NORTHWEST MONTANA HEAD START INC (EIN 237056959) - 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

ALISON HOWARD

Phone

4067527011

Tax Period

2021-06-01 to 2022-05-31

NORTHWEST MONTANA HEAD START INC, founded in 1969, is a community nonprofit that reported $2.3M in total revenue in fiscal year 2021. Expenses of $2.3M left a modest 3% surplus.

Mission

NORTHWEST MONTANA HEAD START, INC. SERVES CHILDREN AND THEIR FAMILIES RESIDING IN FOUR TOWNS IN NORTHWESTERN MONTANA: KALISPELL, COLUMBIA FALLS, EUREKA, AND HUNGRY HORSE.

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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 (2021)

Revenue Breakdown

Contributions & Grants $2,328,615

Program Service Revenue $0

Investment Income $85

Other Revenue $0

TOTAL REVENUE $2,328,700

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,491,753

Fundraising Expenses $0

Program Expenses $2,069,413

Other Expenses $764,845

TOTAL EXPENSES $2,256,598

Year-over-Year Comparison

	2021	2020	Change
Revenue	$2,328,700	$2,347,651	0.0%
Expenses	$2,256,598	$2,214,013	+0.0%
Net Income	$72,102	$133,638	-0.5%

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

475

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

$91,767

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALISON HOWARD	CHAIR	0.50	Officer Director	$0	$0	$0
JOHN GARDNER	VICE CHAIR	0.50	Officer Director	$0	$0	$0
TREVOR GNAUCK	FISCAL REPRESENTATIVE	0.50	Director	$0	$0	$0
JOHN DANIELSON	FISCAL REPRESENTATIVE	0.50	Director	$0	$0	$0
ELIZA THOMAS	ECE REPRESENTATIVE/PC LIAISON	0.50	Director	$0	$0	$0
JIM MEPHAM	SCHOOL REPRESENTATIVE	0.50	Director	$0	$0	$0
BOBBI BERTRAND	PC LIAISON	0.50	Director	$0	$0	$0
JASON PARCE	LAW ENFORCEMENT REPRESENTATIVE	0.50	Director	$0	$0	$0
HEATHER DUNN	TOBACCO VALLEY REPRESENTATIVE	0.50	Director	$0	$0	$0
MARCY OTTEN	EXECUTIVE DIRECTOR	40.00	Officer	$78,315	$2,467	$80,782
KRISTIN BRUNETTO	FISCAL OFFICER	40.00	Officer	$10,985	$0	$10,985

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
2022	$2,328,700	$2,256,598	$2,796,747	$72,102
2021	$2,347,651	$2,214,013	$2,724,407	$133,638
2020	$2,146,663	$2,007,795	$2,741,119	$138,868
2019	$2,110,793	$1,986,876	$2,674,574	$123,917

NORTHWEST MONTANA HEAD START INC