Fort Phil Kearny Bozeman Trail Asso (EIN 742394303) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Tax Period

2022-11-01 to 2023-10-31

Fort Phil Kearny Bozeman Trail Asso, founded in 1985, is a micro nonprofit in the Recreation & Sports sector that reported $79K in total revenue in fiscal year 2022. Net assets of $205K represent 31 months of operating reserves.

Mission

The organizations mission is to preserve, develop and promote historical sites at Fort Phil Kearny and along the Bozeman Trail. A priority is to educate school groups and the general public about the Bozeman Trail and its historical sites.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $21,675

Program Service Revenue $57,959

Investment Income $-830

Other Revenue $0

TOTAL REVENUE $78,804

Expense Breakdown

Grants Paid $3,704

Salaries & Benefits $5,632

Fundraising Expenses $0

Program Expenses $79,184

Other Expenses $75,161

TOTAL EXPENSES $84,497

Year-over-Year Comparison

	2022	2021	Change
Revenue	$78,804	N/A	N/A
Expenses	$84,497	N/A	N/A
Net Income	$-5,693	N/A	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Joanne Puckett	Director	2.00	Director	$0	$0	$0
Elva Carroll	Director	1.00	Director	$0	$0	$0
Ray Klein	Director	1.00	Director	$0	$0	$0
Victoria Hahn	Director	1.00	Director	$0	$0	$0
Cody Newton	Director	1.00	Director	$0	$0	$0
Gary Joy	Director	1.00	Director	$0	$0	$0
Luke Gay	Vice-President	2.00	Officer	$0	$0	$0
Dave McKee	President	4.00	Officer	$0	$0	$0
Spencer Morris	Treasurer	2.00	Officer	$0	$0	$0
Susan Grant	Secretary	2.00	Officer	$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	$78,804	$84,497	$205,327	$-5,693

Fort Phil Kearny Bozeman Trail Asso