Going To The Sun Rally (EIN 202338033) - 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

2005

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Going To The Sun Rally, founded in 2005, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2023. Expenses of $1.4M exceeded revenue, resulting in a 16% operating deficit.

Mission

The Rallies are conducted for the benefit of Montana Charities and charities in other states where the rallies are held.

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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 $426,987

Program Service Revenue $770,232

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,197,219

Expense Breakdown

Grants Paid $83,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,365,896

Other Expenses $1,304,739

TOTAL EXPENSES $1,388,239

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,197,219	$1,248,869	0.0%
Expenses	$1,388,239	$1,300,975	+0.1%
Net Income	$-191,020	$-52,106	+2.7%

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

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
Peter Schick	Director	0.50	Director	$0	$0	$0
Scott McPherson	Director	0.50	Director	$0	$0	$0
Brian Dolan	Secretary	0.50	Officer Director	$0	$0	$0
James Dolan	Chairperson	1.00	Officer Director	$0	$0	$0
William M Brewster III	Treasurer	5.00	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
2024	No data	No data	No data	No data
2023	$1,197,219	$1,388,239	$10,506,451	$-191,020
2022	$1,248,869	$1,300,975	$10,579,023	$-52,106
2021	$1,181,932	$977,587	$10,899,422	$204,345
2020	$10,151,919	$216,228	$10,518,693	$9,935,691
2019	$1,063,672	$718,337	$595,330	$345,335
2018	$849,700	$752,184	$218,250	$97,516

Going To The Sun Rally