NORTHWEST MONTANA HISTORICAL SOCIE… - Form 990 Financial Data

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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

2025-01-01 to 2025-12-31

NORTHWEST MONTANA HISTORICAL SOCIETY INC, founded in 1986, is a small nonprofit that reported $438K in total revenue in fiscal year 2025. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $251K, a strong 57% operating margin.

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.

Program Service Accomplishments

Program 1

Expenses: $10,910 Revenue: $39,499

EXHIBITIONS AND DISPLAYS IMPROVED AND EXPANDED: KALISPELL: MONTANA'S EDEN; ON A PASSING FRONTIER; FLATHEAD VALLEY HISTORY; THE LAND OF MANY STORIES; GREETINGS FROM DEMERSVILLE; LUMBERJACKS, TIE...

EXHIBITIONS AND DISPLAYS IMPROVED AND EXPANDED: KALISPELL: MONTANA'S EDEN; ON A PASSING FRONTIER; FLATHEAD VALLEY HISTORY; THE LAND OF MANY STORIES; GREETINGS FROM DEMERSVILLE; LUMBERJACKS, TIE HACKS, AND RIVER PIGS; AND THE HISTORY OF CENTRAL SCHOOL. SEE WEBSITE FOR MORE DETAILED INFORMATION.

Program 2

COMBINED MUSEUM USE AS COMMUNITY GATHERING PLACE WITH OVER 150 EVENTS ATTENDED BY IN EXCESS OF 20,000 VISTORS AND TOUR-GOERS. ADDITIONALLY, MORE THAN 2,000 LOCAL STUDENTS BENEFITTED FROM FREE SCHOOL...

Program 3

Expenses: $703

ON-GOING AND NEW MUSEUM PROGRAMS INCLUDED THE ANNUAL NORTHWEST MONTANA BOOK FESTIVAL, ANNUAL JOHN WHITE SPEAKER SERIES, HISTORY BOOK CLUB, DOWNTOWN KALISPELL WALKING TOUR, MCCLAREN 1895 CLASSROOM...

ON-GOING AND NEW MUSEUM PROGRAMS INCLUDED THE ANNUAL NORTHWEST MONTANA BOOK FESTIVAL, ANNUAL JOHN WHITE SPEAKER SERIES, HISTORY BOOK CLUB, DOWNTOWN KALISPELL WALKING TOUR, MCCLAREN 1895 CLASSROOM EXPERIENCE FOR THIRD GRADERS, MOVIE NIGHT AT THE MUSEUM, AND A WALKING TOUR OF HISTORIC KALISPELL (JUNE-SEPT). SEE WEBSITE FOR MORE DETAILED INFORMATION.

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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 (2025)

Revenue Breakdown

Contributions & Grants $361,898

Program Service Revenue $39,499

Investment Income $15,179

Other Revenue $20,991

TOTAL REVENUE $437,567

Expense Breakdown

Grants Paid $0

Salaries & Benefits $100,949

Fundraising Expenses $2,612

Program Expenses $22,321

Other Expenses $86,034

TOTAL EXPENSES $186,983

Year-over-Year Comparison

	2025	2024	Change
Revenue	$437,567	$293,935	+0.5%
Expenses	$186,983	$191,032	0.0%
Net Income	$250,584	$102,903	+1.4%

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

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

$52,567

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGARET DAVIS	EXEC. DIRECT	40.00	Officer	$52,567	$0	$52,567
SHARON BRISTOW	DIRECTOR	8.00	Director	$0	$0	$0
BOB BROWN	DIRECTOR	0.25	Director	$0	$0	$0
ART BURCH	DIRECTOR	0.50	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
MICHAEL A HAYES	DIRECTOR	0.25	Director	$0	$0	$0
ANDREW KING	DIRECTOR	1.00	Director	$0	$0	$0
ROD WALLETTE	DIRECTOR	6.00	Director	$0	$0	$0
J SCOTT WHEELER	DIRECTOR	0.25	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	0.50	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
2025	$437,567	$186,983	$1,008,725	$250,584
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