MONTANA BUDGET AND POLICY CENTER

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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

2010

Legal Domicile

Principal Officer

MADALYN QUINLAN

Phone

4064225848

Tax Period

2024-10-01 to 2025-09-30

MONTANA BUDGET AND POLICY CENTER, founded in 2010, is a community nonprofit in the Public & Societal Benefit sector that reported $1.8M in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $299K, a strong 17% operating margin.

Mission

To advance responsible tax, budget, and economic policies through credible research and analysis in order to promote opportunity and fairness for all Montanans.

Program Service Accomplishments

Program 1

Expenses: $1,333,139 Revenue: $20,809

MBPCs mission is to advance responsible tax, budget, and economic policies through credible research and analysis in order to promote opportunity and fairness for all Montanans. The Montana Budget & Policy Center produced a dozen reports on budget and tax issues impacting those experiencing poverty; disseminated the research and analysis to a wide variety of audiences; conducted outreach to partners, impacted individuals, community leaders, and policy makers; and gave multiple presentations on a range of public policy issues. MONTANA KIDS COUNT, NORTH DAKOTA KIDS COUNT, AND SOUTH DAKOTA KIDS COUNT ARE PROJECTS OF THE MONTANA BUDGET & BUDGET & POLICY CENTER, PROVIDING RELIABLE DATA AND ANALYSIS ON CHILD WELL-BEING IN THE THREE STATE REGION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,731,880

Program Service Revenue $20,809

Investment Income $36,726

Other Revenue $0

TOTAL REVENUE $1,789,415

Expense Breakdown

Grants Paid $169,500

Salaries & Benefits $1,054,436

Fundraising Expenses $39,364

Program Expenses $1,333,139

Other Expenses $266,661

TOTAL EXPENSES $1,490,597

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,789,415	$1,324,000	+0.4%
Expenses	$1,490,597	$1,114,954	+0.3%
Net Income	$298,818	$209,046	+0.4%

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

$118,476

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEATHER O'LOUGHLIN	Executive Dir.	40.00	Officer	$107,142	$11,334	$118,476
MADALYN QUINLAN	President	2.00	Officer Director	$0	$0	$0
COURTNEY SMITH	MEMBER	2.00	Director	$0	$0	$0
MANDY SMOKER BROADDUS	MEMBER	2.00	Director	$0	$0	$0
SHEILA RICE	Treasurer	2.00	Officer Director	$0	$0	$0
DOUG MITCHELL	MEMBER	2.00	Director	$0	$0	$0
LILA FLEISHMAN	MEMBER	2.00	Director	$0	$0	$0
CINDA IRONMAKER	MEMBER	2.00	Director	$0	$0	$0
JAMES STEELE JR	Vice President	2.00	Officer Director	$0	$0	$0
NICOLE GOMEZ PATALANO	MEMBER	2.00	Director	$0	$0	$0
TIERNEY QUEEN-STEWART	MEMBER	2.00	Director	$0	$0	$0
DANIEL SIDDER	MEMBER	2.00	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
2025	$1,789,415	$1,490,597	$1,843,105	$298,818
2024	$1,324,000	$1,114,954	$1,545,573	$209,046
2023	$1,047,990	$1,102,872	$1,336,655	$-54,882
2022	$1,504,841	$1,153,094	$1,359,696	$351,747
2021	$1,408,292	$1,198,340	$999,748	$209,952
2020	$1,089,180	$998,290	$792,528	$90,890
2019	$767,671	$857,772	$681,419	$-90,101
2018	$1,065,937	$743,694	$777,364	$322,243