SOROPTIMIST INTERNATIONAL OF WHITEFISH (EIN 810286090) - 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

1960

Legal Domicile

Principal Officer

KATE MCLAUGHLIN

Phone

4068622725

Tax Period

2024-07-01 to 2025-06-30

SOROPTIMIST INTERNATIONAL OF WHITEFISH, founded in 1960, is a small nonprofit in the Crime & Legal sector that reported $249K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $236K left a modest 5% surplus.

Mission

EMPOWERMENT THROUGH ADVOCATING FOR EQUALITY, CREATING SAFE AND HEALTHY ENVIRONMENTS, INCREASING ACCESS TO EDUCATION, AND DEVELOPING LEADERSHIP AND PRACTICAL SKILLS FOR A SUSTAINABLE FUTURE.

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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 $223,484

Program Service Revenue $0

Investment Income $7,180

Other Revenue $18,260

TOTAL REVENUE $248,924

Expense Breakdown

Grants Paid $191,808

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $234,313

Other Expenses $44,520

TOTAL EXPENSES $236,328

Year-over-Year Comparison

	2024	2023	Change
Revenue	$248,924	$267,347	-0.1%
Expenses	$236,328	$191,950	+0.2%
Net Income	$12,596	$75,397	-0.8%

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

N/A

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
KAREN CRITTENDEN	TREASURER	5.00	Officer Director	$0	$0	$0
VICTORIA GABALDON	PRESIDENT-EL	5.00	Officer Director	$0	$0	$0
KATE MCLAUGHLIN	VICE TREASUR	5.00	Officer Director	$0	$0	$0
TONYA PRICE	PRESIDENT	5.00	Officer Director	$0	$0	$0
CINDRA STAHL	SECRETARY	5.00	Officer Director	$0	$0	$0
DIANE YARUS	FORMER PRESI	5.00	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
2025	$248,924	$236,328	$354,883	$12,596
2024	$267,347	$191,950	$332,193	$75,397
2023	$92,492	$98,558	$254,356	$-6,066
2022	$67,810	$130,166	$273,298	$-62,356
2021	$159,542	$134,121	$322,423	$25,421
2020	$213,118	$196,606	$297,002	$16,512
2019	$271,410	$213,870	$280,490	$57,540
2018	$255,249	$272,367	$222,950	$-17,118

SOROPTIMIST INTERNATIONAL OF WHITEFISH