ADULT RESOURCE ALLIANCE OF YELLOWSTONE COUNTY (EIN 810364744) - 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

1975

Legal Domicile

Phone

4062599666

Tax Period

2022-07-01 to 2023-06-30

ADULT RESOURCE ALLIANCE OF YELLOWSTONE COUNTY, founded in 1975, is a community nonprofit in the Human Services sector that reported $3.8M in total revenue in fiscal year 2022. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE EFFECTIVE SERVICES AND LEAD COLLABORATIVE EFFORTS TO ENSURE SENIORS REMAIN INDEPENDENT WITH THE HIGHEST POSSIBLE QUALITY OF LIFE

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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 (2022)

Revenue Breakdown

Contributions & Grants $3,634,079

Program Service Revenue $99,822

Investment Income $19,835

Other Revenue $76,949

TOTAL REVENUE $3,830,685

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,843,578

Fundraising Expenses $145,161

Program Expenses $3,299,974

Other Expenses $1,978,055

TOTAL EXPENSES $3,821,633

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,830,685	$3,264,487	+0.2%
Expenses	$3,821,633	$3,544,680	+0.1%
Net Income	$9,052	$-280,193	-1.0%

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

Volunteers

550

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
JON STEPANEK	Director	1.00	Director	$0	$0	$0
DUANE LOKEN	President	1.00	Officer Director	$0	$0	$0
BRIAN MACY	Vice President	2.00	Director	$0	$0	$0
BEN MCKEE	Secretary	1.00	Officer Director	$0	$0	$0
COLE CATLIN	Director	1.00	Director	$0	$0	$0
SUE DEVRIES	Director	1.00	Director	$0	$0	$0
JEANNE GATES	Director	2.00	Director	$0	$0	$0
BRIAN MCHUGH	Director	1.00	Director	$0	$0	$0
HEATHER HIRSCH	Treasurer	2.00	Officer Director	$0	$0	$0
KEVIN SIDER	Director	2.00	Officer Director	$0	$0	$0
KALYN BRIGGS	Director	1.00	Director	$0	$0	$0
PAM HOFFERBER	Director	1.00	Director	$0	$0	$0
LINDA ROERS	Director	1.00	Director	$0	$0	$0
DON JONES	Director	1.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$3,830,685	$3,821,633	$5,473,773	$9,052
2022	$3,264,487	$3,544,680	$5,556,804	$-280,193
2021	$3,680,635	$3,148,805	$5,949,620	$531,830
2020	$3,413,254	$2,955,952	$5,891,726	$457,302
2019	$3,377,599	$2,830,970	$4,922,927	$546,629
2018	$3,054,165	$2,753,823	$3,688,011	$300,342

ADULT RESOURCE ALLIANCE OF YELLOWSTONE COUNTY