BITTER ROOT LAND TRUST (EIN 311595967) - 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

1997

Legal Domicile

Principal Officer

Lauren Rennaker

Phone

4063750956

Tax Period

2023-01-01 to 2023-12-31

BITTER ROOT LAND TRUST, founded in 1997, is a community nonprofit in the Environment sector that reported $1.3M in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $1.1M left a modest 12% surplus.

Mission

BRLT PARTNERS WITH LANDOWNERS AND COMMUNITY GROUPS TO CONSERVE the WATER, WILDLIFE, AND WORKING FARMS AND RANCHES IN MONTANA'S BITTERROOT VALLEY FOR all GENERATIONS, utilizing conservation easements, fee purchases, and proactive land stewardship.

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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 $1,238,946

Program Service Revenue $0

Investment Income $34,306

Other Revenue $17,536

TOTAL REVENUE $1,290,788

Expense Breakdown

Grants Paid $0

Salaries & Benefits $746,419

Fundraising Expenses $108,148

Program Expenses $855,989

Other Expenses $392,038

TOTAL EXPENSES $1,138,457

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,290,788	$1,533,262	-0.2%
Expenses	$1,138,457	$1,039,117	+0.1%
Net Income	$152,331	$494,145	-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

120

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

$125,529

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GAVIN RICKLEFS	Executive Dir.	40.00	Officer	$125,529	$0	$125,529
JEAN STEELE	Director	2.00	Director	$0	$0	$0
LYNN THURBER	Director	2.00	Director	$0	$0	$0
MICHAEL BRADT	Director	2.00	Director	$0	$0	$0
JOHN ORMISTON	Director	2.00	Director	$0	$0	$0
MORGAN WEBER	Director	2.00	Director	$0	$0	$0
TORI NOBLES	Director	2.00	Director	$0	$0	$0
HEATHER MENNING	Director	2.00	Director	$0	$0	$0
ROGER GANTZ	Director	2.00	Director	$0	$0	$0
KATHIE MESSER	Director	2.00	Director	$0	$0	$0
SARI KERSLAKE	Director	2.00	Director	$0	$0	$0
ANDREW MASSIE	Treasurer	2.00	Officer	$0	$0	$0
TONIA BLOOM	Secretary	2.00	Officer	$0	$0	$0
MEGHAN HANSON	Vice President	2.00	Officer	$0	$0	$0
BRET YOUNG	President	2.00	Officer	$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	No data	No data	No data	No data
2023	$1,290,788	$1,138,457	$3,331,407	$152,331
2022	$1,533,262	$1,039,117	$3,058,260	$494,145
2021	$1,321,915	$726,488	$2,204,388	$595,427
2020	$863,354	$704,391	$1,534,132	$158,963
2019	$857,860	$678,171	$1,751,519	$179,689
2018	$620,082	$537,536	$1,599,202	$82,546

BITTER ROOT LAND TRUST