BILLINGS CATHOLIC SCHOOLS FOUNDATI… - Form 990 Financial Data

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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

2007

Legal Domicile

Principal Officer

ADAM LIBERTY

Phone

4062520252

Tax Period

2022-07-01 to 2023-06-30

BILLINGS CATHOLIC SCHOOLS FOUNDATION, founded in 2007, is a community nonprofit in the Education sector that reported $2.8M in total revenue in fiscal year 2022. Revenue decreased 14% compared to the prior year. Expenses of $3.8M exceeded revenue, resulting in a 34% operating deficit.

Mission

ESTABLISHED ON A LEGACY OF FAITH AND PHILANTHROPY, THE BILLINGS CATHOLIC SCHOOLS FOUNDATION PROVIDES FOR THE IMMEDIATE NEEDS AND LASTING STABILITY OF OUR BILLINGS CATHOLIC SCHOOLS TO SUPPORT AN EXCEPTIONAL CATHOLIC EDUCATION FOR OUR COMMUNITY'S FAMILIES.

Program Service Accomplishments

Program 1

Expenses: $3,292,438

PROVIDING SCHOLARSHIPS AND DISTIBUTIONS TO THE BILLINGS CATHOLIC SCHOOLS WHICH INCLUDES:$412,749 FROM THE BILLINGS AREA CATHOLIC EDUCATION TRUST$610,313 FROM THE MAYFAIR FUNDRAISER$151,998 FROM THE ANNUAL FUND$40,340 FROM TUITION ASSISTANCE$254,718 FROM PROJECTS$1,101,196 FROM ELEVATOR$125,000 FROM THE PORTER ENDOWMENT$16,368 FROM SPECIAL EVENTS$40,477 FROM THE DUFFNER ENDOWMNENTOTHER EXPENSES MAKING UP TOTAL PROGRAM EXPENSES INCLUDE DEPRECIATION OF $537,029 RELATED TO THE NEW SCHOOL BUILT.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,589,521

Program Service Revenue $0

Investment Income $786,966

Other Revenue $438,011

TOTAL REVENUE $2,814,498

Expense Breakdown

Grants Paid $2,755,409

Salaries & Benefits $252,347

Fundraising Expenses $58,767

Program Expenses $3,292,438

Other Expenses $754,788

TOTAL EXPENSES $3,762,544

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,814,498	$3,254,713	-0.1%
Expenses	$3,762,544	$2,604,487	+0.4%
Net Income	$-948,046	$650,226	-2.5%

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

$98,831

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COTE MANGEL	BOARD CHAIRMAN	1.00	Officer Director	$0	$0	$0
TRICIA HANSEN	VICE-CHAIRMAN	1.00	Officer Director	$0	$0	$0
BRYCE BURKE	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
CONNOR CUNNINGHAM	DIRECTOR	1.00	Director	$0	$0	$0
QUINN DONOVAN	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
JARED HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL TURLEY	DIRECTOR	1.00	Director	$0	$0	$0
RYAN TONER	DIRECTOR	1.00	Director	$0	$0	$0
RICK MCCANN	DIRECTOR	1.00	Director	$0	$0	$0
AMY REGER	DIRECTOR	1.00	Director	$0	$0	$0
BRITTANIE PAQUETTE	DIRECTOR	1.00	Director	$0	$0	$0
AUSTIN TRUNKLE	DIRECTOR	1.00	Director	$0	$0	$0
COLTON WELHAVEN	DIRECTOR	1.00	Director	$0	$0	$0
REBEKAH WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW MCDONALD	EX-OFFICIO MEMBER	1.00	Director	$0	$0	$0
ADAM LIBERTY	EXEC DIRECTOR/PRESIDENT	40.00	Officer	$82,403	$16,428	$98,831

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	No data	No data	No data	No data
2023	$2,814,498	$3,762,544	$32,904,984	$-948,046
2022	$3,254,713	$2,604,487	$33,019,043	$650,226
2021	$2,349,630	$1,826,114	$35,868,574	$523,516
2020	$3,157,829	$1,784,660	$32,095,117	$1,373,169
2019	$2,240,967	$3,197,230	$34,842,003	$-956,263
2018	$3,036,742	$2,098,426	$35,931,601	$938,316

BILLINGS CATHOLIC SCHOOLS FOUNDATION