MAKE-A-WISH FOUNDATION OF MONTANA INC (EIN 300882267) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

PAUL KRUEGER

Phone

4062599848

Tax Period

2019-09-01 to 2020-08-31

MAKE-A-WISH FOUNDATION OF MONTANA INC, founded in 2015, is a small nonprofit that reported $654K in total revenue in fiscal year 2017. Revenue decreased 5% compared to the prior year.

Mission

THE MAKE-A-WISH FOUNDATION OF MONTANA CREATES LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $558,238

Program Service Revenue $900

Investment Income $0

Other Revenue $-1,660

TOTAL REVENUE $557,478

Expense Breakdown

Grants Paid $242,549

Salaries & Benefits $274,556

Fundraising Expenses $102,565

Program Expenses $370,614

Other Expenses $105,541

TOTAL EXPENSES $622,646

Year-over-Year Comparison

	2019	2018	Change
Revenue	$557,478	$639,480	-0.1%
Expenses	$622,646	$677,900	-0.1%
Net Income	$-65,168	$-38,420	+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

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

$95,882

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY WINDECKER	PAST CHAIR	5.00	Officer Director	$0	$0	$0
ADAM TUNNING	CHAIR	5.00	Officer Director	$0	$0	$0
DANIELLE WANDERER	VICE CHAIR	5.00	Officer Director	$0	$0	$0
KATHY JAMES	SECRETARY	5.00	Officer Director	$0	$0	$0
MICKEY OGG	TREASURER	5.00	Officer Director	$0	$0	$0
BOB BURNS	DIRECTOR	1.00	Director	$0	$0	$0
PAUL KRUEGER	DIRECTOR	1.00	Director	$0	$0	$0
AARON AUDET	DIRECTOR AS OF 1/1/20	1.00	Director	$0	$0	$0
CASEY BLUMENTHAL	DIRECTOR	1.00	Director	$0	$0	$0
CASEY BUCKINGHAM	DIRECTOR THROUGH 12/19/19	1.00	Director	$0	$0	$0
CHRISTOPHER LECK	DIRECTOR THROUGH 4/23/20	1.00	Director	$0	$0	$0
DAVID WIGGINTON	DIRECTOR	1.00	Director	$0	$0	$0
ELINOR SWANSON	DIRECTOR	1.00	Director	$0	$0	$0
JARED BROWN	DIRECTOR	1.00	Director	$0	$0	$0
KATIE D'ARENNE	DIRECTOR	1.00	Director	$0	$0	$0
KELLY LYNCH	DIRECTOR	1.00	Director	$0	$0	$0
KELLY RICKARD	DIRECTOR	1.00	Director	$0	$0	$0
KELSEY BUNKERS	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL FUCHS	DIRECTOR	1.00	Director	$0	$0	$0
DOUGLAS KOESTER	PRESIDENT & CEO	40.00	Officer	$87,506	$8,376	$95,882

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
2020	$557,478	$622,646	$136,546	$-65,168
2019	$639,480	$677,900	$141,540	$-38,420
2018	$654,408	$675,061	$180,290	$-20,653

MAKE-A-WISH FOUNDATION OF MONTANA INC