Assistance League of Montgomery County (EIN 760438092) - 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

1994

Legal Domicile

Principal Officer

Jane Atwell

Phone

9367601151

Tax Period

2024-06-01 to 2025-05-31

Assistance League of Montgomery County, founded in 1994, is a community nonprofit in the Human Services sector that reported $1.0M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $1.1M exceeded revenue, resulting in a 11% operating deficit.

Mission

A non-profit organization of volunteers dedicated to transforming the lives of children and adults in Montgomery County through community programs.

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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 $946,611

Program Service Revenue $13,787

Investment Income $35,521

Other Revenue $18,200

TOTAL REVENUE $1,014,119

Expense Breakdown

Grants Paid $309,090

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $960,104

Other Expenses $812,504

TOTAL EXPENSES $1,121,594

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,014,119	$1,074,899	-0.1%
Expenses	$1,121,594	$1,055,218	+0.1%
Net Income	$-107,475	$19,681	-6.5%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kristie Guerriero	Director	7.05	Director	$0	$0	$0
Rhonda Darby	Director	2.01	Director	$0	$0	$0
Mary Henry	Director	1.92	Director	$0	$0	$0
Joanne Heitmiller	Director	11.89	Director	$0	$0	$0
Sandy Katri	Director	5.83	Director	$0	$0	$0
Patrice Ledden	President	19.09	Officer	$0	$0	$0
Jane Atwell	President	15.52	Officer	$0	$0	$0
Cheryl Ryon	Vice President	10.54	Officer	$0	$0	$0
Rodgie Mann	Vice President	23.08	Officer	$0	$0	$0
Karen Walker	Treasurer	18.86	Officer	$0	$0	$0
Trudy Halvorson	Secretary	4.86	Officer	$0	$0	$0
Molly Parkhill	Vice President	11.88	Officer	$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	$1,014,119	$1,121,594	$2,016,724	$-107,475
2024	$1,074,899	$1,055,218	$2,120,968	$19,681
2023	$1,101,498	$934,665	$2,058,947	$166,833
2022	$976,018	$780,393	$1,869,190	$195,625
2021	$717,458	$729,259	$1,659,981	$-11,801
2020	$742,118	$803,604	$1,670,359	$-61,486
2019	$816,597	$782,095	$1,745,262	$34,502

Assistance League of Montgomery County