ZooMontana Inc (EIN 810411290) - 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

1984

Legal Domicile

Phone

4066528100

Tax Period

2024-10-01 to 2025-09-30

ZooMontana Inc, founded in 1984, is a community nonprofit in the Animal-Related sector that reported $2.3M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $2.2M left a modest 4% surplus.

Mission

Our mission is to provide visitors with an engaging, recreational, and educational experience, while ensuring exceptional care for our animal and plant collections and supporting responsible propagation programs for species in need.

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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 $1,047,762

Program Service Revenue $996,464

Investment Income $19,011

Other Revenue $206,802

TOTAL REVENUE $2,270,039

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,320,915

Fundraising Expenses $260,025

Program Expenses $1,683,706

Other Expenses $732,384

TOTAL EXPENSES $2,169,592

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,270,039	$2,581,133	-0.1%
Expenses	$2,169,592	$2,148,618	+0.0%
Net Income	$100,447	$432,515	-0.8%

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

250

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
Samuel Hensler	Director	2.00	Director	$0	$0	$0
Steve Rand	Director	2.00	Officer Director	$0	$0	$0
Joe Cook	Director	2.00	Director	$0	$0	$0
Heather Descant	Vice President	2.00	Director	$0	$0	$0
Shelli Mann	Director	2.00	Officer Director	$0	$0	$0
Josh Benson	Director	2.00	Director	$0	$0	$0
Holly Cremer	President	2.00	Officer Director	$0	$0	$0
Jessica Hart	CEO	40.00	Officer Director	$0	$0	$0
Gerry Fagan	Secretary	2.00	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
2025	$2,270,039	$2,169,592	$5,337,539	$100,447
2024	No data	No data	No data	No data
2023	$2,774,708	$2,129,917	$4,566,815	$644,791
2022	$2,626,405	$2,125,188	$3,932,194	$501,217
2021	$2,853,294	$1,525,953	$3,372,891	$1,327,341
2020	$1,486,995	$1,346,693	$2,274,665	$140,302
2019	$1,318,888	$1,412,854	$2,035,391	$-93,966
2018	$1,048,148	$1,149,356	$2,192,803	$-101,208

ZooMontana Inc