STOCK FARM GREATER RAVALLI FOUNDAT… - Form 990 Financial Data

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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

JAMES A COTE

Phone

4063634661

Tax Period

2023-01-01 to 2023-12-31

STOCK FARM GREATER RAVALLI FOUNDATION, founded in 2002, is a small nonprofit in the Education sector that reported $936K in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. Net assets of $3.0M represent 38 months of operating reserves.

Mission

GRASS ROOTS EDUCATIONAL, COLLEGE SCHOLARSHIPS AND SUSTENANCE FINANCIAL SUPPORT FOR RAVALLI COUNTY, MONTANA K-12 STUDENTS AND FAMILIES

Program Service Accomplishments

Program 1

Expenses: $93,435 Revenue: $0

SUSTENANCE SUPPORT FOR BITTERROOT VALLEY FAMILIES WITH SCHOOL AGED CHILDREN PAID DIRECTLY BY ORGANIZATION AND THROUGH BITTERROOT VALLEY CHARITIES

Program 2

Expenses: $156,213 Revenue: $0

Funded Ravalli County School Districts with needed basic education supplies and student sustenance funding due to school districts lack of public funding.

Program 3

Expenses: $543,930 Revenue: $0

Awarded college scholarships to Bitterroot Valley students. See Schedule I

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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 $712,081

Program Service Revenue $0

Investment Income $223,724

Other Revenue $0

TOTAL REVENUE $935,805

Expense Breakdown

Grants Paid $810,039

Salaries & Benefits $78,068

Fundraising Expenses $22,560

Program Expenses $930,754

Other Expenses $99,251

TOTAL EXPENSES $987,358

Year-over-Year Comparison

	2023	2022	Change
Revenue	$935,805	$683,665	+0.4%
Expenses	$987,358	$857,238	+0.2%
Net Income	$-51,553	$-173,573	-0.7%

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

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

$72,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James A Cote	Co-Chairperson	2.00	Officer Director	$0	$0	$0
James R Schueler	Co-Chairperson	2.00	Officer Director	$0	$0	$0
John P Talia	Sec/Treasurer	4.00	Officer Director	$0	$0	$0
Deb Gabelhausen	Executive Dir.	40.00	Officer	$72,000	$0	$72,000
Charles R Schwab	Director	0.00	Director	$0	$0	$0
Kirk Fernandez	Director	0.00	Director	$0	$0	$0
James McNerney	Director	0.00	Director	$0	$0	$0
SONNY LASALLE	Director/Exec. Committee	1.00	Director	$0	$0	$0
Karen Talbot	Director/Exec. Committee	1.00	Director	$0	$0	$0
Mike Canning	Director/Exec. Committee	1.00	Director	$0	$0	$0
Steve Buck	Director/Exec. Committee	1.00	Director	$0	$0	$0
WES SPIKER	Director/Exec. Committee	1.00	Director	$0	$0	$0
Katy Ehlen	Director	1.00	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	No data	No data	No data	No data
2023	$935,805	$987,358	$3,224,353	$-51,553
2022	$683,665	$857,238	$3,263,623	$-173,573
2021	$1,067,573	$797,595	$3,945,218	$269,978
2020	$999,308	$688,054	$3,454,871	$311,254
2019	$597,849	$540,767	$3,130,898	$57,082
2018	$227,898	$527,281	$2,901,476	$-299,383

STOCK FARM GREATER RAVALLI FOUNDATION