MONTPELIER EAGLES 2246 BENEVOLENT ASSOCIATION (EIN 830928013) - 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

DOUG SUMMERS

Phone

4194854415

Tax Period

2024-06-01 to 2025-05-31

MONTPELIER EAGLES 2246 BENEVOLENT ASSOCIATION, founded in 2018, is a small nonprofit in the Community Improvement sector that reported $268K in total revenue in fiscal year 2024. Revenue surged 68% from the prior year, signaling strong growth momentum. Expenses of $247K left a modest 8% surplus.

Mission

TO SERVE THE COMMUNITY SERVICES BY PROVIDING FUNDING TO BUT NOT LIMITED TO FIRE; POLICE; EDUCATIONAL FACILITIES; FRATERNAL; AND VETERANS ORGANIZATIONS; COMMUNITY PRESERVATION; YOUTH ACTIVITIES; ANIMAL ORGANIZATIONS; HEALTH ORGANIZATIONS AND NEEDY FAMILIES.

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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 $267,656

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $267,656

Expense Breakdown

Grants Paid $246,515

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $247,090

Other Expenses $575

TOTAL EXPENSES $247,090

Year-over-Year Comparison

	2024	2023	Change
Revenue	$267,656	$158,908	+0.7%
Expenses	$247,090	$148,294	+0.7%
Net Income	$20,566	$10,614	+0.9%

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
BILL HEAD	PRESIDENT	1.00	Officer Director	$0	$0	$0
TONY HEPHNER	TRUSTEE	1.00	Director	$0	$0	$0
REX SMITH	TRUSTEE	1.00	Director	$0	$0	$0
DOUG SUMMERS	TREASURER	1.00	Officer 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	$267,656	$247,090	$44,343	$20,566
2024	$158,908	$148,294	$23,777	$10,614
2023	$201,335	$196,870	$13,163	$4,465

MONTPELIER EAGLES 2246 BENEVOLENT ASSOCIATION