A CAROUSEL FOR MISSOULA FOUNDATION INC (EIN 810475393) - 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

1991

Legal Domicile

Principal Officer

TRACY URSERY

Phone

4065498382

Tax Period

2023-01-01 to 2023-12-31

A CAROUSEL FOR MISSOULA FOUNDATION INC, founded in 1991, is a small nonprofit in the Recreation & Sports sector that reported $306K in total revenue in fiscal year 2023. Revenue fell 50% from the prior year — a significant decline worth monitoring. Net assets of $2.0M represent 78 months of operating reserves.

Mission

OPERATION OF A WOODEN HORSE CAROUSEL AND PLAY AREA PROVIDING OVERSIGHT TO THE OPERATION OF A CAROUSEL FOR MISSOULA, DRAGON HOLLOW PLAY AREA, AND BUILDING CONSTRUCTED BY THE AGENCY WHICH WAS GIVEN TO THE CITY OF MISSOULA, MT.

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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 $65,952

Program Service Revenue $191,746

Investment Income $8,838

Other Revenue $38,972

TOTAL REVENUE $305,508

Expense Breakdown

Grants Paid $0

Salaries & Benefits $220,763

Fundraising Expenses $35,183

Program Expenses $223,479

Other Expenses $89,858

TOTAL EXPENSES $310,621

Year-over-Year Comparison

	2023	2022	Change
Revenue	$305,508	$605,015	-0.5%
Expenses	$310,621	$291,314	+0.1%
Net Income	$-5,113	$313,701	-1.0%

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

N/A

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

$56,632

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT ZINS	PRESIDENT	4.00	Officer Director	$0	$0	$0
JERI FISHER	VICE PRESIDE	4.00	Officer Director	$0	$0	$0
LAURIE CLOUSE	TREASURER	4.00	Officer Director	$0	$0	$0
ASHLEY ROGERS-THOMPSON	BOARD MEMBER	2.00	Director	$0	$0	$0
DIRIK DUBAY	BOARD MEMBER	2.00	Director	$0	$0	$0
DOUG FREEMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
RACHEL PARKIN	BOARD MEMBER	2.00	Director	$0	$0	$0
KRISTEN SACKETT	BOARD MEMBER	2.00	Director	$0	$0	$0
PAUL TIEDE	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN THOMPSON	BOARD MEMBER	2.00	Director	$0	$0	$0
TRACY URSERY	EXECUTIVE DI	40.00	Officer	$55,000	$1,632	$56,632

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	$305,508	$310,621	$1,985,050	$-5,113
2022	$605,015	$291,314	$1,826,955	$313,701
2021	$262,509	$245,622	$1,716,992	$16,887
2020	$210,567	$135,279	$1,524,025	$75,288
2019	$1,509,267	$584,191	$1,154,292	$925,076
2018	$299,887	$246,247	$222,541	$53,640

A CAROUSEL FOR MISSOULA FOUNDATION INC