Big Brothers Big Sisters Of NORTHWEST MONTANA (EIN 810374742) - 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

1978

Legal Domicile

Principal Officer

DANIELLE KELLY

Phone

4067520092

Tax Period

2024-01-01 to 2024-12-31

Big Brothers Big Sisters Of NORTHWEST MONTANA, founded in 1978, is a small nonprofit that reported $259K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $329K exceeded revenue, resulting in a 27% operating deficit.

Mission

Create and support one-to-one mentoring relationships that ignite the power and promise of youth.

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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 $251,565

Program Service Revenue $0

Investment Income $15,486

Other Revenue $-8,245

TOTAL REVENUE $258,806

Expense Breakdown

Grants Paid $0

Salaries & Benefits $234,785

Fundraising Expenses $45,960

Program Expenses $220,941

Other Expenses $93,847

TOTAL EXPENSES $328,632

Year-over-Year Comparison

	2024	2023	Change
Revenue	$258,806	$218,799	+0.2%
Expenses	$328,632	$158,063	+1.1%
Net Income	$-69,826	$60,736	-2.1%

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

150

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

$75,272

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIELLE KELLY	Executive Dir.	40.00	Officer	$70,379	$4,893	$75,272
ALEXI YARDE	Member	1.00	Director	$0	$0	$0
JEFF HEINLE	Member	1.00	Director	$0	$0	$0
JILL JACOBSON	President	1.00	Officer Director	$0	$0	$0
SABRINA AMUNDSON	Member	1.00	Director	$0	$0	$0
ED HIGGINS	Vice President	1.00	Officer Director	$0	$0	$0
CYNTHIA KOCH	Treasurer	1.00	Officer Director	$0	$0	$0
HEATHER LUSIGNAN	Secretary	1.00	Officer 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	$258,806	$328,632	$300,134	$-69,826
2023	$312,136	$320,555	$297,050	$-8,419
2023	$218,799	$158,063	$359,607	$60,736
2022	$233,264	$272,444	$257,562	$-39,180
2021	$202,783	$222,432	$303,215	$-19,649
2020	$317,928	$256,655	$308,994	$61,273
2019	$227,138	$228,580	$259,179	$-1,442
2018	$201,326	$202,101	$254,252	$-775

Big Brothers Big Sisters Of NORTHWEST MONTANA