Caring Foundation of Montana Inc

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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

2017

Legal Domicile

Phone

9727666227

Tax Period

2023-01-01 to 2023-12-31

Caring Foundation of Montana Inc, founded in 2017, is a small nonprofit in the Health Care sector that reported $162K in total revenue in fiscal year 2023. Revenue fell 36% from the prior year — a significant decline worth monitoring. Net assets of $590K represent 44 months of operating reserves.

Mission

Expand access to preventive health care services to rural and underserved populations across Montana, benefitting the economically disadvantages to improve the quality, awareness and availability of healthcare.

Program Service Accomplishments

Program 1

Expenses: $171,540

The Caring Foundation's Care Van Program provided access to immunization records screening and a full range of age appropriate immunizations for rural and underserved populations across Montana. In 2023, this included being a leader in mobile COVID immunization clinics. The foundation administered 1,711 adult immunizations and 1,300 child immunizations.

Program 2

In collaboration with the State of Montana Oral Health Program, Sealants for Smiles Program, and Smiles Across Montana, the foundation provided access to dental exams, fluoride treatments, x-rays...

In collaboration with the State of Montana Oral Health Program, Sealants for Smiles Program, and Smiles Across Montana, the foundation provided access to dental exams, fluoride treatments, x-rays, and sealants for 438 school-age children and adults in the communities across the state.

Program 3

In partnership with local providers the Care Van Program provided 144 sports physicals in Great Falls, and Big Timber. The Program also provides prevention materials and resources at all events...

In partnership with local providers the Care Van Program provided 144 sports physicals in Great Falls, and Big Timber. The Program also provides prevention materials and resources at all events, including drug abuse prevention, cancer screenings, mental health resources, shaken baby prevention, and other community resources. The program participates in the State of Montana Immunization Program regional workshops, HOSA, Intermountain/Childwise, Montana Nonprofit Association, Montana Chamber events and other education events.

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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 $72,782

Program Service Revenue $0

Investment Income $0

Other Revenue $88,756

TOTAL REVENUE $161,538

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $171,540

Other Expenses $171,540

TOTAL EXPENSES $171,540

Year-over-Year Comparison

	2023	2022	Change
Revenue	$161,538	$250,711	-0.4%
Expenses	$171,540	$131,185	+0.3%
Net Income	$-10,002	$119,526	-1.1%

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

N/A

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
N/A	President & Chairman	2.0	Officer Director	$0	$0	$0
N/A	Secretary & Director	1.0	Officer Director	$0	$0	$0
N/A	Director	1.0	Officer Director	$0	$0	$0
N/A	Administrator	12.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	Vice Treasurer	3.0	Officer	$0	$0	$0
N/A	Treasurer	1.0	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	$161,538	$171,540	$634,553	$-10,002
2022	$250,711	$131,185	$631,321	$119,526
2021	$347,723	$88,636	$494,845	$259,087
2020	$68,524	$36,368	$229,873	$32,156
2019	$165,424	$66,364	$205,010	$99,060