LITTLE BITTERROOT SERVICES INC

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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

1977

Legal Domicile

Principal Officer

SHANNON BENSON

Phone

4068263694

Tax Period

2024-07-01 to 2025-06-30

LITTLE BITTERROOT SERVICES INC, founded in 1977, is a community nonprofit that reported $4.0M in total revenue in fiscal year 2024. Expenses of $3.6M left a modest 10% surplus.

Mission

TO PLAN, DEVELOP, AND OPERATE A COST EFFECTIVE AND COMPREHENSIVE RANGE OF SERVICES FOR PERSONS WITH DISABILITIES IN AREAS OF EMPLOYMENT, COMMUNITY LIVING AND RECREATION.

Program Service Accomplishments

Program 1

Expenses: $2,556,805 Revenue: $180,544

PROVIDE SUPPORTIVE SERVICES, RESIDENTIAL SERVICES AND EMPLOYMENT SERVICES DIRECTLY TO CONSUMERS. OPERATION OF A COMMUNITY HOME AND LIVING SERVICES. STATE PAYMENTS FROM EMPLOYMENT AND RESIDENTIAL...

PROVIDE SUPPORTIVE SERVICES, RESIDENTIAL SERVICES AND EMPLOYMENT SERVICES DIRECTLY TO CONSUMERS. OPERATION OF A COMMUNITY HOME AND LIVING SERVICES. STATE PAYMENTS FROM EMPLOYMENT AND RESIDENTIAL SERVICES RENDERED ARE RECORDED ON PAGE 1 UNDER CONTRIBUTIONS AND GRANTS.

Program 2

Expenses: $673,873

PROVIDING EMPLOYMENT AND JOB TRAINING IN THRIFT STORES AND A GROCERY STORE. PROCEEDS FROM THE SALE OF DONATED ITEMS ARE RECORDED AS CONTRIBUTIONS ON THIS TAX RETURN.

Program 3

Expenses: $36,384

THE GYM PROVIDES RECREATIONAL AND INTEGRATION OPPORTUNITIES FOR CONSUMERS WITHIN THE COMMUNITY. THE COMMUNITY IS BENEFITTED THROUGH THE ABILITY TO PURCHASE A LOW COST MEMBERSHIP.

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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 $3,654,798

Program Service Revenue $180,544

Investment Income $77,200

Other Revenue $79,838

TOTAL REVENUE $3,992,380

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,712,724

Fundraising Expenses $0

Program Expenses $3,267,062

Other Expenses $892,456

TOTAL EXPENSES $3,605,180

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,992,380	$3,787,204	+0.1%
Expenses	$3,605,180	$3,444,581	+0.0%
Net Income	$387,200	$342,623	+0.1%

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

100

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

$89,289

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANNON BENSON	Executive Dir.	40.00	Officer	$74,811	$14,478	$89,289
BRIAN CRAIN	Chairman	2.00	Officer Director	$0	$0	$0
JOHN HOLLAND	MEMBER	2.00	Director	$0	$0	$0
ANGELA FRANK	Secretary	2.00	Officer Director	$0	$0	$0
STEWART MIKE BROWN	REPRESENTATIVE	2.00	Director	$0	$0	$0
LORI REHBEIN	MEMBER	2.00	Director	$0	$0	$0
SANDY DAVIS	MEMBER	2.00	Director	$0	$0	$0
ADAM BACHE	MEMBER	2.00	Director	$0	$0	$0
JILL LOFTHUS	MEMBER	2.00	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	$3,992,380	$3,605,180	$6,296,800	$387,200
2024	$3,787,204	$3,444,581	$5,916,401	$342,623
2023	$3,417,035	$3,020,973	$5,515,448	$396,062
2022	$3,523,723	$2,912,773	$5,177,215	$610,950
2021	$3,516,482	$2,913,035	$4,553,600	$603,447
2020	$3,224,956	$2,693,376	$3,958,988	$531,580
2019	$2,923,260	$2,404,032	$3,393,219	$519,228