BIGFORK DEVELOPMENT COMPANY (EIN 237067099) - 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

1967

Legal Domicile

Principal Officer

MEGAN SHOULTZ

Phone

4068375461

Tax Period

2024-01-01 to 2024-12-31

BIGFORK DEVELOPMENT COMPANY, founded in 1967, is a small nonprofit in the Education sector that reported $271K in total revenue in fiscal year 2024. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $108K, a strong 40% operating margin.

Mission

PROMOTE AND ASSIST IN COMMUNITY GROWTH AND DEVELOPMENT IN BIGFORK, MONTANA

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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 $198,344

Program Service Revenue $0

Investment Income $48,271

Other Revenue $24,029

TOTAL REVENUE $270,644

Expense Breakdown

Grants Paid $104,460

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $145,808

Other Expenses $58,120

TOTAL EXPENSES $162,580

Year-over-Year Comparison

	2024	2023	Change
Revenue	$270,644	$184,011	+0.5%
Expenses	$162,580	$119,173	+0.4%
Net Income	$108,064	$64,838	+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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANE KAUTZMAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
MEGAN SHOULTZ	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ANDREA GOFF	SECRETARY	1.00	Officer Director	$0	$0	$0
KARIN HENION	TREASURER	2.00	Officer Director	$0	$0	$0
SHANNON BAGLEY	DIRECTOR	1.00	Director	$0	$0	$0
BRANT BEAUDRY	DIRECTOR	1.00	Director	$0	$0	$0
CLAUDE BOITEAU	DIRECTOR	1.00	Director	$0	$0	$0
DARCIE FAST	DIRECTOR	1.00	Director	$0	$0	$0
DONNA LAWSON	DIRECTOR	1.00	Director	$0	$0	$0
CHIAVELI LOCSIN-D'SOUZA	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE SIDDENS	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN SLITER	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA SLITER-GOUDGE	DIRECTOR	1.00	Director	$0	$0	$0
DAX VANFOSSEN	DIRECTOR	1.00	Director	$0	$0	$0
KIM ZIPP	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	$270,644	$162,580	$1,017,720	$108,064
2023	$184,011	$119,173	$926,606	$64,838
2022	$286,139	$121,758	$854,030	$164,381
2021	$166,280	$103,785	$680,437	$62,495
2020	$-36,844	$70,249	$617,942	$-107,093
2019	$130,509	$128,317	$725,035	$2,192
2018	$108,612	$85,869	$722,843	$22,743

BIGFORK DEVELOPMENT COMPANY