MONTANA AUDUBON (EIN 810412530) - 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

1982

Legal Domicile

Principal Officer

RON FARMER

Phone

4064433949

Tax Period

2023-10-01 to 2024-09-30

MONTANA AUDUBON, founded in 1982, is a community nonprofit in the Environment sector that reported $1.7M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $1.5M left a modest 9% surplus.

Mission

WILDLIFE AND NATURAL ECOSYSTEMS TO SAFEGUARD BIOLOGICAL DIVERSITY FOR CURRENT AND FUTURE GENERATIONS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,269,508

Program Service Revenue $308,378

Investment Income $110,954

Other Revenue $4,187

TOTAL REVENUE $1,693,027

Expense Breakdown

Grants Paid $147,662

Salaries & Benefits $836,987

Fundraising Expenses $13,784

Program Expenses $1,246,360

Other Expenses $556,231

TOTAL EXPENSES $1,540,880

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,693,027	$1,478,166	+0.1%
Expenses	$1,540,880	$1,228,564	+0.3%
Net Income	$152,147	$249,602	-0.4%

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

211

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

$121,315

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURENCE BERRIN	Executive Dir.	40.00	Officer	$111,014	$10,301	$121,315
BERNIE MCHUGH	President	1.00	Officer Director	$0	$0	$0
BOB LEE	Secretary	1.00	Officer Director	$0	$0	$0
RON FARMER	Treasurer	1.00	Officer Director	$0	$0	$0
JOE BATTS	Director	1.00	Director	$0	$0	$0
DR ERICK GREENE	Director	1.00	Director	$0	$0	$0
ROBERT MACKIN	Director	1.00	Director	$0	$0	$0
DON ROBERTS	Director	1.00	Director	$0	$0	$0
MIKE DANIELS	Director	1.00	Director	$0	$0	$0
MEGAN FYLLING	Director	1.00	Director	$0	$0	$0
DAVE MANUWAL	Director	1.00	Director	$0	$0	$0
BOB GENTRY	Director	1.00	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	$1,693,027	$1,540,880	$4,114,177	$152,147
2023	$1,478,166	$1,228,564	$3,296,490	$249,602
2022	$1,203,558	$1,043,832	$2,676,112	$159,726
2021	$1,979,314	$934,531	$3,168,959	$1,044,783
2020	$865,183	$765,571	$1,883,935	$99,612
2019	$825,490	$809,264	$1,786,621	$16,226
2018	$816,752	$801,316	$1,663,760	$15,436

MONTANA AUDUBON