Montana Family Foundation Inc (EIN 201637490) - 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

2004

Legal Domicile

Phone

4066281141

Tax Period

2023-01-01 to 2023-12-31

Montana Family Foundation Inc, founded in 2004, is a small nonprofit in the Public & Societal Benefit sector that reported $142K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Expenses of $172K exceeded revenue, resulting in a 21% operating deficit.

Mission

Supporting, protecting, and strengthening Montana families by promoting pro-family values.

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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 $133,478

Program Service Revenue $0

Investment Income $62

Other Revenue $8,246

TOTAL REVENUE $141,786

Expense Breakdown

Grants Paid $310

Salaries & Benefits $104,686

Fundraising Expenses $18,356

Program Expenses $131,095

Other Expenses $66,928

TOTAL EXPENSES $171,924

Year-over-Year Comparison

	2023	2022	Change
Revenue	$141,786	$161,287	-0.1%
Expenses	$171,924	$157,812	+0.1%
Net Income	$-30,138	$3,475	-9.7%

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

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

$151,455

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	Secretary	1.0	Officer Director	$0	$0	$0
N/A	Treasurer (part year)	1.0	Officer Director	$0	$0	$0
N/A	Chair & Treasurer	1.0	Officer Director	$0	$0	$0
N/A	Vice Chair	1.0	Officer Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	President/ CEO	8.0	Officer	$30,291	$0	$151,455
N/A	Attorney	8.0	Highest	$26,800	$0	$134,000

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	$141,786	$171,924	$35,975	$-30,138
2022	$161,287	$157,812	$27,188	$3,475
2021	$139,206	$120,510	$63,636	$18,696

Montana Family Foundation Inc