Montair Foundation

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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

1992

Legal Domicile

Principal Officer

Kristen Andreatta

Phone

9258555100

Tax Period

2023-07-01 to 2024-06-30

Montair Foundation, founded in 1992, is a small nonprofit that reported $342K in total revenue in fiscal year 2023. Revenue fell 35% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $109K, a strong 32% operating margin.

Mission

The Montair Foundation is a 501(c)(3) non-profit organization dedicated to raising funds to maintain and enhance educational excellence at Montair Elementary School.

Program Service Accomplishments

Program 1

Expenses: $228,587

Funds raised by the Montair Foundation are used to support:Science Program: Funds are used to pay for science aid and the LifeLab program which gives students more hands-on science...

Funds raised by the Montair Foundation are used to support:Science Program: Funds are used to pay for science aid and the LifeLab program which gives students more hands-on science experience.Technology & Computer Lab: Funding pays for staffing the computer lab, providing tech support services for computer equipment throughout the school, and purchasing additional hardware and software as needed.Math Intervention: Providing Math Intervention to 1st - 5th grades for additional support.

Program 2

Vocal & Instrumental Music: All Kindergarteners have a vocal class once each week and all 3rd graders are introduced to instrumental music by learning to play the recorder.Drama Program: All 2nd...

Vocal & Instrumental Music: All Kindergarteners have a vocal class once each week and all 3rd graders are introduced to instrumental music by learning to play the recorder.Drama Program: All 2nd graders participate in the school's Drama Program and stage a performance for the school community.Paraprofessional Classroom Aides: Aides work directly with Kinder to 5th grade kids in small groups reducing the teacher student ratio.

Program 3

Library: Funding enables the library to remain open throughout the school day. State funding is so low that it does not cover a half-time position.Social and Emotional Development & Curriculum...

Library: Funding enables the library to remain open throughout the school day. State funding is so low that it does not cover a half-time position.Social and Emotional Development & Curriculum: Important social and emotional support programs help students learn critical resolution and leadership skills.Reading Intervention: Foundation matches other funds to provide intensive reading intervention for K - 5th graders who need additional support.

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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 $436,951

Program Service Revenue $0

Investment Income $60

Other Revenue $-94,528

TOTAL REVENUE $342,483

Expense Breakdown

Grants Paid $226,914

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $228,587

Other Expenses $6,619

TOTAL EXPENSES $233,533

Year-over-Year Comparison

	2023	2022	Change
Revenue	$342,483	$526,147	-0.3%
Expenses	$233,533	$355,907	-0.3%
Net Income	$108,950	$170,240	-0.4%

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

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
Kristen Andreatta	President	18.00	Officer Director	$0	$0	$0
Marisa Carr	Treasurer	5.00	Officer Director	$0	$0	$0
Gail Mullikin	Secretary	3.00	Officer Director	$0	$0	$0
Erin Carrigg	Fundraising	4.00	Officer Director	$0	$0	$0
Katie Dellamaggiore	Auction Co-Chr	7.00	Officer Director	$0	$0	$0
Alexandra Bergin	Auction Co-Chr	4.00	Officer Director	$0	$0	$0
Megan Keefer	Principal	0.50	Director	$0	$0	$0
Shannon Mullally	Teacher Rep	0.50	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	$342,483	$233,533	$918,976	$108,950
2023	$526,147	$355,907	$810,026	$170,240
2022	$540,334	$251,500	$639,786	$288,834
2021	$283,353	$205,813	$350,952	$77,540
2020	$407,443	$509,798	$273,412	$-102,355
2019	$420,881	$576,913	$394,134	$-156,032
2018	$501,788	$348,995	$550,166	$152,793
2017	$449,498	$274,493	$397,373	$175,005