Gregory Hugh Montgomery Jr Foundation for Ultimate (EIN 853240296) - 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

2020

Legal Domicile

Phone

9735079783

Tax Period

2024-01-01 to 2024-12-31

Gregory Hugh Montgomery Jr Foundation for Ultimate, founded in 2020, is a small nonprofit in the Mental Health sector that reported $142K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year.

Mission

To support efforts to raise awareness about mental illness, bring aid to those afflicted and foster a community for the family and friends on their never ending quest for Ultimate Growth.

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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 $170,558

Program Service Revenue $0

Investment Income $0

Other Revenue $-28,540

TOTAL REVENUE $142,018

Expense Breakdown

Grants Paid $105,900

Salaries & Benefits $21,500

Fundraising Expenses $0

Program Expenses $140,845

Other Expenses $21,192

TOTAL EXPENSES $148,592

Year-over-Year Comparison

	2024	2023	Change
Revenue	$142,018	$151,029	-0.1%
Expenses	$148,592	$135,880	+0.1%
Net Income	$-6,574	$15,149	-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

N/A

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

$21,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Margot Moran	President	20.00	Officer	$21,500	$0	$21,500
Charles S Montgomery	Director	0.00	Director	$0	$0	$0
Gregory H Montgomery Sr	Treasurer	0.00	Officer	$0	$0	$0
Anne C Connell	Secretary	0.00	Officer	$0	$0	$0
Thomas J Moran V	Director of Marketing	5.00	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	$142,018	$148,592	$166,868	$-6,574
2023	$151,029	$135,880	$173,442	$15,149
2022	$152,203	$135,425	$158,293	$16,778
2021	$151,922	$48,829	$141,515	$103,093
2020	$42,717	$4,295	$38,422	$38,422

Gregory Hugh Montgomery Jr Foundation for Ultimate