TRUST MONTANA INC

EIN: 453204921 501(c)(3) Community Improvement

MISSOULA, MT

Total Revenue
$522,793
Total Expenses
$287,144
Total Assets
$2,321,382
Net Assets
$2,288,731
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
MT
Principal Officer
DAWN CONKLIN
Phone
4068987636
Tax Period
2025-01-01 to 2025-12-31

TRUST MONTANA INC, founded in 2010, is a small nonprofit in the Community Improvement sector that reported $523K in total revenue in fiscal year 2025. Revenue fell 57% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $236K, a strong 45% operating margin.

Mission

TO PROMOTE COMMUNITY LAND TRUSTS AND HOLD LAND IN TRUST TO FACILITATE WORKFORCE HOUSING, FARMLAND AFFORDABILITY, AND THE PRESERVATION OF VITAL COMMUNITY ASSETS THAT KEEP RURAL AND URBAN AREAS LIVABLE FOR MONTANANS OF VARIED ECONOMIC MEANS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $486,452
Program Service Revenue $34,020
Investment Income $2,321
Other Revenue $0
TOTAL REVENUE $522,793

Expense Breakdown

Grants Paid $0
Salaries & Benefits $224,967
Fundraising Expenses $89,546
Program Expenses $86,198
Other Expenses $62,177
TOTAL EXPENSES $287,144

Year-over-Year Comparison

2025 2024 Change
Revenue $522,793 $1,225,328 -0.6%
Expenses $287,144 $265,013 +0.1%
Net Income $235,649 $960,315 -0.8%
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
13
Independent Members
13
Employees
6
Volunteers
14

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
5
$69,904
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAWN CONKLIN EXECUTIVE DIRECTOR 40.00
Officer
$69,904 $0 $69,904
SHEILA RICE PRESIDENT 5.00
Officer Director
$0 $0 $0
NATE RICHMOND VICE PRESIDENT 3.00
Officer Director
$0 $0 $0
LARRY PHILLIPS TREASURER 5.00
Officer Director
$0 $0 $0
TATYANA SCHMIDT SECRETARY 3.00
Officer Director
$0 $0 $0
ASHLEE SCHLEICHER MEMBER 5.00
Director
$0 $0 $0
JO ANN EDER MEMBER 3.00
Director
$0 $0 $0
TOM ZAVITZ MEMBER 3.00
Director
$0 $0 $0
NICOLE BORNER MEMBER 3.00
Director
$0 $0 $0
ALEXANDRA ISERN MEMBER 3.00
Director
$0 $0 $0
KAYLA LAPPIN MEMBER 3.00
Director
$0 $0 $0
TABETHA HEILIG MEMBER 2.00
Director
$0 $0 $0
DOROTHY YOUNG MEMBER 2.00
Director
$0 $0 $0
CONRAD STROEBE MEMBER 2.00
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 $522,793 $287,144 $2,321,382 $235,649
2024 $1,225,328 $265,013 $2,093,905 $960,315
2023 $298,117 $251,505 $1,296,281 $46,612
2022 $501,369 $257,782 $865,587 $243,587
2021 $320,722 $268,900 $623,976 $51,822
2020 $312,817 $166,328 $585,603 $146,489
2019 $310,609 $119,227 $456,400 $191,382
2019 $310,609 $119,227 $456,400 $191,382
2018 $201,605 $71,220 $437,240 $130,385
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