Sweetgrass Lodge Bequest Fund 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

1979

Legal Domicile

Principal Officer

Marion Wanken

Phone

4067596444

Tax Period

2024-10-01 to 2025-09-30

Sweetgrass Lodge Bequest Fund Inc, founded in 1979, is a small nonprofit in the Community Improvement sector that reported $130K in total revenue in fiscal year 2024. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $70K, a strong 54% operating margin.

Mission

To provide financial support to the Sweet Grass Lodge, Inc. Sweet Grass Lodge, Inc. is a low income housing development.

Program Service Accomplishments

Program 1

Expenses: $41,375 Revenue: $129,794

The organization issued grants to Sweet Grass Lodge, Inc. to subsidize the facilitys low income renters. Sweet Grass Lodge, Inc. provides apartments at below market rates for many of their residents.

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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 $0

Program Service Revenue $0

Investment Income $129,794

Other Revenue $0

TOTAL REVENUE $129,794

Expense Breakdown

Grants Paid $41,375

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $41,375

Other Expenses $18,693

TOTAL EXPENSES $60,068

Year-over-Year Comparison

	2024	2023	Change
Revenue	$129,794	$92,690	+0.4%
Expenses	$60,068	$65,994	-0.1%
Net Income	$69,726	$26,696	+1.6%

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Marion Wanken	President	N/A	Director	$0	$0	$0
Damon Lalum	Vice President	N/A	Director	$0	$0	$0
Richard Dolezal	Treasurer	N/A	Director	$0	$0	$0
Kirsten Kammerzell	Trustee	N/A	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	$129,794	$60,068	$1,631,010	$69,726
2024	$92,690	$65,994	$1,561,284	$26,696
2023	$48,325	$32,094	$1,534,588	$16,231
2022	$74,441	$17,195	$1,518,357	$57,246