FOUNDATION FOR A RESILIENT MONTPELIER INC (EIN 832812482) - 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

SARAH JARVIS

Phone

8022235191

Tax Period

2024-07-01 to 2025-06-30

FOUNDATION FOR A RESILIENT MONTPELIER INC, founded in 2018, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $124K in total revenue in fiscal year 2024. Revenue fell 93% from the prior year — a significant decline worth monitoring. Expenses of $107K left a modest 13% surplus.

Mission

TO ENHANCE OUR COMMUNITY'S ABILITY TO MAKE VALUABLE CAPITAL INVESTMENTS TO IMPROVE THE QUALITY OF LIFE FOR LOCAL RESIDENTS AND VISITORS.

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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 $113,051

Program Service Revenue $0

Investment Income $10,689

Other Revenue $0

TOTAL REVENUE $123,740

Expense Breakdown

Grants Paid $102,645

Salaries & Benefits $0

Fundraising Expenses $96

Program Expenses $102,645

Other Expenses $4,841

TOTAL EXPENSES $107,486

Year-over-Year Comparison

	2024	2023	Change
Revenue	$123,740	$1,702,614	-0.9%
Expenses	$107,486	$1,344,732	-0.9%
Net Income	$16,254	$357,882	-1.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH JARVIS	CHAIR	2.00	Officer Director	$0	$0	$0
PAUL COSTELLO	VICE CHAIR	3.00	Officer Director	$0	$0	$0
TIM HENEY	TREASURER	1.00	Officer Director	$0	$0	$0
KAREN FREEMAN	SECRETARY	2.00	Officer Director	$0	$0	$0
BEN DOYLE	BOARD MEMBER	3.00	Director	$0	$0	$0
JOHN HOLLAR	BOARD MEMBER	0.50	Director	$0	$0	$0
TOM GOLONKA	BOARD MEMBER	0.50	Director	$0	$0	$0
ED FLANAGAN	BOARD MEMBER	0.50	Director	$0	$0	$0
JUSTIN BARNARD	BOARD MEMBER	2.00	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
2025	$123,740	$107,486	$671,135	$16,254
2024	No data	No data	No data	No data
2023	$17,670	$26,575	$275,776	$-8,905
2022	$150,886	$45,426	$289,551	$105,460
2021	$18,650	$19,884	$214,590	$-1,234
2020	$233,933	$207,582	$184,884	$26,351

FOUNDATION FOR A RESILIENT MONTPELIER INC