Is Montfort Academy Legit?

Quick charity verification for Montfort Academy (EIN: 134037507)

Verdict: Montfort Academy appears trustworthy

75/100Mission Score

$2.8MRevenue

$2.5MAssets

2Red Flags

3Strengths

Red Flags

Inconsistent financial surpluses, with several years showing expenses exceeding revenue (e.g., 202206, 202006).
Historically high liabilities relative to assets, though this trend has improved in recent years.

Strengths

Consistent reporting of 0% officer compensation, indicating efficient use of funds in this area.
Significant growth in assets over the past five years, from $281,625 in 201906 to $2,213,990 in 202306.
Long history of IRS 990 filings (14 filings), demonstrating a commitment to transparency.

Spending Breakdown

How Montfort Academy allocates its funds across programs, administration, and fundraising.

80%

Program Spending

Healthy — majority goes to mission

15%

Admin Costs

Reasonable — admin costs in check

Fundraising

Within typical range

How to read this: Well-run charities typically spend 75% or more on programs, keep admin under 25%, and fundraising under 15%. A high program ratio means more of every dollar goes directly to the mission.

How to Interpret This Report

What Red Flags Mean

Red flags are potential warning signs identified by AI analysis of IRS 990 filings. They may indicate issues like declining revenue, high executive pay relative to program spending, lack of transparency, or governance concerns. A single red flag does not necessarily mean an organization is untrustworthy, but multiple flags warrant further investigation before donating.

What Mission Score Measures

The Mission Score (0-100) evaluates how effectively a nonprofit fulfills its stated purpose. It combines multiple factors: program spending efficiency (how much goes to programs vs. overhead), financial health and sustainability, governance quality, transparency in reporting, and consistency of operations over time. A score of 70+ indicates strong alignment with the organization’s mission.

Using This Data for Donation Decisions

Use this report as one input in your decision. Look at the overall Mission Score for a quick assessment, review red flags and strengths for specific concerns, check the spending breakdown to see where money goes, and compare executive compensation to the organization’s size. Consider viewing the full transparency report for deeper analysis, and always verify tax-exempt status with the IRS before making large donations.

Frequently Asked Questions about Montfort Academy

Is Montfort Academy a legitimate charity?

Based on AI analysis of IRS 990 filings, Montfort Academy (EIN: 134037507) appears trustworthy. Mission Score: 75/100. 2 red flags identified, 3 strengths noted.

Is Montfort Academy a good charity to donate to?

Montfort Academy has a Mission Score of 75/100. Revenue: $2.8M. Assets: $2.5M. Review the full transparency report for detailed spending breakdown and executive compensation analysis.

What is the EIN for Montfort Academy?

The Employer Identification Number (EIN) for Montfort Academy is 134037507. This is the unique tax ID assigned by the IRS.

What is a Mission Score?

The Mission Score is a 0-100 rating that measures how effectively a nonprofit fulfills its stated mission. It factors in program spending efficiency, financial transparency, governance practices, and outcome reporting. Scores above 70 indicate strong mission alignment, 40-69 suggest mixed performance, and below 40 signals potential concerns.

How does Montfort Academy spend its money?

Montfort Academy allocates 80% to programs, 15% to administration, and 5% to fundraising. Healthy nonprofits typically spend 75%+ on programs.

How can I verify Montfort Academy's tax-exempt status?

You can verify Montfort Academy's tax-exempt status using EIN 134037507 on the IRS Tax Exempt Organization Search (TEOS) at apps.irs.gov/app/eos. You can also request copies of their Form 990 directly from the organization, as they are required by law to provide them upon request.

AI Transparency Report

Montfort Academy demonstrates a generally stable financial position, with recent filings showing consistent revenue generation. In the 202306 period, the organization reported revenues of $2,526,677 against expenses of $2,484,138, indicating a slight surplus. However, the organization has experienced fluctuations in its financial health over the years, with some periods showing expenses exceeding revenue, such as in 202206 ($1,987,388 revenue vs. $2,061,569 expenses) and 202006 ($1,641,015 revenue vs. $1,795,862 expenses). This suggests a need for careful financial management to maintain long-term sustainability. The organization's assets have shown growth, reaching $2,213,990 in 202306, which is a positive trend compared to earlier years like 201906 when assets were only $281,625.

Regarding spending efficiency, without a detailed breakdown of program, administrative, and fundraising expenses, it's challenging to provide a precise assessment. However, the consistent reporting of 0% officer compensation across all available filings suggests a commitment to minimizing overhead in this specific area. The organization's liabilities have also been substantial, often exceeding assets in earlier periods, though recent filings show assets beginning to outpace liabilities, indicating improved financial footing. For instance, in 202306, assets were $2,213,990 while liabilities were $1,870,133.

Transparency appears to be adequate given the availability of 14 years of IRS 990 filings. The consistent reporting of key financial metrics allows for a historical analysis of the organization's performance. However, a more detailed breakdown of functional expenses within the 990s would further enhance transparency and allow for a more granular assessment of spending efficiency across different categories.

View Full Transparency Report →

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.