Montana Family Institute Inc (EIN 753008481) - 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

Phone

4066281141

Tax Period

2023-01-01 to 2023-12-31

Montana Family Institute Inc, founded in 2002, is a small nonprofit in the Social Science sector that reported $752K in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $220K, a strong 29% operating margin.

Mission

To preserve and strengthen the family and traditional family values.

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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 $694,577

Program Service Revenue $0

Investment Income $73,660

Other Revenue $-16,717

TOTAL REVENUE $751,520

Expense Breakdown

Grants Paid $1,240

Salaries & Benefits $335,428

Fundraising Expenses $38,094

Program Expenses $421,065

Other Expenses $194,798

TOTAL EXPENSES $531,466

Year-over-Year Comparison

	2023	2022	Change
Revenue	$751,520	$576,699	+0.3%
Expenses	$531,466	$556,704	0.0%
Net Income	$220,054	$19,995	+10.0%

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

$151,455

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	Secretary	1.0	Officer Director	$0	$0	$0
N/A	Treasurer (part year)	1.0	Officer Director	$0	$0	$0
N/A	Chair & Treasurer	1.0	Officer Director	$0	$0	$0
N/A	Vice Chair	1.0	Officer Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	President/CEO	32.0	Officer	$121,164	$0	$151,455
N/A	Attorney	32.0	Highest	$107,200	$0	$134,000

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	$751,520	$531,466	$1,589,323	$220,054
2022	$576,699	$556,704	$1,395,930	$19,995
2021	$525,476	$340,257	$1,420,581	$185,219
2020	$979,670	$364,576	$1,213,605	$615,094
2019	$495,678	$439,636	$598,511	$56,042
2018	$586,581	$269,564	$581,659	$317,017

Montana Family Institute Inc