WILSALL FOUNDATION INC (EIN 264213519) - 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

2008

Legal Domicile

Principal Officer

JENNELL HUFF

Phone

4065782114

Tax Period

2023-01-01 to 2023-12-31

WILSALL FOUNDATION INC, founded in 2008, is a micro nonprofit in the Human Services sector that reported $84K in total revenue in fiscal year 2023. Revenue surged 118% from the prior year, signaling strong growth momentum. The organization ran a surplus of $18K, a strong 21% operating margin.

Mission

THE FOUNDATION'S PURPOSE IS TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATIONS AND INDIVIDUALS IN A SMALL RURAL COMMUNITY IN PARK COUNTY MONTANA. ANY INDIVIDUAL OR ORGANIZATION CAN APPLY TO THE FOUNDATION FOR ASSISTANCE OR SOMEONE CAN APPLY TO THE FOUNDATION ON ANOTHER'S BEHALF. THESE FUNDS ARE GENERALLY EMERGENCY FUNDS, PRIMARILY FOR MEDICAL PURPOSES, AND OTHER COMMUNITY NEEDS. SOME SMALL SCHOLARSHIPS ARE GIVEN. A "DANCE HALL" WAS DONATED TO THE FOUNDATION IN 2014, WHICH IS RENTED AT MINIMAL OR NO FEE FOR COMMUNITY EVENTS.

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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 $8,722

Program Service Revenue $0

Investment Income $76,902

Other Revenue $-1,938

TOTAL REVENUE $83,686

Expense Breakdown

Grants Paid $47,650

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $58,753

Other Expenses $18,532

TOTAL EXPENSES $66,182

Year-over-Year Comparison

	2023	2022	Change
Revenue	$83,686	$38,424	+1.2%
Expenses	$66,182	$42,171	+0.6%
Net Income	$17,504	$-3,747	-5.7%

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

N/A

Employees

N/A

Volunteers

N/A

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
KIRA BAILEY	Director	2.00	Director	$0	$0	$0
HALEY DUNKEL	Director	2.00	Director	$0	$0	$0
JENNELL HUFF	President	2.00	Officer Director	$0	$0	$0
KEN HUFF	Director	2.00	Director	$0	$0	$0
BRIDGET SARRAZIN	Director	2.00	Director	$0	$0	$0
DON SCOTT	Vice President	2.00	Officer Director	$0	$0	$0
REBECCA SWANDAL	Treasurer	2.00	Officer Director	$0	$0	$0
CINDY ZIMMERMAN	Secretary	2.00	Officer Director	$0	$0	$0
BECKY NICCUM	Director	2.00	Director	$0	$0	$0
DANIELLE PIERCE	Director	2.00	Director	$0	$0	$0
JR PIERCE	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$83,686	$66,182	$1,393,379	$17,504
2022	$38,424	$42,171	$1,343,088	$-3,747
2021	$66,289	$95	$1,524,882	$66,194
2020	$45,362	$42,083	$1,399,313	$3,279

WILSALL FOUNDATION INC