FIVE VALLEYS LAND TRUST (EIN 237182055) - 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

1972

Legal Domicile

Principal Officer

WHITNEY SCHWAB

Phone

4065490755

Tax Period

2024-01-01 to 2024-12-31

FIVE VALLEYS LAND TRUST, founded in 1972, is a community nonprofit in the Environment sector that reported $3.4M in total revenue in fiscal year 2024. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $3.0M left a modest 13% surplus.

Mission

TO PROTECT FOR FUTURE GENERATIONS WESTERN MONTANA'S NATURAL LEGACY, OUR RIVER CORRIDORS, WILDLIFE HABITAT, AGRICULTURAL LANDS, AND COMMUNITY OPEN SPACES. THE FIVE VALLEYS WE SERVE ARE THE BITTERROOT, THE BLACKFOOT, THE UPPER CLARK FORK, THE LOWER CLARK FORK, AND THE MISSION-JOCKO. WE BELIEVE THAT THE CHARACTER OF THESE VALLEYS, AND THE THRIVING COMMUNITIES IN THEM, IS ROOTED IN THE CLEAN RIVERS, OPEN LANDS, AND ABUNDANT WILDLIFE THAT SURROUND THEM. WE WORK WITH COMMUNITIES, PRIVATE LANDOWNERS, GOVERNMENTS, AND OTHER PARTNERS TO PROTECT THESE NATURAL TREASURES FOR THE BENEFIT OF THIS AND FUTURE GENERATIONS.

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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 $2,359,059

Program Service Revenue $0

Investment Income $1,148,074

Other Revenue $-75,749

TOTAL REVENUE $3,431,384

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,130,484

Fundraising Expenses $160,220

Program Expenses $2,607,238

Other Expenses $1,845,775

TOTAL EXPENSES $2,976,259

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,431,384	$5,595,959	-0.4%
Expenses	$2,976,259	$1,550,293	+0.9%
Net Income	$455,125	$4,045,666	-0.9%

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

300

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

$132,771

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WHITNEY SCHWAB	Executive Dir.	40.00	Officer	$117,726	$15,045	$132,771
DENNY IVERSON	President	5.00	Officer Director	$0	$0	$0
ALLAN FRANKL	Vice President	5.00	Officer Director	$0	$0	$0
JULIE FOGARTY	Secretary	5.00	Officer Director	$0	$0	$0
RACHEL MCDONOUGH	Treasurer	5.00	Officer Director	$0	$0	$0
JENNIFER BOYER	DIRECTOR	2.00	Director	$0	$0	$0
MIKE FOOTE	Director	2.00	Director	$0	$0	$0
TYLER COURVILLE	Director	2.00	Director	$0	$0	$0
ADDRIEN MARX	Director	2.00	Director	$0	$0	$0
DAN PLETSCHER	Director	2.00	Director	$0	$0	$0
SHAUN RADLEY	Director	2.00	Director	$0	$0	$0
JOHN RIMEL	Director	2.00	Director	$0	$0	$0
JEFF ROTH	Director	2.00	Director	$0	$0	$0
STANLEY SENNER	Director	2.00	Director	$0	$0	$0
JESSICA WELBORN	Director	2.00	Director	$0	$0	$0
RICK WISHCAMPER	Director	2.00	Director	$0	$0	$0
ELIZABETH FRICKE	Director	2.00	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	$3,431,384	$2,976,259	$15,112,573	$455,125
2023	$5,595,959	$1,550,293	$14,196,698	$4,045,666
2022	$5,290,292	$4,300,790	$9,312,149	$989,502
2021	$2,267,001	$1,396,934	$7,780,500	$870,067
2020	$1,464,067	$2,503,131	$6,214,711	$-1,039,064
2019	$2,831,102	$2,600,328	$6,790,979	$230,774
2018	$2,089,613	$2,543,124	$6,077,955	$-453,511

FIVE VALLEYS LAND TRUST