BILLINGS PRESERVATION SOCIETY ENDOWMENT TRUST (EIN 363739630) - 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

1991

Legal Domicile

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 ENDOWNMENT FUND FOR THE BENEFIT AND SUPPORT OF THE BILLINGS PRESERVATION SOCIETY, INC.

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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 (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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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

$61,154

Total Directors

Key Employees

Highest Compensated

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
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

BILLINGS PRESERVATION SOCIETY ENDOWMENT TRUST