SOL Y LUNA FOUNDATION USA INC C/O JOHN MONTGOMERY (EIN 994554002) - 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

2024

Legal Domicile

Principal Officer

JOHN MONTGOMERY

Phone

8015809256

Tax Period

2025-01-01 to 2025-12-31

SOL Y LUNA FOUNDATION USA INC C/O JOHN MONTGOMERY, founded in 2024, is a small nonprofit in the Education sector that reported $252K in total revenue in fiscal year 2025. Revenue surged 2368% from the prior year, signaling strong growth momentum. The organization ran a surplus of $132K, a strong 52% operating margin.

Mission

SOL Y LUNA HAS SEVERAL MISSIONS: 1. EDUCATING DISADVANTAGED CHILDREN IN PERUS SACRED VALLEY 2. SOL Y LUNA HOME IS AN ORPHANAGE THAT PROVIDES A LOVING AND SAFE HOME FOR PERUVIAN CHILDREN WHO HAVE BEEN VICTIMS OF ABUSE OR ABANDONMENT. 3. PAQARI IS A CENTER THAT PROVIDES DISABLED CHILDREN THERAPY AND REHABILITATION ACCORDING TO THEIR NEEDS, AS WELL AS SPECIAL ACADEMIC EDUCATION, PSYCHOLOGICAL COUNSELLING AND SOCIAL 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 (2025)

Revenue Breakdown

Contributions & Grants $251,735

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $251,735

Expense Breakdown

Grants Paid $120,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $120,000

Other Expenses $220

TOTAL EXPENSES $120,220

Year-over-Year Comparison

	2025	2024	Change
Revenue	$251,735	$10,200	+23.7%
Expenses	$120,220	N/A	N/A
Net Income	$131,515	$10,200	+11.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CORA MONTGOMERY	DIRECTOR	N/A	Director	$0	$0	$0
ERYNN EKINS MONTGOMERY	DIRECTOR	N/A	Director	$0	$0	$0
JOHN MONTGOMERY	PRESIDENT	N/A	Officer 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	$251,735	$120,220	$141,715	$131,515

SOL Y LUNA FOUNDATION USA INC C/O JOHN MONTGOMERY