ONTARIO-MONTCLAIR SCHOOLS FOUNDATION (EIN 900716973) - 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

2011

Legal Domicile

Principal Officer

FELIX MELENDEZ

Phone

9094186331

Tax Period

2023-07-01 to 2024-06-30

ONTARIO-MONTCLAIR SCHOOLS FOUNDATION, founded in 2011, is a small nonprofit in the Education sector that reported $254K in total revenue in fiscal year 2023. Expenses of $303K exceeded revenue, resulting in a 19% operating deficit.

Mission

TO SUPPORT THE EDUCATION OF ONTARIO-MONTCLAIR STUDENTS.

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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 $213,025

Program Service Revenue $0

Investment Income $61

Other Revenue $40,739

TOTAL REVENUE $253,825

Expense Breakdown

Grants Paid $34,368

Salaries & Benefits $0

Fundraising Expenses $2,711

Program Expenses $276,610

Other Expenses $268,465

TOTAL EXPENSES $302,833

Year-over-Year Comparison

	2023	2022	Change
Revenue	$253,825	$246,287	+0.0%
Expenses	$302,833	$275,883	+0.1%
Net Income	$-49,008	$-29,596	+0.7%

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

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

$208,593

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANNY DE LA MORA	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
RUDY LOPEZ	MEMBER	1.00	Director	$0	$0	$0
ALBERT MALDONADO	PRESIDENT	1.00	Officer Director	$0	$0	$0
GARY OVITT	MEMBER	1.00	Director	$0	$0	$0
JENNIFER MCLAIN	MEMBER	1.00	Director	$0	$0	$0
TONY CRUTCHFIELD	TREASURER	1.00	Officer Director	$0	$0	$0
AHMAD MOHAMMAD	MEMBER	1.00	Director	$0	$0	$0
MICHAEL GERKEN	MEMBER	1.00	Director	$0	$0	$0
FELIX MELENDEZ	OMSF DIRECTOR	38.00	Officer	$0	$18,802	$208,593

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	$253,825	$302,833	$1,638,478	$-49,008
2023	$246,287	$275,883	$1,538,564	$-29,596
2022	$444,097	$265,666	$1,548,429	$178,431
2021	$266,274	$160,941	$1,478,728	$105,333
2020	$507,309	$285,291	$1,254,118	$222,018
2019	$476,387	$231,156	$1,005,575	$245,231

ONTARIO-MONTCLAIR SCHOOLS FOUNDATION