HERITAGE HOUSE MUSEUM OF MONT CO INC (EIN 710809313) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Tax Period

2018-01-01 to 2018-12-31

HERITAGE HOUSE MUSEUM OF MONT CO INC, founded in 1998, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $49K in total revenue in fiscal year 2018. Revenue decreased 13% compared to the prior year. Expenses of $43K left a modest 12% surplus.

Mission

MAINTAIN MUSEUM FOR PUBLIC

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $48,519

Program Service Revenue $0

Investment Income $258

Other Revenue $0

TOTAL REVENUE $48,777

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,246

Fundraising Expenses $0

Program Expenses $35,392

Other Expenses $32,655

TOTAL EXPENSES $42,901

Year-over-Year Comparison

	2018	2017	Change
Revenue	$48,777	$55,760	-0.1%
Expenses	$42,901	$35,637	+0.2%
Net Income	$5,876	$20,123	-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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD RAY	TREASURER	3.00	Officer Director	$0	$0	$0
KAY BANTA	MEMBER	0.00	Director	$0	$0	$0
BETTY PRINCE	MEMBER	0.00	Director	$0	$0	$0
BILL RAY	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
DEAN SHAW	MEMBER	0.00	Director	$0	$0	$0
DON MONK	PRESIDENT	0.00	Officer Director	$0	$0	$0
HODGE BLACK	MEMBER	0.00	Director	$0	$0	$0
KAREN HAMILTON	MEMBER	0.00	Director	$0	$0	$0
KATHY STUCKER	SECRETARY	0.00	Officer Director	$0	$0	$0
LORETHA RAY	MEMBER	0.00	Director	$0	$0	$0
DEBBIE BALDWIN	MEMBER	0.00	Director	$0	$0	$0
BRANDON JACKSON	MEMBER	0.00	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
2018	$48,777	$42,901	$329,336	$5,876

HERITAGE HOUSE MUSEUM OF MONT CO INC