FLATHEAD SHELTER FRIENDS (EIN 320262474) - 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

CATHERINE OLSEN

Phone

4067521310

Tax Period

2025-01-01 to 2025-12-31

FLATHEAD SHELTER FRIENDS, founded in 2008, is a small nonprofit in the Mental Health sector that reported $352K in total revenue in fiscal year 2025. Revenue surged 78% from the prior year, signaling strong growth momentum. The organization ran a surplus of $235K, a strong 67% operating margin.

Mission

NEW MISSION STATEMENT EFFECTIVE 2025: TO RAISE FUNDS TO IMPROVE THE QUALITY OF LIFE FOR SHELTER ANIMALS, TO INCREASE PET ADOPTION, AND TO PROMOTE RESPONSIBLE PET OWNERSHIP IN THE FLATHEAD VALLEY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $345,494

Program Service Revenue $0

Investment Income $6,210

Other Revenue $0

TOTAL REVENUE $351,704

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $197

Program Expenses $113,587

Other Expenses $116,867

TOTAL EXPENSES $116,867

Year-over-Year Comparison

	2025	2024	Change
Revenue	$351,704	$197,777	+0.8%
Expenses	$116,867	$152,977	-0.2%
Net Income	$234,837	$44,800	+4.2%

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

N/A

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
STEVE BARRETT	PRESIDENT	15.00	Officer Director	$0	$0	$0
LINDA VEVERA	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
CATHERINE OLSEN	TREASURER	5.00	Officer Director	$0	$0	$0
KAREN JACOBSON	SECRETARY	5.00	Officer Director	$0	$0	$0
KAT DEVALL	DIRECTOR	2.00	Director	$0	$0	$0
DONNA ROSENBERG	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	$351,704	$116,867	$414,195	$234,837

FLATHEAD SHELTER FRIENDS