GALLATIN FOUNDATION INC (EIN 363652247) - 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

1989

Legal Domicile

Principal Officer

DARYL SCHLIEM

Phone

4065865421

Tax Period

2023-01-01 to 2023-12-31

GALLATIN FOUNDATION INC, founded in 1989, is a small nonprofit that reported $822K in total revenue in fiscal year 2023. Revenue surged 418% from the prior year, signaling strong growth momentum. The organization ran a surplus of $131K, a strong 16% operating margin.

Mission

TO RECEIVE AND ACCEPT PROPERTY TO BE ADMINISTERED EXCLUSIVELY FOR CHARITABLE PURPOSES, PRIMARILY IN, OR FOR THE BENEFIT OF GALLATIN COUNTY, 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 (2023)

Revenue Breakdown

Contributions & Grants $813,509

Program Service Revenue $0

Investment Income $8,915

Other Revenue $0

TOTAL REVENUE $822,424

Expense Breakdown

Grants Paid $384,475

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $653,067

Other Expenses $306,742

TOTAL EXPENSES $691,217

Year-over-Year Comparison

	2023	2022	Change
Revenue	$822,424	$158,883	+4.2%
Expenses	$691,217	$261,719	+1.6%
Net Income	$131,207	$-102,836	-2.3%

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

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

$211,670

Total Directors

$211,670

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DARYL W SCHLIEM	PRESIDENT/SECRETARY	2.25	Officer Director	$0	$0	$211,670
RON OSTERMILLER	VICE PRESIDENT/TREASURER	0.25	Officer Director	$0	$0	$0
CARL SOLVIE	BOARD MEMBER	0.25	Director	$0	$0	$0
MATT JOHNSON	BOARD MEMBER	0.25	Director	$0	$0	$0
TERRY ALBORN	BOARD MEMBER	0.55	Director	$0	$0	$0
STEVE WHEELER	BOARD MEMBER	0.25	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
2024	No data	No data	No data	No data
2023	$822,424	$691,217	$553,306	$131,207
2022	$158,883	$261,719	$340,934	$-102,836
2021	$1,035,804	$1,195,514	$395,382	$-159,710
2020	$478,895	$683,961	$1,107,635	$-205,066
2019	$362,512	$251,605	$1,475,091	$110,907
2018	$556,370	$361,812	$986,240	$194,558

GALLATIN FOUNDATION INC