BJ MONTGOMERY DISCOVERY FOUNDATION

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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

2016

Legal Domicile

Principal Officer

ELIZABETH A KEARNS

Phone

6109969468

Tax Period

2025-01-01 to 2025-12-31

BJ MONTGOMERY DISCOVERY FOUNDATION, founded in 2016, is a small nonprofit in the Human Services sector that reported $246K in total revenue in fiscal year 2025. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $132K, a strong 54% operating margin.

Mission

THE FOUNDATION PROVIDES CHARITABLE FINANCIAL SUPPORT AND ADVICE FOR FAMILIES AND INDIVIDUALS WHO ARE GOING THROUGH DIFFICULT FINANCIAL AND PERSONAL TIMES.

Program Service Accomplishments

Program 1

Expenses: $113,419

CONTRIBUTION FOR FINANCIAL SUPPORT 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 (2025)

Revenue Breakdown

Contributions & Grants $185,000

Program Service Revenue $0

Investment Income $60,645

Other Revenue $0

TOTAL REVENUE $245,645

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $113,419

Other Expenses $113,419

TOTAL EXPENSES $113,419

Year-over-Year Comparison

	2025	2024	Change
Revenue	$245,645	$225,757	+0.1%
Expenses	$113,419	$105,616	+0.1%
Net Income	$132,226	$120,141	+0.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH A KEARNS	PRESIDENT	010.00	Officer Director	$0	$0	$0
JORDAN MARTIN	DIRECTOR	002.00	Director	$0	$0	$0
RENEE SCHRUPP BURRUS	DIRECTOR	002.00	Officer Director	$0	$0	$0
ERIC LORGUS	DIRECTOR	002.00	Director	$0	$0	$0
SHERRI KELLY	DIRECTOR	002.00	Director	$0	$0	$0
VINCENT ROSSI	DIRECTOR	002.00	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
2025	$245,645	$113,419	$1,082,722	$132,226
2024	No data	No data	No data	No data
2023	$187,764	$111,215	$661,324	$76,549
2022	$180,000	$62,963	$526,127	$117,037
2021	$150,000	$24,446	$401,579	$125,554
2020	$129,780	No data	$276,025	No data
2019	$50,000	$3,755	$146,245	$46,245
2018	$50,000	No data	$100,000	No data