FRIENDSHIP CENTER OF HELENA INC (EIN 237131678) - 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

1971

Legal Domicile

Principal Officer

KATIE LOVELAND

Phone

4064426800

Tax Period

2024-07-01 to 2025-06-30

FRIENDSHIP CENTER OF HELENA INC, founded in 1971, is a community nonprofit in the Housing & Shelter sector that reported $1.6M in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year.

Mission

TO PROVIDE SAFE HAVEN FOR THOSE AFFECTED BY DOMESTIC VIOLENCE, SEXUAL ASSAULT AND STALKING, AND TO EMPOWER OUR COMMUNITY TO FLOURISH IN RELATIONSHIPS FREE FROM VIOLENCE.

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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 $1,576,426

Program Service Revenue $0

Investment Income $69,199

Other Revenue $-10,832

TOTAL REVENUE $1,634,793

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,006,874

Fundraising Expenses $219,629

Program Expenses $1,178,085

Other Expenses $649,174

TOTAL EXPENSES $1,656,048

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,634,793	$1,937,694	-0.2%
Expenses	$1,656,048	$1,547,065	+0.1%
Net Income	$-21,255	$390,629	-1.1%

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

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

$100,522

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATIE LOVELAND	PRESIDENT	2.00	Officer Director	$0	$0	$0
CINDY BULTENA	1ST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ERIN SNYDER	TREASURER	1.00	Officer Director	$0	$0	$0
SHAWN SWIFT	SECRETARY	1.00	Officer Director	$0	$0	$0
BRAD BRAGG	DIRECTOR	1.00	Director	$0	$0	$0
ROSS DUNCAN	DIRECTOR	1.50	Director	$0	$0	$0
KIRSTEN MADSEN	DIRECTOR	1.50	Director	$0	$0	$0
KEVIN MATHEWS	DIRECTOR	1.00	Director	$0	$0	$0
MARIE MULLARKEY	DIRECTOR	1.00	Director	$0	$0	$0
ANN PENNER	DIRECTOR	1.00	Director	$0	$0	$0
MOLLY SEVERTSON	DIRECTOR	1.00	Director	$0	$0	$0
HANNA WARHANK	DIRECTOR	1.00	Director	$0	$0	$0
GINA BOESDORFER	EXECUTIVE DIRECTOR	40.00	Officer	$93,665	$6,857	$100,522

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	$1,634,793	$1,656,048	$3,264,645	$-21,255
2024	$1,937,694	$1,547,065	$3,243,116	$390,629
2023	$1,563,284	$1,336,926	$2,842,632	$226,358
2022	$1,406,898	$1,229,933	$2,618,230	$176,965
2021	$1,285,065	$970,460	$2,428,599	$314,605
2020	$869,026	$847,049	$2,153,713	$21,977
2019	$732,335	$729,638	$2,025,118	$2,697
2018	$537,324	$612,907	$2,015,020	$-75,583

FRIENDSHIP CENTER OF HELENA INC