NORTHWEST MONTANA HUMAN RESOURCES INC DBA COMMUNITY ACTION PARNERSHIP NW MT (EIN 810366018) - 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

1976

Legal Domicile

Principal Officer

TRACY DIAZ

Phone

4067526565

Tax Period

2023-01-01 to 2023-12-31

NORTHWEST MONTANA HUMAN RESOURCES INC DBA COMMUNITY ACTION PARNERSHIP NW MT, founded in 1976, is a community nonprofit in the Human Services sector that reported $6.2M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $5.8M left a modest 5% surplus.

Mission

CAPNM PROVIDES SOCIAL SERVICES AND ADVOCACY TOGETHER WITH LOCAL PARTNERS TO ALLEVIATE POVERTY, IMPROVE LIVES AND STRENGTHEN COMMUNITIES IN FLATHEAD, LAKE, LINCOLN AND SANDERS COUNTIES.

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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 $3,949,969

Program Service Revenue $2,101,931

Investment Income $43,578

Other Revenue $76,536

TOTAL REVENUE $6,172,014

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,727,698

Fundraising Expenses $0

Program Expenses $5,384,828

Other Expenses $3,109,798

TOTAL EXPENSES $5,837,496

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,172,014	$5,709,908	+0.1%
Expenses	$5,837,496	$5,631,432	+0.0%
Net Income	$334,518	$78,476	+3.3%

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

$440,564

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRACY DIAZ	Executive Dir.	40.00	Officer	$138,638	$18,939	$157,577
CARRIE GABLE	CFO	40.00	Officer	$107,925	$12,954	$120,879
CASSIDY KIPP	PROJECT DEVELOP	40.00	Officer	$77,637	$11,993	$89,630
SARAH ACZAS	PROGRAM OPERATI	40.00	Officer	$58,647	$13,831	$72,478
WENDY NISSEN	President	0.00	Officer Director	$0	$0	$0
STEVE STANLEY	Vice President	0.00	Officer Director	$0	$0	$0
LAURA BURROWES	Secretary/Treas	0.00	Officer Director	$0	$0	$0
ROBIN HAIDLE	Director	0.00	Director	$0	$0	$0
JIM HAMMONS	Director	0.00	Director	$0	$0	$0
CHANCE BARRETT	Director	0.00	Director	$0	$0	$0
JOHN HOLLAND	Director	0.00	Director	$0	$0	$0
ALECIA DAVIS	Director	0.00	Director	$0	$0	$0
JAMIE QUINN	Director	0.00	Director	$0	$0	$0
DONNA MARTIN	Director	0.00	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
2024	No data	No data	No data	No data
2023	$6,172,014	$5,837,496	$15,583,063	$334,518
2022	$5,709,908	$5,631,432	$13,525,818	$78,476
2021	$5,442,155	$5,209,105	$13,692,405	$233,050
2020	$4,793,266	$4,416,463	$10,746,899	$376,803
2019	$4,370,454	$4,632,325	$6,516,641	$-261,871
2018	$5,132,613	$5,772,935	$6,945,332	$-640,322

NORTHWEST MONTANA HUMAN RESOURCES INC DBA COMMUNITY ACTION PARNERSHIP NW MT