NORTHWEST MONTANA HISTORICAL SOCIETY INC (EIN 810439232) - 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

1986

Legal Domicile

Principal Officer

MARGARET DAVIS

Phone

4067568381

Tax Period

2023-01-01 to 2023-12-31

NORTHWEST MONTANA HISTORICAL SOCIETY INC, founded in 1986, is a small nonprofit that reported $227K in total revenue in fiscal year 2023. Expenses of $200K left a modest 12% surplus.

Mission

THE NORTHWEST MONTANA HISTORICAL SOCIETY IS DEDICATED TO THE CULTURAL AND EDUCATIONAL ENRICHMENT OF THE COMMUNITY THROUGH ACQUISITION, PRESERVATION, AND DISPLAY OF MATERIAL RELATED TO LOCAL HISTORY, AND TO THE INVOLVEMENT OF THE PUBLIC OF MUSEUM PROGRAMS THROUGH RESEARCH, COMMUNITY EVENTS, AND VOLUNTEER OPPORTUNITIES.

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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 $150,469

Program Service Revenue $37,506

Investment Income $4,942

Other Revenue $34,318

TOTAL REVENUE $227,235

Expense Breakdown

Grants Paid $0

Salaries & Benefits $101,249

Fundraising Expenses $2,764

Program Expenses $27,121

Other Expenses $98,859

TOTAL EXPENSES $200,108

Year-over-Year Comparison

	2023	2022	Change
Revenue	$227,235	$224,706	+0.0%
Expenses	$200,108	$171,473	+0.2%
Net Income	$27,127	$53,233	-0.5%

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

$52,835

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGARET DAVIS	EXEC. DIRECT	40.00	Officer	$52,835	$0	$52,835
ARNE BOVENG	DIRECTOR	5.25	Director	$0	$0	$0
SHARON BRISTOW	DIRECTOR	5.00	Director	$0	$0	$0
BOB BROWN	DIRECTOR	0.25	Director	$0	$0	$0
WILLIAM DAKIN	DIRECTOR	5.25	Director	$0	$0	$0
DONNA DANZ	DIRECTOR	3.25	Director	$0	$0	$0
ELAINE GRABER	DIRECTOR	5.25	Director	$0	$0	$0
SALLY HASH-SAVAGE	DIRECTOR	4.00	Director	$0	$0	$0
JIM HOLLENSTEINER	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW KING	DIRECTOR	0.25	Director	$0	$0	$0
ROD WALLETTE	DIRECTOR	6.00	Director	$0	$0	$0
JIM ATKINSON	SECRETARY	13.00	Officer	$0	$0	$0
ALEX BERRY	VICE PRESIDE	5.25	Officer	$0	$0	$0
LAURIE HAPP	PRESIDENT	0.25	Officer	$0	$0	$0
MARGARET LEKANDER	TREASURER	0.25	Officer	$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	No data	No data	No data	No data
2023	$227,235	$200,108	$654,721	$27,127
2022	$224,706	$171,473	$630,330	$53,233
2021	$204,274	$153,416	$599,968	$50,858
2020	$213,162	$170,894	$522,062	$42,268
2019	$233,407	$143,832	$474,789	$89,575

NORTHWEST MONTANA HISTORICAL SOCIETY INC