MONTANA COMMUNITY FOUNDATION INC (EIN 810450150) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

MARY RUTHERFORD

Phone

4064438313

Tax Period

2024-07-01 to 2025-06-30

MONTANA COMMUNITY FOUNDATION INC, founded in 1988, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $30.1M in total revenue in fiscal year 2024. Revenue surged 69% from the prior year, signaling strong growth momentum. The organization ran a surplus of $12.0M, a strong 40% operating margin.

Mission

TO CREATE A CULTURE OF GIVING SO MONTANA COMMUNITIES CAN FLOURISH.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $20,548,506

Program Service Revenue $3,042,930

Investment Income $6,800,151

Other Revenue $-281,850

TOTAL REVENUE $30,109,737

Expense Breakdown

Grants Paid $10,809,611

Salaries & Benefits $2,474,952

Fundraising Expenses $1,091,685

Program Expenses $12,372,706

Other Expenses $4,816,214

TOTAL EXPENSES $18,100,777

Year-over-Year Comparison

	2024	2023	Change
Revenue	$30,109,737	$17,794,838	+0.7%
Expenses	$18,100,777	$14,805,586	+0.2%
Net Income	$12,008,960	$2,989,252	+3.0%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

260

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

$548,428

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY RUTHERFORD	CEO/PRESIDENT	40.00	Officer	$222,166	$26,840	$249,006
JESSICA STEWART-KUNTZ	VICE PRESIDENT	40.00	Officer	$131,031	$18,678	$149,709
KACIE TOLLEFSON - EXECUTIVE	VP FINANCE AND ADMINISTRATION	40.00	Officer	$130,817	$18,896	$149,713
JAMES BENNETT	GIFT & ESTATE PLANNING DIRECTOR	40.00	Highest	$103,930	$16,403	$120,333
TOM MCGREE	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
KAREN LATKA	VICE CHAIR	2.00	Officer Director	$0	$0	$0
DAN MCLEAN	TREASURER	2.00	Officer Director	$0	$0	$0
SHEILA RICE	SECRETARY	2.00	Officer Director	$0	$0	$0
CAMI SKINNER	PAST CHAIR	2.00	Director	$0	$0	$0
JO ANN EDER	DIRECTOR	2.00	Director	$0	$0	$0
MARY ANN PHIPPS	DIRECTOR	2.00	Director	$0	$0	$0
GREG HANSON	DIRECTOR	2.00	Director	$0	$0	$0
LEONARD SMITH	DIRECTOR	2.00	Director	$0	$0	$0
KELLY CRESSWELL	DIRECTOR	2.00	Director	$0	$0	$0
ALANNA WEIBERT	DIRECTOR	2.00	Director	$0	$0	$0
SHANE DOYLE	DIRECTOR	2.00	Director	$0	$0	$0
ANGIE MAIN	DIRECTOR (THRU 12/2024)	2.00	Director	$0	$0	$0
KENNY SMOKER JR	DIRECTOR	2.00	Director	$0	$0	$0
DALE WOOLHISER	DIRECTOR (THRU 12/2024)	2.00	Director	$0	$0	$0
COURTNEY SCOTT	DIRECTOR	2.00	Director	$0	$0	$0
CURT BARNEKOFF	DIRECTOR	2.00	Director	$0	$0	$0
SARAH BECKER	DIRECTOR	2.00	Director	$0	$0	$0
TRACY COSGROVE	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER ISERN	DIRECTOR	2.00	Director	$0	$0	$0
TOD KASTEN	DIRECTOR	2.00	Director	$0	$0	$0
STEFFI SIEGEL	DIRECTOR	2.00	Director	$0	$0	$0
MARIA VALANDRA	DIRECTOR	2.00	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
2025	$30,109,737	$18,100,777	$215,479,729	$12,008,960
2024	$17,794,838	$14,805,586	$188,507,909	$2,989,252
2023	$15,011,185	$12,332,748	$165,936,044	$2,678,437
2022	$26,836,919	$11,839,194	$152,088,837	$14,997,725
2021	$19,263,286	$10,630,887	$163,489,125	$8,632,399
2020	$24,837,343	$8,433,188	$124,041,175	$16,404,155
2019	$12,535,353	$7,299,570	$108,215,489	$5,235,783
2018	$17,028,641	$7,801,194	$100,536,044	$9,227,447
2018	$17,028,641	$7,801,194	$100,536,044	$9,227,447

MONTANA COMMUNITY FOUNDATION INC