SHERMONT MANOR (EIN 481266285) - 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

2002

Legal Domicile

Principal Officer

MARGIE SECCOMB

Phone

4064964975

Tax Period

2023-10-01 to 2024-09-30

SHERMONT MANOR, founded in 2002, is a small nonprofit in the Education sector that reported $240K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

TO DEVELOP, MAINTAIN, AND OPERATE HOUSING FACILITIES FOR LOW-INCOME PEOPLE IN BUTTE-SILVER BOW, ANACONDA-DEER LODGE, POWELL, GRANITE, MADISON, AND BEAVERHEAD COUNTIES.

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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 $142,145

Program Service Revenue $94,454

Investment Income $375

Other Revenue $2,761

TOTAL REVENUE $239,735

Expense Breakdown

Grants Paid $0

Salaries & Benefits $21,040

Fundraising Expenses $0

Program Expenses $244,844

Other Expenses $223,804

TOTAL EXPENSES $244,844

Year-over-Year Comparison

	2023	2022	Change
Revenue	$239,735	$214,753	+0.1%
Expenses	$244,844	$307,520	-0.2%
Net Income	$-5,109	$-92,767	-0.9%

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

$313,615

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM FAY	PRESIDENT	0.30	Officer Director	$0	$0	$0
MARILYN ROSS	VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
BOB HENRY	SECRETARY/TREASURER	0.30	Officer Director	$0	$0	$0
DODIE RENNFIELD	BOARD MEMBER	0.30	Director	$0	$0	$0
CHARITY FECHTER	BOARD MEMBER	0.30	Director	$0	$0	$0
MARGIE SECCOMB	CEO	1.00	Officer	$0	$19,661	$118,517
DON FOLEY	CFO	2.00	Officer	$0	$9,051	$100,575
KRISTEN CHAMBERS	COO	1.00	Officer	$0	$16,870	$94,523

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	$239,735	$244,844	$1,580,558	$-5,109
2023	$214,753	$307,520	$1,520,899	$-92,767
2022	$211,059	$252,541	$1,625,898	$-41,482
2021	$206,924	$225,913	$1,650,574	$-18,989
2020	$194,456	$248,481	$1,679,948	$-54,025
2019	$200,238	$243,990	$1,676,883	$-43,752
2017	$194,066	$241,063	$1,761,041	$-46,997

SHERMONT MANOR