NORTHERN ROCKIES HERITAGE CENTER INC (EIN 363892296) - 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

1993

Legal Domicile

Principal Officer

TATE JONES

Phone

4067283662

Tax Period

2024-07-01 to 2025-06-30

NORTHERN ROCKIES HERITAGE CENTER INC, founded in 1993, is a small nonprofit in the Arts, Culture & Humanities sector that reported $345K in total revenue in fiscal year 2024. Expenses of $403K exceeded revenue, resulting in a 17% operating deficit.

Mission

THE PRESERVATION OF THE HERITAGE AND INTEGRITY OF HISTORIC FORT MISSOULA AND TO ESTABLISH AN ENVIRONMENT FOSTERING HISTORIC, CULTURAL AND EDUCATIONAL ENRICHMENT BY PRESERVING THE ENTRUSTED PROPERTIES.

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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 $1,233

Program Service Revenue $326,109

Investment Income $1

Other Revenue $17,435

TOTAL REVENUE $344,778

Expense Breakdown

Grants Paid $0

Salaries & Benefits $166,230

Fundraising Expenses $50

Program Expenses $345,832

Other Expenses $237,042

TOTAL EXPENSES $403,272

Year-over-Year Comparison

	2024	2023	Change
Revenue	$344,778	$321,457	+0.1%
Expenses	$403,272	$517,352	-0.2%
Net Income	$-58,494	$-195,895	-0.7%

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

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

$100,069

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY ANDREWS	Executive Dir.	40.00	Officer	$47,381	$6,184	$53,565
HEATHER LYNCH	Executive Dir.	40.00	Officer	$40,363	$6,141	$46,504
STAN COHEN	Treasurer	3.00	Officer Director	$0	$0	$0
SOPHIA SZABO	BOARD MEMBER	1.00	Director	$0	$0	$0
TATE JONES	President	10.00	Officer Director	$0	$0	$0
LINDA JOHNSON	Vice President	1.00	Officer Director	$0	$0	$0
THOMAS ATKINSON	Secretary	3.00	Officer 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
2025	$344,778	$403,272	$3,724,320	$-58,494
2024	$321,457	$517,352	$3,786,004	$-195,895
2023	$296,415	$494,442	$3,980,275	$-198,027
2022	$370,949	$398,072	$4,173,529	$-27,123
2021	$324,264	$330,494	$4,205,578	$-6,230
2020	$517,691	$776,258	$4,364,214	$-258,567

NORTHERN ROCKIES HERITAGE CENTER INC