RED LODGE AREA COMMUNITY FOUNDATION (EIN 200192255) - Form 990 Financial Analysis & Trantor Score

🔒

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

2003

Legal Domicile

Principal Officer

TRACY TIMMONS

Phone

4064462820

Tax Period

2023-01-01 to 2023-12-31

RED LODGE AREA COMMUNITY FOUNDATION, founded in 2003, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.0M in total revenue in fiscal year 2023. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $3.5M exceeded revenue, resulting in a 16% operating deficit.

Mission

SEE SCH O

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $2,745,181

Program Service Revenue $126,613

Investment Income $5,836

Other Revenue $165,919

TOTAL REVENUE $3,043,549

Expense Breakdown

Grants Paid $1,826,621

Salaries & Benefits $1,037,107

Fundraising Expenses $105,125

Program Expenses $3,154,991

Other Expenses $672,213

TOTAL EXPENSES $3,535,941

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,043,549	$4,406,019	-0.3%
Expenses	$3,535,941	$3,740,905	-0.1%
Net Income	$-492,392	$665,114	-1.7%

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

Volunteers

257

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

$103,886

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JO ANN EDER	FIRST PAST PRESIDENT	4.00	Director	$0	$0	$0
KATHLEEN DELAHANTY	DIRECTOR	2.00	Director	$0	$0	$0
ALAN SCHUYLER	DIRECTOR	1.00	Director	$0	$0	$0
STEVE HANSON	SECRETARY	1.00	Officer Director	$0	$0	$0
DON REDFOOT	DIRECTOR	1.00	Director	$0	$0	$0
MERV COLEMAN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MARK SCHUBERT	TREASURER	1.00	Officer Director	$0	$0	$0
KATE BELINDA	DIRECTOR	1.00	Director	$0	$0	$0
TARA MASTEL	CHAIR	1.00	Officer Director	$0	$0	$0
CHRIS LORASH	CO-TREASURER	1.00	Officer Director	$0	$0	$0
JANET PETERSON	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE BALDWIN	DIRECTOR	1.00	Director	$0	$0	$0
ABBY LOTZ	DIRECTOR	1.00	Director	$0	$0	$0
JACKIE OGG	DIRECTOR	1.00	Director	$0	$0	$0
CONNIE BAEHR	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD NOLAN	DIRECTOR	1.00	Director	$0	$0	$0
TRACY TIMMONS	EXECUTIVE DIRECTOR	40.00	Officer	$103,886	$0	$103,886

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	No data	No data	No data	No data
2023	$3,043,549	$3,535,941	$2,359,064	$-492,392
2022	$4,406,019	$3,740,905	$2,935,918	$665,114
2021	$2,068,074	$2,145,703	$2,256,347	$-77,629
2020	$2,032,750	$1,666,346	$2,191,023	$366,404
2019	$1,246,107	$1,391,249	$1,609,330	$-145,142
2018	$1,282,392	$1,266,581	$1,915,241	$15,811
2017	$1,371,937	$1,099,785	$1,754,288	$272,152

RED LODGE AREA COMMUNITY FOUNDATION