MONTANA TAX FOUNDATION (EIN 810393505) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

ROBERT STORY

Phone

4064422130

Tax Period

2018-11-01 to 2019-10-31

MONTANA TAX FOUNDATION, founded in 1980, is a micro nonprofit that reported $30K in total revenue in fiscal year 2018. Revenue fell 84% from the prior year — a significant decline worth monitoring. Net assets of $71K represent 28 months of operating reserves.

Mission

TO PROVIDE RESEARCH & REVIEW OF ALL AREAS REGARDING TAXATION & EXPENDITURES BY GOVERNMENTAL AGENCIES & TO PROVIDE EDUCATION & INFORMATION IN SUCH AREAS OF TAXATION AND EXPENDITURES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $4,015

Program Service Revenue $2,598

Investment Income $256

Other Revenue $23,000

TOTAL REVENUE $29,869

Expense Breakdown

Grants Paid $0

Salaries & Benefits $29,138

Fundraising Expenses $0

Program Expenses $25,023

Other Expenses $2,865

TOTAL EXPENSES $32,003

Year-over-Year Comparison

	2018	2017	Change
Revenue	$29,869	$182,735	-0.8%
Expenses	$32,003	$188,465	-0.8%
Net Income	$-2,134	$-5,730	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$154,194

Total Directors

$154,194

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM EBZERY	PRESIDENT	1.00	Officer Director	$0	$0	$0
DWAINE IVERSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
FRANK COTE	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE TUTVEDT	DIRECTOR	1.00	Director	$0	$0	$0
GORDAN NELSEN	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT STORY	EXECUTIVE SECRETARY	4.00	Officer Director	$82,383	$8,374	$90,757
PAM HYATT	TREASURER	16.00	Officer Director	$57,477	$5,960	$63,437

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
2019	$29,869	$32,003	$70,649	$-2,134
2018	$182,735	$188,465	$76,256	$-5,730

MONTANA TAX FOUNDATION