SEELEY LAKE COMMUNITY FOUNDATION

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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

2000

Legal Domicile

Principal Officer

TOM BEERS

Phone

4066773506

Tax Period

2024-01-01 to 2024-12-31

SEELEY LAKE COMMUNITY FOUNDATION, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $426K in total revenue in fiscal year 2024. Expenses of $404K left a modest 5% surplus.

Mission

THE SEELEY LAKE COMMUNITY FOUNDATION ENGAGES IN PHILANTHROPY, PROVIDES LEADERSHIP, AND ENHANCES THE QUALITY OF LIFE AND ECONOMIC VITALITY OF THE SEELEY LAKE AREA.

Program Service Accomplishments

Program 1

Expenses: $185,828 Revenue: $173,647

COMMUNITY GRANTS AND SERVICES, INCLUDING:OPERATING THE SEELEY LAKE MARKET, FACILITATING A COMMUNITY HUB AND NON-PROFIT ORGANIZATIONS WITH 51,123 IN GRANTS FOR LOCAL PROJECTS; 5,500 IN MATCHING AWARDS FOR GLASS RECYCLING GIVEN DIRECTLY TO LOCAL SCHOOLS; 1,000 IN COLLEGE TUITION SCHOLARSHIPS; AND OTHER SERVICES FOR NON-PROFITS AND THE GREATER SEELEY LAKE COMMUNITY.

Program 2

Expenses: $122,053 Revenue: $127,021

CHANGE YOUR PACE CHALLENGE. GOAL: ENCOURAGE AND SUPPORT PHILANTHROPY TO LOCAL NONPROFITS. DESCRIPTION: COMMUNITY-WIDE FUNDRAISER FOR LOCAL NONPROFITS EACH SUMMER. THE SLCF HELPS RAISE MONEY FOR THE...

Program 3

Expenses: $24,256 Revenue: $27,441

I RIDE SEELEY LAKE: RIDES TO MEDICAL APPOINTMENTS TO KEEP RURAL RESIDENTS HEALTHY. THIS MEDICAL APPOINTMENT VAN SHUTTLE PROVIDES SERVICE WITHIN SEELEY LAKE AND TO AND FROM MISSOULA. STAFF ACTS AS...

I RIDE SEELEY LAKE: RIDES TO MEDICAL APPOINTMENTS TO KEEP RURAL RESIDENTS HEALTHY. THIS MEDICAL APPOINTMENT VAN SHUTTLE PROVIDES SERVICE WITHIN SEELEY LAKE AND TO AND FROM MISSOULA. STAFF ACTS AS DISPATCHER AND PROGRAM COORDINATOR. OUR TEN (10) VOLUNTEER DRIVERS ARE THE LIFE-BLOOD OF THE PROGRAM. 530 RIDES WERE PROVIDED IN 2024.

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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 $328,109

Program Service Revenue $0

Investment Income $9,883

Other Revenue $88,060

TOTAL REVENUE $426,052

Expense Breakdown

Grants Paid $174,470

Salaries & Benefits $106,016

Fundraising Expenses $21,292

Program Expenses $332,137

Other Expenses $123,159

TOTAL EXPENSES $403,645

Year-over-Year Comparison

	2024	2023	Change
Revenue	$426,052	$402,806	+0.1%
Expenses	$403,645	$371,188	+0.1%
Net Income	$22,407	$31,618	-0.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM BEERS	PRESIDENT	4.00	Officer Director	$0	$0	$0
JAN LOMBARDI	VICE-PRESIDE	4.00	Officer Director	$0	$0	$0
KEVIN WETHERALL	SECRETARY	4.00	Officer Director	$0	$0	$0
CARLA SCHADE	TREASURER	4.00	Officer Director	$0	$0	$0
MARK WILLIAMS	PAST PRESIDE	1.00	Director	$0	$0	$0
FERN GLASS BOYD	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT KENNEDY	DIRECTOR	1.00	Director	$0	$0	$0
JENNY LINDEMER	DIRECTOR	1.00	Director	$0	$0	$0
JIM STRAUSS	DIRECTOR	1.00	Director	$0	$0	$0
JENNA BOLTZ	DIRECTOR	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
2025	No data	No data	No data	No data
2024	$426,052	$403,645	$766,692	$22,407
2023	$402,806	$371,188	$753,326	$31,618
2022	$267,560	$302,117	$1,171,034	$-34,557
2022	$356,313	$296,032	$729,857	$60,281
2021	$388,099	$271,298	$1,232,192	$116,801
2021	$388,099	$271,298	$1,232,192	$116,801
2020	$316,205	$277,259	$1,124,464	$38,946
2019	$308,014	$233,547	$1,122,500	$74,467
2018	$404,829	$254,101	$990,187	$150,728