MOONLIGHT COMMUNITY FOUNDATION (EIN 800941705) - 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

2013

Legal Domicile

Principal Officer

JERRY HOOD

Phone

4065522960

Tax Period

2023-01-01 to 2023-12-31

MOONLIGHT COMMUNITY FOUNDATION, founded in 2013, is a community nonprofit in the Environment sector that reported $1.0M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $157K, a strong 16% operating margin.

Mission

SUPPORT INITIATIVES FOR YOUTH EDUCATION, CONSERVATION, AND UNDER-SERVED NEEDS BENEFITING THE BIG SKY COMMUNITY.

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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 $879,040

Program Service Revenue $0

Investment Income $-1,538

Other Revenue $130,534

TOTAL REVENUE $1,008,036

Expense Breakdown

Grants Paid $747,033

Salaries & Benefits $0

Fundraising Expenses $24,759

Program Expenses $747,033

Other Expenses $104,334

TOTAL EXPENSES $851,367

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,008,036	$912,063	+0.1%
Expenses	$851,367	$710,210	+0.2%
Net Income	$156,669	$201,853	-0.2%

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

$64,476

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BOB RHEA	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
LIZ KELLY	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JERRY HOOD	TREASURER	2.00	Officer Director	$0	$0	$0
LYNN KELLEY	SECRETARY	3.00	Officer Director	$0	$0	$0
ANIA BULIS	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN GERMAIN	DIRECTOR	2.00	Director	$0	$0	$0
HEATHER MORRIS	DIRECTOR	2.00	Director	$0	$0	$0
JILL NELSON	DIRECTOR	2.00	Director	$0	$0	$0
ERIK MORRISON	DIRECTOR	2.00	Director	$0	$0	$0
JULIE PEINADO	DIRECTOR	2.00	Director	$0	$0	$0
KATHARINE STOWE	DIRECTOR	2.00	Director	$0	$0	$0
ANNA SHIPLEY	EXECUTIVE DIRECTOR	40.00	Officer	$64,476	$0	$64,476

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	$1,008,036	$851,367	$1,128,981	$156,669
2022	$912,063	$710,210	$969,242	$201,853
2021	$833,417	$487,254	$770,167	$346,163
2020	$589,669	$470,733	$418,753	$118,936
2019	$410,889	$298,067	$283,431	$112,822
2018	$313,841	$250,435	$170,807	$63,406

MOONLIGHT COMMUNITY FOUNDATION