BILLINGS PRESERVATION SOCIETY ENDOWMENT TRUST

EIN: 363739630 501(c)(3)

BILLINGS, MT

Total Revenue
$60,873
Total Expenses
$31,250
Total Assets
$1,007,042
Net Assets
$1,006,823
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1991
Legal Domicile
MT
Principal Officer
ALY TURNER
Phone
4062565100
Tax Period
2024-01-01 to 2024-12-31

BILLINGS PRESERVATION SOCIETY ENDOWMENT TRUST, founded in 1991, is a micro nonprofit that reported $61K in total revenue in fiscal year 2024. Revenue surged 128% from the prior year, signaling strong growth momentum. The organization ran a surplus of $30K, a strong 49% operating margin.

Mission

MAINTAIN AN ENDOWMENT FUND FOR THE BENEFIT AND SUPPORT OF THE BILLINGS PRESERVATION SOCIETY, INC.

Program Service Accomplishments

Program 1
Expenses: $21,073

FUNDS EXPENDED FOR THE BENEFIT OF THE BILLINGS PRESERVATION SOCIETY, THE SUPPORTED ORGANIZATION, IN FURTHERANCE OF THEIR MISSION.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $850
Program Service Revenue $0
Investment Income $60,023
Other Revenue $0
TOTAL REVENUE $60,873

Expense Breakdown

Grants Paid $21,073
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $21,073
Other Expenses $10,177
TOTAL EXPENSES $31,250

Year-over-Year Comparison

2024 2023 Change
Revenue $60,873 $26,687 +1.3%
Expenses $31,250 $29,731 +0.1%
Net Income $29,623 $-3,044 -10.7%
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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Governance

Voting Members
10
Independent Members
10
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
3
$61,154
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAMES R FOLEY CHAIRMAN 5.00
Officer Director
$0 $0 $0
MIKE NELSON BPS PRESIDENT 2.00
Officer Director
$0 $0 $0
MIKE MATHEW TRUSTEE 1.00
Director
$0 $0 $0
LUE PONICH TRUSTEE 1.00
Director
$0 $0 $0
JOY CULVER TRUSTEE 1.00
Director
$0 $0 $0
DUNCAN PEETE TRUSTEE 1.00
Director
$0 $0 $0
NATE ALLIE TRUSTEE 1.00
Director
$0 $0 $0
JARED MALONEY TRUSTEE 1.00
Director
$0 $0 $0
BRENT SUMNER TRUSTEE 1.00
Director
$0 $0 $0
DIANE CROSS TRUSTEE 1.00
Director
$0 $0 $0
ALY TURNER EXECUTIVE DIRECTOR 5.00
Officer
$0 $0 $61,154
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 $60,873 $31,250 $1,007,042 $29,623
2023 $26,687 $29,731 $933,786 $-3,044
2022 $51,580 $27,603 $842,231 $23,977
2021 $277,367 $29,717 $987,954 $247,650
2020 $8,468 $25,454 $701,598 $-16,986
2019 $65,491 $23,257 $683,102 $42,234
2018 $41,509 $22,805 $573,682 $18,704
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