MONTICELLO COMMUNITY FOUNDATION (EIN 881542187) - 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

2022

Legal Domicile

Phone

2177629431

Tax Period

2024-01-01 to 2024-12-31

MONTICELLO COMMUNITY FOUNDATION, founded in 2022, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $22K in total revenue in fiscal year 2024. The organization ran a surplus of $20K, a strong 91% operating margin.

Mission

PROVIDING ASSISTANCE TO LOCAL CHARITIES

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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 $0

Program Service Revenue $0

Investment Income $20,513

Other Revenue $1,125

TOTAL REVENUE $21,638

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,883

Other Expenses $1,883

TOTAL EXPENSES $1,883

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,638	N/A	N/A
Expenses	$1,883	N/A	N/A
Net Income	$19,755	N/A	N/A

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

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
MICHAEL W ATWOOD	President	1.00	Director	$0	$0	$0
STEVE TENHOUSE	Trustee	0.00	Director	$0	$0	$0
WILLIAM F TRACY II	Vice President	1.00	Director	$0	$0	$0
BRENDA TIMMIONS	Trustee	0.00	Director	$0	$0	$0
GARY D HUISINGA	Treasurer	1.00	Director	$0	$0	$0
KENNEDY K HUTSON	Secretary	1.00	Director	$0	$0	$0
KELLY FINET	Trustee	0.00	Director	$0	$0	$0
ED EWALD	Trustee	0.00	Director	$0	$0	$0
KEVIN FEENEY	Trustee	0.00	Director	$0	$0	$0
LUKE FEENEY	Trustee	0.00	Director	$0	$0	$0
LARRY STEPHENS JR	Trustee	0.00	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	No data	No data	No data	No data
2024	$21,638	$1,883	$564,210	$19,755

MONTICELLO COMMUNITY FOUNDATION