MONTANA 4-H FOUNDATION INC (EIN 237051460) - 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

1969

Legal Domicile

Principal Officer

JANE WOLERY

Phone

4069945911

Tax Period

2024-10-01 to 2025-09-30

MONTANA 4-H FOUNDATION INC, founded in 1969, is a small nonprofit that reported $818K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $244K, a strong 30% operating margin.

Mission

TO HELP 4-H YOUTH BY RAISING PRIVATE FUNDS, MANAGING FINANCIAL RESOURCES AND PARTNERING WITH THE MONTANA STATE UNIVERSITY EXTENSION SERVICE TO FUND EDUCATIONAL OPPORTUNITIES FOR MONTANA 4-H YOUTH, VOLUNTEER LEADERS AND STAFF.

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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 (2024)

Revenue Breakdown

Contributions & Grants $395,756

Program Service Revenue $8,892

Investment Income $394,966

Other Revenue $17,952

TOTAL REVENUE $817,566

Expense Breakdown

Grants Paid $137,581

Salaries & Benefits $0

Fundraising Expenses $71,943

Program Expenses $360,472

Other Expenses $435,539

TOTAL EXPENSES $573,120

Year-over-Year Comparison

	2024	2023	Change
Revenue	$817,566	$647,849	+0.3%
Expenses	$573,120	$502,203	+0.1%
Net Income	$244,446	$145,646	+0.7%

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

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

$105,371

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANE WOLERY	Executive Dir.	40.00	Officer	$0	$20,412	$105,371
RONI BAKER	President	1.00	Officer Director	$0	$0	$0
CARRIE TAYLOR	Director	1.00	Director	$0	$0	$0
AMANDA WILLIAMS	Secretary	1.00	Officer Director	$0	$0	$0
SEAN BENGOCHEA	Director	1.00	Director	$0	$0	$0
MARSHA GOETTING	Director	1.00	Director	$0	$0	$0
CATHY RATZBURG	Director	1.00	Director	$0	$0	$0
CARTER JASPER	Vice President	1.00	Officer Director	$0	$0	$0
CARRIE SUE LERUM	Treasurer	1.00	Officer Director	$0	$0	$0
TERI ANTILLEY	Director	1.00	Director	$0	$0	$0
CHADAYA COFFEE	Director	1.00	Director	$0	$0	$0
JENNIFER SAUNDERS	Director	1.00	Director	$0	$0	$0
GAGE HORN	Director	1.00	Director	$0	$0	$0
STELLA TRUZZOLINO	Director	1.00	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
2025	$817,566	$573,120	$4,955,220	$244,446
2024	$647,849	$502,203	$4,820,892	$145,646
2023	$528,026	$527,174	$4,017,532	$852
2022	$473,017	$416,200	$3,758,668	$56,817
2021	$565,507	$324,553	$4,132,892	$240,954
2020	$417,085	$374,977	$3,448,938	$42,108
2019	$527,240	$399,502	$3,318,513	$127,738
2018	$1,282,058	$409,700	$3,168,326	$872,358

MONTANA 4-H FOUNDATION INC