CENTRAL MONTANA FOUNDATION (EIN 810425314) - 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

2001

Legal Domicile

Principal Officer

DEAN COMES

Phone

4065386130

Tax Period

2024-01-01 to 2024-12-31

CENTRAL MONTANA FOUNDATION, founded in 2001, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $29.9M in total revenue in fiscal year 2024. Revenue surged 475% from the prior year, signaling strong growth momentum. The organization ran a surplus of $18.3M, a strong 61% operating margin.

Mission

TO RECEIVE AND ACCEPT PROPERTY EXCLUSIVELY FOR EDUCATIONAL, CULTURAL, CHARTIABLE OR BENEVOLENT PURPOSES FOR THE BENEFIT, HEALTH AND IMPROVEMENT OF RESIDENTS OF THE CENTRAL MONTANA AREA IS SUCH A WAY THAT THE QUALITY OF LIFE IN CENTRAL MONTANA SHALL BE ENHANCED, WORKING ALONE AND WITH ANY AND ALL OTHER PERSONS AND ORGANIZATIONS DOING SIMILAR WORK.

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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 $25,712,727

Program Service Revenue $145,328

Investment Income $4,068,712

Other Revenue $14,031

TOTAL REVENUE $29,940,798

Expense Breakdown

Grants Paid $11,163,137

Salaries & Benefits $112,798

Fundraising Expenses $21,791

Program Expenses $11,205,949

Other Expenses $406,473

TOTAL EXPENSES $11,682,408

Year-over-Year Comparison

	2024	2023	Change
Revenue	$29,940,798	$5,207,255	+4.7%
Expenses	$11,682,408	$5,676,306	+1.1%
Net Income	$18,258,390	$-469,051	-39.9%

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

$94,140

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN HENDERSON	1ST VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
RHONDA LONG	DIRECTOR	0.00	Director	$0	$0	$0
CODY LANGBEHN	DIRECTOR	0.00	Director	$0	$0	$0
DEAN COMES	PRESIDENT	0.00	Officer Director	$0	$0	$0
JENNIFER WEEDEN	2ND VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
JOSH WBBER	DIRECTOR	0.00	Director	$0	$0	$0
KELLYANNE TERRY	DIRECTOR	0.00	Director	$0	$0	$0
MEGAN BARTEL	DIRECTOR	0.00	Director	$0	$0	$0
POWELL BECKER	DIRECTOR	0.00	Director	$0	$0	$0
ROBYN BAKKEDAHL	SECRETARY/TREASURER	0.00	Officer Director	$0	$0	$0
BRAD MOORE	DIRECTOR	0.00	Director	$0	$0	$0
TRAVIS WILSON	DIRECTOR	0.00	Director	$0	$0	$0
JEFF KELLER	DIRECTOR	0.00	Director	$0	$0	$0
CARRIE MANTOOTH	EXECUTIVE DIRECTOR	1.00	Officer	$94,140	$0	$94,140

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	$29,940,798	$11,682,408	$66,712,485	$18,258,390
2023	$5,207,255	$5,676,306	$42,851,953	$-469,051
2022	$5,019,493	$7,019,311	$40,694,502	$-1,999,818
2021	$14,999,910	$2,786,611	$44,762,262	$12,213,299
2020	$2,419,597	$2,378,662	$29,935,226	$40,935
2019	$4,398,937	$1,907,945	$27,993,835	$2,490,992
2018	$1,260,478	$1,209,021	$22,104,426	$51,457

CENTRAL MONTANA FOUNDATION