FRIENDS OF THE HISTORICAL MUSEUM AT FORT MISSOULA (EIN 810373490) - 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

1977

Legal Domicile

Principal Officer

SYDNEY BACON

Phone

4062583471

Tax Period

2023-07-01 to 2024-06-30

FRIENDS OF THE HISTORICAL MUSEUM AT FORT MISSOULA, founded in 1977, is a small nonprofit that reported $285K in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $169K, a strong 59% operating margin.

Mission

THE FRIENDS OF THE HISTORICAL MUSEUM AT FORT MISSOULA IS ORGANIZED EXCLUSIVELY FOR THE PURPOSE OF AIDING AND SUPPORTING THE HISTORICAL MUSEUM AT FORT MISSOULA TO KEEP MISSOULA'S HISTORY ALIVE FOR THE ENJOYMENT AND EDUCATION OF THE PUBLIC.

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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 $173,701

Program Service Revenue $0

Investment Income $26,702

Other Revenue $84,465

TOTAL REVENUE $284,868

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $108,299

Other Expenses $116,009

TOTAL EXPENSES $116,009

Year-over-Year Comparison

	2023	2022	Change
Revenue	$284,868	$222,767	+0.3%
Expenses	$116,009	$79,470	+0.5%
Net Income	$168,859	$143,297	+0.2%

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

100

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
SYDNEY BACON	PRESIDENT	2.00	Officer Director	$0	$0	$0
THULA WEISEL	VICE-PRESIDE	2.00	Officer Director	$0	$0	$0
KALINA PRITCHARD	SECRETARY	2.00	Officer Director	$0	$0	$0
LIEF FREDRICKSON	TREASURER	2.00	Officer Director	$0	$0	$0
ALAN JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
TITO FLORES	TRUSTEE	1.00	Director	$0	$0	$0
NATALIE BOND	TRUSTEE	1.00	Director	$0	$0	$0
GREG MARTIN	TRUSTEE	1.00	Director	$0	$0	$0
CASEY ERICKSON	TRUSTEE	1.00	Director	$0	$0	$0
DIANE SANDS	TRUSTEE	1.00	Director	$0	$0	$0
STEVE BIXBY	TRUSTEE	1.00	Director	$0	$0	$0
KIRK FLYNN	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT RANF	TRUSTEE	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	$284,868	$116,009	$701,972	$168,859
2023	$222,767	$79,470	$546,570	$143,297
2022	$238,337	$101,516	$403,273	$136,821

FRIENDS OF THE HISTORICAL MUSEUM AT FORT MISSOULA