MONTFORT FOUNDATION

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2022

Legal Domicile

Principal Officer

ENRIQUE MORENO JR

Phone

2818269838

Tax Period

2024-01-01 to 2024-12-31

MONTFORT FOUNDATION, founded in 2022, is a micro nonprofit in the Human Services sector that reported $47K in total revenue in fiscal year 2024.

Mission

FINANCIALLY ASSISTING PERSONS WHO ARE IMPOVERISHED, DESTITUTE, OR ARE EXPERIENCING CATASTROPHIC LOSSES.

Program Service Accomplishments

Program 1

Expenses: $8,779

PURCHASE OF EQUIPMENT FOR A CHURCH OF WHICH I AM NOT A DIRECTOR.

Program 2

Expenses: $2,175

FINANCIAL ASSISTANCE FOR THOSE IN NEED OR OF LOW ECONOMIC MEANS. THE ORGANIZATION PROVIDED DIRECT ASSISTANCE TO EIGHT INDIVIDUALS EXPERIENCING FINANCIAL HARSDHIP. SUPPORT INCLUDED BUT WAS NOT LIMITED TO EMERGENCY SUPPLIES AND OTHER ESSENTIAL GOODS AIMED AT IMPROVING QUALITY OF LIFE AND ALLEVIATING POVERTY. EACH CASE WAS ASSESSED INDIVIDUALLY TO ENSURE AID WAS PROVIDED EFFECTIVELY AND IN ALIGNMENT WITH THE ORGANIZATION'S CHARITABLE MISSION

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $8,779

Program Service Revenue $0

Investment Income $30,656

Other Revenue $7,700

TOTAL REVENUE $47,135

Expense Breakdown

Grants Paid $10,954

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,954

Other Expenses $36,140

TOTAL EXPENSES $47,094

Year-over-Year Comparison

	2024	2023	Change
Revenue	$47,135	N/A	N/A
Expenses	$47,094	N/A	N/A
Net Income	$41	N/A	N/A

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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
ENRIQUE MORENO JR	PRESIDENT	1.00	Officer Director	$0	$0	$0
JORGE ARMENDARIZ	DIRECTOR	0.00	Director	$0	$0	$0
ADAN ARMENDARIZ	DIRECTOR	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
2024	$47,135	$47,094	$41	$41