GINA ROSE MONTALTO MEMORIAL FOUNDATION INC (EIN 824612617) - 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

2018

Legal Domicile

Principal Officer

ANTHONY MONTALTO

Phone

9542614262

Tax Period

2024-01-01 to 2024-12-31

GINA ROSE MONTALTO MEMORIAL FOUNDATION INC, founded in 2018, is a small nonprofit in the Education sector that reported $113K in total revenue in fiscal year 2024. Revenue fell 29% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $75K, a strong 66% operating margin.

Mission

GINA ROSE MONTALTO MEMORIAL FOUNDATION MISSION IS TO AWARD SCHOLARSHIP FUNDS TO HELP STUDENTS WITH POST-SECONDARY EDUCATION & MAKE CHARITABLE DONATIONS TO CAUSES GINA SUPPORTED.

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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 $64,449

Program Service Revenue $0

Investment Income $48,883

Other Revenue $0

TOTAL REVENUE $113,332

Expense Breakdown

Grants Paid $29,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,414

Other Expenses $8,992

TOTAL EXPENSES $37,992

Year-over-Year Comparison

	2024	2023	Change
Revenue	$113,332	$159,262	-0.3%
Expenses	$37,992	$135,436	-0.7%
Net Income	$75,340	$23,826	+2.2%

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
ANTHONY V MONTALTO	PRESIDENT	1.00	Officer Director	$0	$0	$0
JENNIFER D MONTALTO	VICE PRESIDENT & SECRETARY	1.00	Officer Director	$0	$0	$0
ANTHONY V MONTALTO SR	TREASURER	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	$113,332	$37,992	$1,356,986	$75,340
2023	$159,262	$135,436	$1,182,186	$23,826
2022	$163,607	$24,235	$1,147,784	$139,372
2021	$176,389	$86,093	$1,158,682	$90,296
2020	$164,380	$38,230	$968,870	$126,150
2019	$103,134	$17,325	$728,700	$85,809
2018	$572,788	$3,215	$552,495	$569,573

GINA ROSE MONTALTO MEMORIAL FOUNDATION INC