YELLOWSTONE FOREVER (EIN 475427975) - 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

2015

Legal Domicile

Principal Officer

LISA DIEKMANN

Phone

4068482840

Tax Period

2024-03-01 to 2025-02-28

YELLOWSTONE FOREVER, founded in 2015, is a mid-sized nonprofit in the Environment sector that reported $41.8M in total revenue in fiscal year 2024. Revenue surged 96% from the prior year, signaling strong growth momentum. The organization ran a surplus of $24.9M, a strong 60% operating margin.

Mission

YELLOWSTONE FOREVER (YF) SERVES AS THE OFFICIAL NON-PROFIT PARTNER FOR YELLOWSTONE NATIONAL PARK (PARK). YF'S PURPOSE IS TO PROVIDE GRANTS AND IN-KIND SUPPORT TO THE PARK THROUGH PHILANTHROPIC AND EDUCATIONAL INITIATIVES.

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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 $34,396,651

Program Service Revenue $1,694,046

Investment Income $1,838,024

Other Revenue $3,892,864

TOTAL REVENUE $41,821,585

Expense Breakdown

Grants Paid $5,770,899

Salaries & Benefits $6,290,525

Fundraising Expenses $3,283,756

Program Expenses $10,645,668

Other Expenses $3,216,339

TOTAL EXPENSES $16,919,975

Year-over-Year Comparison

	2024	2023	Change
Revenue	$41,821,585	$21,308,600	+1.0%
Expenses	$16,919,975	$14,470,123	+0.2%
Net Income	$24,901,610	$6,838,477	+2.6%

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

135

Volunteers

106

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

$474,363

Total Directors

$292,603

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNIE GRAHAM	DIRECTOR	3.00	Director	$0	$0	$0
ARIELLE PATRICK	DIRECTOR	3.00	Director	$0	$0	$0
BOB ROWE	DIRECTOR	3.00	Director	$0	$0	$0
CAROLYN HEPPEL	SECRETARY	10.00	Officer Director	$0	$0	$0
DAVID YOUN	DIRECTOR	3.00	Director	$0	$0	$0
DOUG SPENCER	CHAIR OF THE BOARD	10.00	Officer Director	$0	$0	$0
ELIZABETH WEBB	DIRECTOR	3.00	Director	$0	$0	$0
JACQUELINE ROONEY	DIRECTOR	3.00	Director	$0	$0	$0
LISA DIEKMANN	PRESIDENT & CEO	40.00	Officer Director	$264,418	$28,185	$292,603
MICHAEL SOLOT	TREASURER	10.00	Officer Director	$0	$0	$0
NICHOLAS OLDS	VICE CHAIR	10.00	Officer Director	$0	$0	$0
PAUL BERTELLI	DIRECTOR	3.00	Director	$0	$0	$0
STEPHANIE TARBET	DIRECTOR	3.00	Director	$0	$0	$0
SUSAN ROEDER	DIRECTOR	3.00	Director	$0	$0	$0
TOM DETMER	DIRECTOR	3.00	Director	$0	$0	$0
KRISTENA MILLS	CHIEF FINANCE OFFICER	40.00	Officer	$158,824	$22,936	$181,760
LINDSAY ROBB	CHIEF OPERATING OFFICER	40.00	Highest	$132,306	$7,188	$139,494
NINA NOVIKOFF	CHIEF HUMAN RESOURCE OFFIC	40.00	Highest	$148,594	$15,480	$164,074
OLESJA HOPPE	REGIONAL DIRECTORY OF PHIL	40.00	Highest	$125,127	$7,341	$132,468
SAMUEL BARKLEY	CHIEF DEVELOPMENT OFFICER	40.00	Highest	$142,471	$23,472	$165,943
WENDIE CARR	CHIEF MARKETING OFFICER	40.00	Highest	$155,026	$24,203	$179,229

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	$41,821,585	$16,919,975	$70,514,236	$24,901,610
2024	$21,308,600	$14,470,123	$45,715,575	$6,838,477
2023	$21,060,958	$13,635,682	$38,958,964	$7,425,276
2022	$24,864,461	$9,707,419	$31,698,684	$15,157,042
2021	$10,813,281	$7,735,632	$19,862,866	$3,077,649
2020	$14,346,181	$17,207,595	$16,824,256	$-2,861,414
2019	$15,196,417	$19,045,210	$18,487,905	$-3,848,793

YELLOWSTONE FOREVER