MONTANA CHAMBER FOUNDATION (EIN 237059679) - 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

TODD O'HAIR

Phone

4064313248

Tax Period

2023-10-01 to 2024-09-30

MONTANA CHAMBER FOUNDATION, founded in 1969, is a small nonprofit that reported $584K in total revenue in fiscal year 2023. Expenses of $516K left a modest 12% surplus.

Mission

THE FOUNDATION PROMOTES AND IMPROVES THE ECONOMIC DEVELOPMENT OPPORTUNITIES OF THE STATE AND ITS COMMUNITIES BY PARTICIPATING IN EDUCATION PROJECTS AND RESEARCH.

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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 $508,587

Program Service Revenue $0

Investment Income $19,545

Other Revenue $56,101

TOTAL REVENUE $584,233

Expense Breakdown

Grants Paid $12,325

Salaries & Benefits $0

Fundraising Expenses $70,130

Program Expenses $184,953

Other Expenses $503,615

TOTAL EXPENSES $515,940

Year-over-Year Comparison

	2023	2022	Change
Revenue	$584,233	$562,033	+0.0%
Expenses	$515,940	$593,489	-0.1%
Net Income	$68,293	$-31,456	-3.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TODD O'HAIR	EXECUTIVE DIRECTOR	26.00	Officer Director	$0	$0	$0
PAUL HOPFAUF	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANGELA MURDO	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
ED BARTLETT	DIRECTOR	1.00	Director	$0	$0	$0
CHAD BAUER	DIRECTOR	1.00	Director	$0	$0	$0
RICK EDWARDS	DIRECTOR	1.00	Director	$0	$0	$0
COURTNEY KIBBLEWHITE	DIRECTOR	1.00	Director	$0	$0	$0
KYLE LINGSCHEIT	DIRECTOR (THRU 6/2024)	1.00	Director	$0	$0	$0
BILL MCGLADDERY	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE GRAY	DIRECTOR (THRU 6/2024)	1.00	Director	$0	$0	$0
RYAN CONNOR	DIRECTOR	1.00	Director	$0	$0	$0
MATT JONES	DIRECTOR	1.00	Director	$0	$0	$0
ANNA KAZMIEROWSKI	DIRECTOR	1.00	Director	$0	$0	$0
ALI MANDELL	DIRECTOR	1.00	Director	$0	$0	$0
NANCY SCHLEPP	DIRECTOR	1.00	Director	$0	$0	$0
JASON YAGER	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
2024	$584,233	$515,940	$968,446	$68,293
2023	$562,033	$593,489	$957,173	$-31,456
2022	$702,984	$488,440	$894,642	$214,544
2021	$193,681	$244,384	$655,624	$-50,703
2020	$87,181	$382,719	$888,746	$-295,538
2019	$195,833	$363,660	$1,040,812	$-167,827
2018	$715,166	$666,964	$1,232,781	$48,202

MONTANA CHAMBER FOUNDATION