Montrose Community Foundation (EIN 841128761) - 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

1989

Legal Domicile

Principal Officer

Diane Bridges

Phone

9702493900

Tax Period

2024-01-01 to 2024-12-31

Montrose Community Foundation, founded in 1989, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $548K, a strong 25% operating margin.

Mission

Community Foundation Whose Primary Purpose is to Support Local Non-Profit Organizations.

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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 $1,730,096

Program Service Revenue $247,407

Investment Income $235,385

Other Revenue $11,039

TOTAL REVENUE $2,223,927

Expense Breakdown

Grants Paid $1,354,008

Salaries & Benefits $98,327

Fundraising Expenses $1,404

Program Expenses $1,597,090

Other Expenses $223,364

TOTAL EXPENSES $1,675,699

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,223,927	$1,731,907	+0.3%
Expenses	$1,675,699	$1,298,391	+0.3%
Net Income	$548,228	$433,516	+0.3%

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

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

$60,115

Total Directors

$60,115

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Diane Bridges	Executive Director	40.00	Officer Director	$60,115	$0	$60,115
Sarah Abbott	Vice Chair & Secretary	3.00	Officer Director	$0	$0	$0
Steve Ball	Vice Chair	3.00	Officer Director	$0	$0	$0
Laird Landon	DIrector	3.00	Director	$0	$0	$0
David Mize	Director	3.00	Director	$0	$0	$0
Mark Smith	Director	3.00	Officer Director	$0	$0	$0
Ross Valdez	Secretary/Treasurer	3.00	Officer Director	$0	$0	$0
Scott Wittman	Chair	3.00	Officer Director	$0	$0	$0
Jenny Abbott	Director	3.00	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	$2,223,927	$1,675,699	$7,225,786	$548,228
2023	$1,731,907	$1,298,391	$6,380,253	$433,516
2022	$1,931,829	$935,646	$5,793,838	$996,183
2022	$479,705	$609,746	$5,549,233	$-130,041
2021	$1,369,036	$1,126,295	$5,671,195	$242,741
2020	$1,232,979	$1,195,403	$4,660,122	$37,576
2019	$1,584,619	$911,441	$4,718,996	$673,178
2018	$1,208,107	$876,364	$4,103,934	$331,743

Montrose Community Foundation