KAPPA ALPHA PSI GUIDE RIGHT FOUNDATION OF MONTGOMERY INC (EIN 800074492) - 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

2003

Legal Domicile

Principal Officer

Julius L Taylor

Phone

3343249311

Tax Period

2023-01-01 to 2023-12-31

KAPPA ALPHA PSI GUIDE RIGHT FOUNDATION OF MONTGOMERY INC, founded in 2003, is a small nonprofit in the Education sector that reported $326K in total revenue in fiscal year 2021. The organization ran a surplus of $249K, a strong 76% operating margin.

Mission

To engage in charitable activities and extend financial aid through grants, gifts, contributions and other aid or assistance to qualified individuals. To encourage, promote, and support the education of youth and manage related facilities and services for the benefit of residents of the Montgomery area.

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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 (2023)

Revenue Breakdown

Contributions & Grants $190,739

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $190,739

Expense Breakdown

Grants Paid $33,750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,750

Other Expenses $35,613

TOTAL EXPENSES $69,363

Year-over-Year Comparison

	2023	2022	Change
Revenue	$190,739	$71,429	+1.7%
Expenses	$69,363	$24,315	+1.9%
Net Income	$121,376	$47,114	+1.6%

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

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
Jeffrey Brown	Director	1	Director	$0	$0	$0
Legand Burge	Director	2	Director	$0	$0	$0
John Ivery	Director	1	Director	$0	$0	$0
Theodore Morgan	Director	1	Director	$0	$0	$0
Darold Boswell	Director	1	Director	$0	$0	$0
Richard Jackson	Director	2	Director	$0	$0	$0
Feagin Johnson	Director	1	Director	$0	$0	$0
Carlton Robinson	Director	1	Director	$0	$0	$0
DeAndre Meadows	Vice President	2	Officer	$0	$0	$0
Julius Taylor	President	4	Officer	$0	$0	$0
Michael Hanshaw	Secretary-Treasurer	4	Officer	$0	$0	$0
Jerry Morris	Chairman of Guide Right	4.00	Officer	$0	$0	$0
Charles Thrasher	Chairman Scholarship Committee	2	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
2024	No data	No data	No data	No data
2023	$190,739	$69,363	$990,629	$121,376
2022	$71,429	$24,315	$683,966	$47,114
2021	$325,604	$76,530	$471,627	$249,074

KAPPA ALPHA PSI GUIDE RIGHT FOUNDATION OF MONTGOMERY INC