9,812,463	$837,711
2020	$1,455,476	$478,323	$8,968,074	$977,153
2019	$711,355	$524,366	$7,988,314	$186,989
2018	$1,011,041	$384,136	$7,791,810	$626,905

Montgomery County Community Foundation