MONTGOMERY PREPARATORY ACADEMY (EIN 824652418) - 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

C David Massa

Tax Period

2024-07-01 to 2025-06-30

MONTGOMERY PREPARATORY ACADEMY, founded in 2018, is a community nonprofit in the Education sector that reported $3.1M in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring.

Mission

To provide opportunities for educational choice to students and families of this community. The organization is primarily engaged in providing instructional services to enrolled students in Grades K-8.

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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 $3,117,362

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,117,362

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,348,313

Fundraising Expenses $0

Program Expenses $3,419,341

Other Expenses $2,071,028

TOTAL EXPENSES $3,419,341

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,117,362	$4,084,591	-0.2%
Expenses	$3,419,341	$4,210,686	-0.2%
Net Income	$-301,979	$-126,095	+1.4%

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
Gerritt Hoppe	Board Member	1.00	Director	$0	$0	$0
Christopher Bernstein	Board Member	1.0	Director	$0	$0	$0
J Leach	Board Member	1.0	Director	$0	$0	$0
Shirley Wilkerson	Board President	2.0	Director	$0	$0	$0
Freddie Fields	Board Member	1.0	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	$3,117,362	$3,419,341	$1,346,983	$-301,979
2024	No data	No data	No data	No data
2023	$3,820,074	$3,805,554	$1,799,110	$14,520
2022	$3,433,604	$3,505,681	$1,834,598	$-72,077
2021	$2,949,425	$3,263,189	$1,902,473	$-313,764
2020	$2,533,326	$2,973,778	$1,536,012	$-440,452
2019	$1,768,636	$2,149,301	$218,323	$-380,665

MONTGOMERY PREPARATORY ACADEMY