OLD BALDY RECREATION ASSOCIATION (EIN 810391790) - 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

1972

Legal Domicile

Principal Officer

Lois Delger-DeMars

Phone

4069801366

Tax Period

2025-01-01 to 2025-12-31

OLD BALDY RECREATION ASSOCIATION, founded in 1972, is a small nonprofit that reported $273K in total revenue in fiscal year 2025. The organization ran a surplus of $123K, a strong 45% operating margin.

Mission

Provide recreational activities (in the form of golf) at a reasonable cost to the residents of Broadwater County, Montana, and surrounding areas.

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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 (2025)

Revenue Breakdown

Contributions & Grants $12,150

Program Service Revenue $260,674

Investment Income $-312

Other Revenue $459

TOTAL REVENUE $272,971

Expense Breakdown

Grants Paid $0

Salaries & Benefits $80,969

Fundraising Expenses $0

Program Expenses $149,629

Other Expenses $68,660

TOTAL EXPENSES $149,629

Year-over-Year Comparison

	2025	2024	Change
Revenue	$272,971	$270,667	+0.0%
Expenses	$149,629	$136,274	+0.1%
Net Income	$123,342	$134,393	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Zach Jepson	Director	1	Director	$0	$0	$0
John Antonick	Director	1	Director	$0	$0	$0
John Fuchs	Director	1	Director	$0	$0	$0
Tory Richtmyer	Director	1	Director	$0	$0	$0
Will Parr	Director	1	Director	$0	$0	$0
Steve Upton	Director	1	Director	$0	$0	$0
Scott DeMars	Director	1	Director	$0	$0	$0
Jesse Swenson	President	1.5	Officer	$0	$0	$0
Wade Juntunen	Vice-President	1	Officer	$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	$272,971	$149,629	$837,063	$123,342
2024	$270,667	$136,274	$717,930	$134,393
2023	$156,020	$128,702	$583,537	$27,318
2022	$192,858	$115,575	$556,219	$77,283

OLD BALDY RECREATION ASSOCIATION