BURTON K WHEELER CENTER INC

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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

1988

Legal Domicile

Principal Officer

CHUCK TOOLEY

Phone

4065900044

Tax Period

2023-07-01 to 2024-06-30

BURTON K WHEELER CENTER INC, founded in 1988, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $89K in total revenue in fiscal year 2023. Net assets of $1.4M represent 184 months of operating reserves.

Mission

THE BURTON K. WHEELER CENTER FOR PUBLIC POLICY IN BOZEMAN, MT, PROMOTES THE DISCUSSION, ANALYSIS AND EVENTUAL RESOLUTION OF CRITICAL ISSUES FACING MONTANA AND THE REGION. THE CENTER HOLDS CONFERENCES, SPONSORS RESEARCH AND LECTURES, PUBLISHES CONFERENCE REPORTS AND MAINTAINS A WEB PAGE FOR MONTANANS AND OTHERS WHO ARE SEEKING SOLUTIONS TO SOME OF TODAY'S MOST PRESSING ISSURES AND PROBLEMS.

Program Service Accomplishments

Program 1

Expenses: $58,344 Revenue: $2,144

PROMOTE THE DISCUSSION, ANALYSIS AND EVENTUAL RESOLUTION OF CRITICAL ISSUES FACING MONTANA AND THE REGION. THE CENTER HOLDS CONFERENCES, SPONSORS RESEARCH AND LECTURES, PUBLISHES CONFERENCE REPORTS AND MAINTAINS A WEB PAGE FOR MONTANANS AND OTHERS WHO ARE SEEKING SOLUTIONS TO SOME OF TODAY'S MOST PRESSING ISSUES AND PROBLEMS.

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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 $46,095

Program Service Revenue $2,144

Investment Income $40,225

Other Revenue $100

TOTAL REVENUE $88,564

Expense Breakdown

Grants Paid $1,500

Salaries & Benefits $40,118

Fundraising Expenses $2,005

Program Expenses $58,344

Other Expenses $47,219

TOTAL EXPENSES $88,837

Year-over-Year Comparison

	2023	2022	Change
Revenue	$88,564	$82,012	+0.1%
Expenses	$88,837	$106,329	-0.2%
Net Income	$-273	$-24,317	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WADED CRUZADO	Director	1.00	Director	$0	$0	$0
ZACH BROWN	Director	1.00	Director	$0	$0	$0
ROBIN WHEELER AZQUETA	Director	1.00	Director	$0	$0	$0
MCKEE ANDERSON	Director	1.00	Director	$0	$0	$0
MARC C JOHNSON	Director	1.00	Director	$0	$0	$0
KENDALL WHEELER	Director	1.00	Director	$0	$0	$0
MARK PARKER	Director	1.00	Director	$0	$0	$0
CHUCK TOOLEY	Chairman	2.00	Officer Director	$0	$0	$0
CATHY CONOVER	Secretary	1.00	Officer Director	$0	$0	$0
FREDERICA S WHEELER	Director	1.00	Director	$0	$0	$0
BRADLEY SNOW	Vice Chair	1.00	Officer Director	$0	$0	$0
DAVE MCALPIN	Director	1.00	Director	$0	$0	$0
BILL JONES	Director	1.00	Director	$0	$0	$0
IAN SNOW	Director	1.00	Director	$0	$0	$0
PHILIP BRITTAN	Treasurer	1.00	Officer Director	$0	$0	$0
DARRELL EHRLICK	Director	1.00	Director	$0	$0	$0
CHRIS KING	Director	1.00	Director	$0	$0	$0
HOLLY MICHELS	Director	1.00	Director	$0	$0	$0
MORGAN TAYLOR	Director	1.00	Director	$0	$0	$0
SCOTT GUENTHER	Executive Dir.	10.00	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	No data	No data	No data	No data
2024	$88,564	$88,837	$1,365,404	$-273
2023	$82,012	$106,329	$1,265,038	$-24,317
2022	$129,129	$59,892	$1,235,609	$69,237
2021	$254,536	$56,256	$1,408,943	$198,280
2020	$87,370	$68,716	$1,129,831	$18,654
2019	$47,035	$67,472	$1,129,799	$-20,437
2018	$139,872	$97,631	$1,074,386	$42,241