THE MONTGOMERY HOME INC

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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

2021

Principal Officer

DAVID KING

Tax Period

2023-01-01 to 2023-12-31

THE MONTGOMERY HOME INC, founded in 2021, is a small nonprofit in the Health Care sector that reported $250K in total revenue in fiscal year 2023. Revenue fell 42% from the prior year — a significant decline worth monitoring. Expenses of $222K left a modest 11% surplus.

Mission

TO PROVIDE NURSING CARE AND SHELTER FOR THOSE IN THE ELDERLY COMMUNITY IN THE PALACIOS AREA.

Program Service Accomplishments

Program 1

Revenue: $33,953

TO MAINTAIN AND PROVIDE THE COMFORT AND CARE OF THOSE LIVING AT THE FACILITIES THROUGH 24 HOUR ON STAFF ASSISTANCE AND CONSULTANTS.

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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 $212,276

Program Service Revenue $33,953

Investment Income $0

Other Revenue $3,859

TOTAL REVENUE $250,088

Expense Breakdown

Grants Paid $0

Salaries & Benefits $78,118

Fundraising Expenses $0

Program Expenses $222,023

Other Expenses $143,905

TOTAL EXPENSES $222,023

Year-over-Year Comparison

	2023	2022	Change
Revenue	$250,088	$434,013	-0.4%
Expenses	$222,023	$92,056	+1.4%
Net Income	$28,065	$341,957	-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

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
MATTHEW GORE	VICE-PRESIDE	N/A	Officer Director	$0	$0	$0
LESLEY HARTMAN	SECRETARY-TR	N/A	Director	$0	$0	$0
DAVID KING	PRESIDENT	N/A	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$250,088	$222,023	$667,581	$28,065
2022	$434,013	$92,056	$567,227	$341,957
2021	$226,400	$1,130	$225,270	$225,270