MISSOULA, MT
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)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.
TRUST MONTANA'S MISSION IS 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.
CLT HOMES:TRUST MONTANA'S PERMANENTLY AFFORDABLE HOMES PROGRAM PRESERVES RENTAL UNITS AND HOMEOWNERSHIP PROPERTIES IN TRUST TO GUARANTEE AFFORDABILITY FOR CURRENT AND FUTURE FAMILIES. TRUST MONTANA...
CLT HOMES:TRUST MONTANA'S PERMANENTLY AFFORDABLE HOMES PROGRAM PRESERVES RENTAL UNITS AND HOMEOWNERSHIP PROPERTIES IN TRUST TO GUARANTEE AFFORDABILITY FOR CURRENT AND FUTURE FAMILIES. TRUST MONTANA STEWARDS 30 HOMES AND 5 RENTAL PROPERTIES IN EIGHT COMMUNITIES ACROSS THE STATE, HAVING ADDED TWO NEW HOME OWNERSHIP OPPORTUNITIES AND ONE RENTAL UNITS IN 2025. TRUST MONTANA HOME OWNERS AND RENTERS MUST INCOME-QUALIFY, ENSURING THAT THESE HOMES BENEFIT WORKING CLASS INDIVIDUALS IN COMMUNITIES. THE EXPANSION TO ADD AN ADDITIONAL RENTAL PROPERTY IN 2025 WAS CO-DESIGNED WITH THE COMMUNITY, RESPONDING TO THE NEED FOR DIVERSE AFFORDABLE HOUSING TYPES.AFFORDABLE LAND LLC IS A SINGLE-MEMBER LLC OWNED BY TRUST MONTANA. IT WAS FORMED IN 2019 TO HOLD THE TITLES OF ALL LAND THAT IS ACQUIRED FOR PERMANENTLY AFFORDABLE PROJECTS OF TRUST MONTANA. AFFORDABLE LAND COLLECTS LEASE FEES FROM EACH HOUSEHOLD MONTHLY. IT ALSO COLLECTS STEWARDSHIP PAYMENTS AT THE TIME OF HOME CLOSINGS AND THOSE FUNDS ARE PLACED INTO A SAVINGS ACCOUNT TO ENSURE THAT FUTURE MAINTENANCE AND OTHER EXPENSES WILL BE COVERED.
CLT FARM: IN 2025, ON THE HEELS OF TRUST MONTANA'S COMMUNITY LAND TRUST FARM UNDER THE ORGANIZATION'S AG LAND PRESERVATION PROGRAM, WE CONTINUED OUR WORK WITH THE FARMER AND ENGAGING AG AND...
CLT FARM: IN 2025, ON THE HEELS OF TRUST MONTANA'S COMMUNITY LAND TRUST FARM UNDER THE ORGANIZATION'S AG LAND PRESERVATION PROGRAM, WE CONTINUED OUR WORK WITH THE FARMER AND ENGAGING AG AND CONSERVATIONS EXPERTS TO SERVE ON OUR NEWLY FOUNDED FARM VIABILITY COMMITTEE. WE PURSUED NEW OPPORTUNITIES. WE SPOKE WITH FOUR FARMERS ABOUT POTENTIAL PARTNERSHIPS. THE PRESERVATION OF AGRICULTURAL LAND AND SOILS IS CRITICAL TO MAINTAINING LOCAL FOOD SYSTEMS. PROJECTS LIKE THESE NOT ONLY BENEFIT THE BEGINNING FARMERS OPERATING ON THE LAND UNDER A LAND-LEASE AND USAGE AGREEMENT, BUT ALSO THE SURROUNDING COMMUNITY WITH INCREASED ACCESS TO LOCALLY, ORGANICALLY-GROWN FOOD.
EDUCATION AND ADVOCACY OF CLTS:TRUST MONTANA ALSO LEADS EFFORTS TO EXPAND EDUCATION AND UNDERSTANDING OF THE COMMUNITY LAND TRUST MODEL IN THE STATE THROUGH ITS CLT EDUCATION PROGRAM. WITH 22...
EDUCATION AND ADVOCACY OF CLTS:TRUST MONTANA ALSO LEADS EFFORTS TO EXPAND EDUCATION AND UNDERSTANDING OF THE COMMUNITY LAND TRUST MODEL IN THE STATE THROUGH ITS CLT EDUCATION PROGRAM. WITH 22 PRESENTATIONS IN 2025, SERVING 1,350 PEOPLE, THE ORGANIZATION SUPPORTS REALTORS, TITLE AGENTS, LENDERS, AND POTENTIAL HOMEBUYERS. MANY OF THESE PRESENTATIONS QUALIFY AS CONTINUING EDUCATION CREDITS IN THESE INDUSTRIES. TRUST MONTANA ALSO SERVES AS AN EXPERT AND TECHNICAL ASSISTANCE PROVIDER FOR OTHER LAND TRUSTS OPERATING IN THE STATE. AT ANY GIVEN TIME, THE ORGANIZATION IS SUPPORTING 3-5 PEER LAND TRUST PROJECTS, AS WELL AS NAVIGATING EXPLORATORY AND PLANNING CONVERSATIONS WITH 7-12 PARTNERS TO IDENTIFY NEW AND EMERGING PROJECTS FOR TRUST MONTANA.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 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% |
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
Sign In| 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 |
| 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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