ALEXANDER MONTGOMERY FOUNDATION (EIN 813850170) - 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

2016

Legal Domicile

Principal Officer

KEVIN DYERLY

Phone

9097488180

Tax Period

2019-07-01 to 2020-06-30

Mission

DEVELOP FINANCIAL SUPPORT FOR LEADERS INTERESTED IN PROMOTING JUSTICE, PEACE, & HOLISTIC APPROACH.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $95,349

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $95,349

Other Expenses $0

TOTAL EXPENSES $95,349

Year-over-Year Comparison

	2019	2018	Change
Revenue	N/A	$200,200	-1.0%
Expenses	$95,349	$279,122	-0.7%
Net Income	N/A	$-78,922	N/A

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

$556,455

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE CAIRNS	VICE PRESIDENT (THRU 10/03/19)	2.00	Officer	$0	$5,381	$270,304
JIM MCDONALD	PRESIDENT	2.00	Officer	$0	$8,072	$158,137
JANA CHILDERS	VICE PRESIDENT	2.00	Officer	$0	$4,035	$128,014
ENITAN ADESANYA	CHAIR	1.00	Officer Director	$0	$0	$0
MARY LYNN TOBIN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MARY LOUISE MCCULLOUGH	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN HOKENSTAD	TREASURER	1.00	Officer Director	$0	$0	$0
ALVIN MCLEAN	DIRECTOR (THRU 12/19)	1.00	Director	$0	$0	$0
ADLAI AMOR	DIRECTOR	1.00	Director	$0	$0	$0
KEN HENDERSON	DIRECTOR	1.00	Director	$0	$0	$0
DAVE HUTING	DIRECTOR	1.00	Director	$0	$0	$0
RICK SNYDER	DIRECTOR (THRU 12/19)	1.00	Director	$0	$0	$0
AIMEE MOISO	DIRECTOR (THRU 07/01/19)	1.00	Director	$0	$0	$0
CANDY UNRUH	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
2020	No data	$95,349	No data	No data
2019	$200,200	$279,122	$119,872	$-78,922
2018	$329,034	$166,610	$194,750	$162,424

ALEXANDER MONTGOMERY FOUNDATION