Humanities Montana

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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

Jill Baker

Phone

4062436022

Tax Period

2023-11-01 to 2024-10-31

Humanities Montana, founded in 1972, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Expenses of $1.2M exceeded revenue, resulting in a 14% operating deficit.

Mission

Humanities Montana serves communities through stories and conversation. We offer experiences that nurture imagination and ideas by speaking to Montanans diverse history, literature, and philosophy.

Program Service Accomplishments

Program 1

Expenses: $287,265

GRANTMAKING - GRANTMAKING TO SUPPORT PUBLIC HUMANITIES ACTIVITIES THROUGH COMMUNITY PROJECT GRANTS, FILM AND VIDEO GRANTS, AND MINI-GRANTS REACHING 595,568 PARTICIPANTS IN ALL 56 COUNTIES.

Program 2

Expenses: $238,934

SPEAKERS BUREAU - HUMANITIES MONTANA SERVES THE STATE THROUGH ITS SPEAKERS BUREAU, INCLUDING MONTANA CONVERSATIONS AND SPEAKERS IN THE SCHOOLS, WHICH OFFER VETTED HUMANITIES PROGRAMMING TO MUSEUMS...

SPEAKERS BUREAU - HUMANITIES MONTANA SERVES THE STATE THROUGH ITS SPEAKERS BUREAU, INCLUDING MONTANA CONVERSATIONS AND SPEAKERS IN THE SCHOOLS, WHICH OFFER VETTED HUMANITIES PROGRAMMING TO MUSEUMS, SCHOOLS, LIBRARIES, AND OTHER NONPROFITS, REACHING 17,218 PARTICIPANTS THROUGH 679 PRESENTATIONS.

Program 3

Expenses: $163,657

MONTANA CENTER FOR THE BOOK - THE MISSION OF MONTANA CENTER FOR THE BOOK IS TO ELEVATE AND PROMOTE MONTANA'S UNIQUE LITERARY HERITAGE - AND TO ENGAGE, INSPIRE, AND INFORM AUDIENCES THROUGH AUTHOR...

MONTANA CENTER FOR THE BOOK - THE MISSION OF MONTANA CENTER FOR THE BOOK IS TO ELEVATE AND PROMOTE MONTANA'S UNIQUE LITERARY HERITAGE - AND TO ENGAGE, INSPIRE, AND INFORM AUDIENCES THROUGH AUTHOR TALKS, VIRTUAL PROGRAMMING AND OTHER EVENTS DESIGNED TO ADVANCE APPRECIATION OF THE WRITTEN WORD.

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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 $1,076,751

Program Service Revenue $0

Investment Income $3,091

Other Revenue $134

TOTAL REVENUE $1,079,976

Expense Breakdown

Grants Paid $257,028

Salaries & Benefits $565,787

Fundraising Expenses $81,774

Program Expenses $849,096

Other Expenses $412,308

TOTAL EXPENSES $1,235,123

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,079,976	$1,011,229	+0.1%
Expenses	$1,235,123	$902,607	+0.4%
Net Income	$-155,147	$108,622	-2.4%

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

$59,556

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jill Baker	Executive Dir.	40.00	Officer	$47,331	$12,225	$59,556
Kim McMahon	Former Int. ED	40.00		$47,800	$0	$47,800
Karen Reiff	Board	1.00	Director	$0	$0	$0
Carol Bradley	Board	1.00	Director	$0	$0	$0
David Dietrich	Board Chair	1.00	Officer Director	$0	$0	$0
Esther Beth Sullivan	Vice Chair	1.00	Officer Director	$0	$0	$0
Carla Homstad	Grants Chair	1.00	Officer Director	$0	$0	$0
Jennifer Corning	Board	1.00	Director	$0	$0	$0
Jeanette Fregulia	Board	1.00	Director	$0	$0	$0
Lynda Grande	Finance Chair	1.00	Director	$0	$0	$0
Glory Blue Earth	Board	1.00	Director	$0	$0	$0
Jeremy Carl	Board	1.00	Director	$0	$0	$0
David Cates	Board	1.00	Director	$0	$0	$0
Ray Ekness	Board	1.00	Director	$0	$0	$0
Tim Wilson	Board	1.00	Director	$0	$0	$0
Mary Hernandez	Gover. Chair	1.00	Director	$0	$0	$0
Lathie Poole	Board	1.00	Director	$0	$0	$0
Arian Randall	Board	1.00	Director	$0	$0	$0
W Clark Whitehorn	Board	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	$1,079,976	$1,235,123	$424,555	$-155,147
2023	$1,011,229	$902,607	$512,838	$108,622
2022	$912,929	$958,439	$430,321	$-45,510
2021	$1,292,883	$1,390,916	$548,269	$-98,033
2020	$1,192,703	$1,151,969	$543,833	$40,734
2019	$993,347	$871,188	$483,931	$122,159
2018	$844,088	$796,448	$349,712	$47,640