NORTHWEST MONTANA UNITED WAY INC (EIN 810304856) - 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

1969

Legal Domicile

Principal Officer

JODIE CROSS

Phone

4067527266

Tax Period

2023-01-01 to 2023-12-31

NORTHWEST MONTANA UNITED WAY INC, founded in 1969, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $332K in total revenue in fiscal year 2023. Revenue fell 27% from the prior year — a significant decline worth monitoring.

Mission

FUNDRAISING FOR TAX EXEMPT AGENCIES

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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 $326,490

Program Service Revenue $4,260

Investment Income $1,333

Other Revenue $0

TOTAL REVENUE $332,083

Expense Breakdown

Grants Paid $149,368

Salaries & Benefits $69,375

Fundraising Expenses $11,290

Program Expenses $312,581

Other Expenses $136,293

TOTAL EXPENSES $355,036

Year-over-Year Comparison

	2023	2022	Change
Revenue	$332,083	$453,016	-0.3%
Expenses	$355,036	$247,658	+0.4%
Net Income	$-22,953	$205,358	-1.1%

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

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

$29,600

Total Directors

$29,600

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS PARSON	DIRECTOR	1.00	Director	$0	$0	$0
JODIE CROSS	EXECUTIVE DIRECTOR	1.00	Officer Director	$29,600	$0	$29,600
JOHN GOROSKI	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LIZ ENGLISH	DIRECTOR	1.00	Director	$0	$0	$0
JOHN STOBIE	DIRECTOR	1.00	Director	$0	$0	$0
HEIDI ESCALANTE	DIRECTOR	1.00	Director	$0	$0	$0
HEIDI HICKETHIER	DIRECTOR	1.00	Director	$0	$0	$0
TYLER HODGES	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER JOHNSON	TREASURER	1.00	Officer Director	$0	$0	$0
TAMARA WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
ALISON SCHMALTZ	DIRECTOR	1.00	Director	$0	$0	$0
KIETH VALENTINE	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY ASHBY	DIRECTOR	1.00	Director	$0	$0	$0
ROXANNA PARKER	PRESIDENT	1.00	Officer Director	$0	$0	$0
ROXANNA PARKER	PRESIDENT	40.00	Officer	$0	$0	$0
NICHOLE STEWARD	EXECUTIVE DIRECTOR	40.00	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	$332,083	$355,036	$551,291	$-22,953
2022	$453,016	$247,658	$577,328	$205,358
2021	$307,438	$251,812	$389,126	$55,626
2020	$594,755	$484,813	$352,771	$109,942
2019	$606,592	$912,677	$313,751	$-306,085
2018	$775,392	$836,104	$628,837	$-60,712

NORTHWEST MONTANA UNITED WAY INC