MONTLAKE FUTURES FUND (EIN 873396900) - 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

2021

Legal Domicile

Principal Officer

GERALD SWANSON

Phone

2069733780

Tax Period

2024-07-01 to 2025-06-30

MONTLAKE FUTURES FUND, founded in 2021, is a mid-sized nonprofit in the Education sector that reported $44.3M in total revenue in fiscal year 2024. Revenue surged 601% from the prior year, signaling strong growth momentum.

Mission

MONTLAKE FUTURES DEVELOPS NAME, IMAGE, AND LIKENESS OPPORTUNITIES THAT BENEFIT THE MISSIONS OF 501(C)(3) ORGANIZATIONS AND PROVIDE EDUCATIONAL EXPERIENCES FOR UNIVERSITY OF WASHINGTON STUDENT-ATHLETES.

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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 $44,384,740

Program Service Revenue $0

Investment Income $-37,652

Other Revenue $0

TOTAL REVENUE $44,347,088

Expense Breakdown

Grants Paid $0

Salaries & Benefits $389,897

Fundraising Expenses $360,476

Program Expenses $43,875,324

Other Expenses $43,992,566

TOTAL EXPENSES $44,382,463

Year-over-Year Comparison

	2024	2023	Change
Revenue	$44,347,088	$6,322,633	+6.0%
Expenses	$44,382,463	$8,667,634	+4.1%
Net Income	$-35,375	$-2,345,001	-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

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

$326,124

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GERALD SWANSON	PRESIDENT	10.00	Officer Director	$0	$0	$0
MINDY BLAKESLEE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
TIFFANY BAIRD-GIROUARD	SECRETARY	2.00	Officer Director	$0	$0	$0
FANNY GREEN	TREASURER	2.00	Officer Director	$0	$0	$0
ANDREW MINEAR	EXECUTIVE DIRECTOR	26.00	Officer	$319,053	$7,071	$326,124

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	$44,347,088	$44,382,463	$233,276	$-35,375
2024	No data	No data	No data	No data
2023	$4,895,890	$3,505,190	$3,084,838	$1,390,700
2022	$2,022,499	$312,206	$1,688,855	$1,710,293

MONTLAKE FUTURES FUND