IMPACT MONTANA INCORPORATED (EIN 464505310) - 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

2014

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

IMPACT MONTANA INCORPORATED, founded in 2014, is a small nonprofit in the Public & Societal Benefit sector that reported $274K in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $57K, a strong 21% operating margin.

Mission

Help service members veterans first responders and their families define their purpose connect with health and community solutions and strive for what they value.

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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 (2023)

Revenue Breakdown

Contributions & Grants $185,903

Program Service Revenue $16,792

Investment Income $189

Other Revenue $71,019

TOTAL REVENUE $273,903

Expense Breakdown

Grants Paid $0

Salaries & Benefits $62,838

Fundraising Expenses $20,415

Program Expenses $136,543

Other Expenses $153,795

TOTAL EXPENSES $216,633

Year-over-Year Comparison

	2023	2022	Change
Revenue	$273,903	$199,737	+0.4%
Expenses	$216,633	$205,789	+0.1%
Net Income	$57,270	$-6,052	-10.5%

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

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

$40,492

Total Directors

Key Employees

$31,180

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tara Lynn DeCock	Secretary	3.00	Director	$0	$0	$0
Mike Hayes	First Responder Liaison	0.50	Director	$0	$0	$0
Deb Hansen	Family Liaison	2.00	Director	$0	$0	$0
Michael Brown	Board Member	1.00	Director	$0	$0	$0
Nathan Wyant	Board Member	1.50	Director	$0	$0	$0
Kathy Linton	Events Director	2.00	Director	$0	$0	$0
Ryan Luchau	Executive Director	50.00	Officer	$40,492	$0	$40,492
Gary Brewer	President	4.00	Officer	$0	$0	$0
Aaron Jones	Vice President	2.00	Officer	$0	$0	$0
Chantelle Russell	Operations Administration	40.00	Key Emp	$31,180	$0	$31,180

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	No data	No data	No data	No data
2023	$273,903	$216,633	$68,436	$57,270
2023	No data	No data	No data	No data
2022	$199,737	$205,789	$11,532	$-6,052
2022	$162,039	$169,110	$9,254	$-7,071

IMPACT MONTANA INCORPORATED