RENEE MONTGOMERY FOUNDATION INC (EIN 832682676) - 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

2019

Legal Domicile

Principal Officer

RENEE MONTGOMERY

Phone

3045950596

Tax Period

2023-01-01 to 2023-12-31

RENEE MONTGOMERY FOUNDATION INC, founded in 2019, is a micro nonprofit in the Youth Development sector that reported $65K in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $15K, a strong 23% operating margin.

Mission

The Foundation was started in 2019 as an effort to serve the community of Atlanta. As a whole every initiative strives to promote love, positivity, and equality to all.

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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 (2023)

Revenue Breakdown

Contributions & Grants $65,256

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $65,256

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $50,088

TOTAL EXPENSES $50,088

Year-over-Year Comparison

	2023	2022	Change
Revenue	$65,256	$85,208	-0.2%
Expenses	$50,088	$66,880	-0.3%
Net Income	$15,168	$18,328	-0.2%

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

N/A

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
RENEE MONTGOMERY	CEO	040.00	Director	$0	$0	$0
LORI ALLEN	COO	040.00	Director	$0	$0	$0
PAUL GUARINO	CFO	040.00	Director	$0	$0	$0
BERTLELA MONTGOMERY	BOARD MEMBER	020.00	Director	$0	$0	$0
TANGELA PARKER	BOARD MEMBER	020.00	Director	$0	$0	$0
SIRENA GRACE	PR MANAGER	040.00	Officer	$0	$0	$0
NICOLE YOUNG	DIRECTOR	040.00	Officer	$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	No data	No data	No data	No data
2023	$65,256	$50,088	$34,215	$15,168
2022	$85,208	$66,880	$19,047	$18,328
2021	$25,609	$40,813	$-15,204	$-15,204
2021	$25,504	$40,813	$719	$-15,309

RENEE MONTGOMERY FOUNDATION INC