FLATHEAD COMMUNITY FOUNDATION INC (EIN 203153511) - 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

Phone

4062531308

Tax Period

2020-01-01 to 2020-12-31

FLATHEAD COMMUNITY FOUNDATION INC, founded in 2005, is a small nonprofit that reported $242K in total revenue in fiscal year 2020. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $273K exceeded revenue, resulting in a 13% operating deficit.

Mission

MISSION: TO ENRICH THE LIVES OF PRESENT AND FUTURE GENERATIONS BY SUPPORTING PHILANTHROPY IN THE COMMUNITIES WE SERVE BY GATHERING DONORS' GIFTS IN PERMANENT ENDOWMENTS OR PASS-THROUGH FUNDS; GROWING INDIVIDUAL FUNDS THROUGH WISE INVESTMENT MANAGEMENT; AND DISTRIBUTING FUND PROCEEDS ACCORDING TO DONOR WISHES THROUGH GRANTS TO LOCAL CHARITIES.

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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 (2020)

Revenue Breakdown

Contributions & Grants $203,102

Program Service Revenue $0

Investment Income $38,503

Other Revenue $0

TOTAL REVENUE $241,605

Expense Breakdown

Grants Paid $100,240

Salaries & Benefits $58,395

Fundraising Expenses $1,716

Program Expenses $260,756

Other Expenses $114,161

TOTAL EXPENSES $272,796

Year-over-Year Comparison

	2020	2019	Change
Revenue	$241,605	$498,644	-0.5%
Expenses	$272,796	$552,951	-0.5%
Net Income	$-31,191	$-54,307	-0.4%

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

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	Role	Reportable Comp	Other Comp	Total
ERIC HANSON	Vice President	Director	$0	$0	$0
JEFF LEWIS	Director	Director	$0	$0	$0
KATY CROFT	President	Officer Director	$0	$0	$0
JOSH BOYCE	President	Officer Director	$0	$0	$0
TYLER WEBER	Director	Director	$0	$0	$0
KRISTA LAMMERS	Secretary	Officer Director	$0	$0	$0
MARCIA SPANO	Director	Director	$0	$0	$0
STEPHANIE JUNEAU	Secretary	Director	$0	$0	$0
DOROTHY MEYER	Director	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
2020	$241,605	$272,796	No data	$-31,191
2019	$498,644	$552,951	$1,131,720	$-54,307
2018	$488,945	$464,732	$1,152,541	$24,213

FLATHEAD COMMUNITY FOUNDATION INC