Montana Small Schools Alliance (EIN 460496173) - 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

1996

Legal Domicile

Principal Officer

Janelle Beers

Phone

4066837120

Tax Period

2024-01-01 to 2024-12-31

Montana Small Schools Alliance, founded in 1996, is a small nonprofit in the Education sector that reported $246K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $215K left a modest 12% surplus.

Mission

The organization's purpose is to provide professional development, research, resources and technical assistance to help Montana's small schools meet state and federal mandates in educationally sound ways.

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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 $187,405

Program Service Revenue $57,600

Investment Income $569

Other Revenue $0

TOTAL REVENUE $245,574

Expense Breakdown

Grants Paid $1,891

Salaries & Benefits $101,259

Fundraising Expenses $0

Program Expenses $139,027

Other Expenses $112,155

TOTAL EXPENSES $215,305

Year-over-Year Comparison

	2024	2023	Change
Revenue	$245,574	$269,412	-0.1%
Expenses	$215,305	$213,147	+0.0%
Net Income	$30,269	$56,265	-0.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Carolyn Hall	President	Officer Director	$0	$0	$0
Jayne Downey	Vice President	Director	$0	$0	$0
Katrina Kennett	Board Member	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
2024	$245,574	$215,305	$322,601	$30,269
2023	$269,412	$213,147	$292,150	$56,265
2022	$235,342	$209,374	$235,885	$25,968
2021	$222,865	$225,099	$209,917	$-2,234
2020	$227,954	$174,503	$212,151	$53,451
2019	$219,053	$203,513	$158,697	$15,540
2018	$205,896	$171,304	$143,388	$34,592

Montana Small Schools Alliance