MONTANA VETERANS FOUNDATION INC (EIN 331057024) - 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

2003

Legal Domicile

Principal Officer

MIKE ANDERSON

Phone

4064423243

Tax Period

2019-01-01 to 2019-12-31

MONTANA VETERANS FOUNDATION INC, founded in 2003, is a small nonprofit that reported $150K in total revenue in fiscal year 2019. Revenue decreased 6% compared to the prior year. Expenses of $203K exceeded revenue, resulting in a 35% operating deficit.

Mission

THE MONTANA VETERANS FOUNDATION IS DESIGNED TO ASSIST HOMELESS VETERANS (OR VETERANS AT RISK OF HOMELESSNESS) BY IMPROVING THEIR QUALITY OF LIFE AND BY PROVIDING COMPREHENSIVE SUPPORT WHICH ENABLES VETERANS TO ACHIEVE GREATER SELF-SUFFICIENCY. CREATED BY VETERANS FOR VETERANS, THE MONTANA VETERANS FOUNDATION'S GOAL IS TO OFFER INTEGRATED, HOLISTIC, CLINICALLY SOUND, AND FISCALLY RESPONSIBLE TRANSITION SERVICES TO THE VETERAN POPULATION OF MONTANA.

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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 (2019)

Revenue Breakdown

Contributions & Grants $140,297

Program Service Revenue $7,431

Investment Income $0

Other Revenue $2,700

TOTAL REVENUE $150,428

Expense Breakdown

Grants Paid $0

Salaries & Benefits $123,908

Fundraising Expenses $5,965

Program Expenses $130,455

Other Expenses $79,377

TOTAL EXPENSES $203,285

Year-over-Year Comparison

	2019	2018	Change
Revenue	$150,428	$160,524	-0.1%
Expenses	$203,285	$190,435	+0.1%
Net Income	$-52,857	$-29,911	+0.8%

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

$52,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE ANDERSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
RENEE MCDANIEL-SEILLER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MIKE WILLIAMS	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
DESIREE BAIN	EXECUTIVE DIRECTOR	40.00	Officer	$52,000	$0	$52,000

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
2019	$150,428	$203,285	$420,193	$-52,857
2018	$160,524	$190,435	$451,458	$-29,911
2017	$148,065	$150,619	$441,720	$-2,554

MONTANA VETERANS FOUNDATION INC