RAISE MONTANA (EIN 810508479) - 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

1996

Legal Domicile

Phone

8287749739

Tax Period

2023-10-01 to 2024-09-30

RAISE MONTANA, founded in 1996, is a small nonprofit in the Human Services sector that reported $402K in total revenue in fiscal year 2023. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $446K exceeded revenue, resulting in a 11% operating deficit.

Mission

UNITE MONTANA'S CHILD CARE RESOURCE AND REFERRAL AGENCIES AND COORDINATE EFFORTS TO BUILD A HIGH QUALITY, ACCESSIBLE EARLY CHILD CARE AND EDUCATION SYSTEM THAT SUPPORTS YOUNG CHILDREN, PARENTS, EARLY CHILDHOOD PROFESSIONALS, AND MEMBER ORGANIZATIONS.

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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 $361,185

Program Service Revenue $10,000

Investment Income $159

Other Revenue $30,804

TOTAL REVENUE $402,148

Expense Breakdown

Grants Paid $0

Salaries & Benefits $213,845

Fundraising Expenses $0

Program Expenses $421,027

Other Expenses $231,809

TOTAL EXPENSES $445,654

Year-over-Year Comparison

	2023	2022	Change
Revenue	$402,148	$527,845	-0.2%
Expenses	$445,654	$554,126	-0.2%
Net Income	$-43,506	$-26,281	+0.7%

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

$19,651

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGIE ARMOUR	Executive Dir.	40.00	Officer	$19,651	$0	$19,651
MISSY OKRUSCH	Director	2.00	Director	$0	$0	$0
KALIE ADORETTI	Vice President	5.00	Officer Director	$0	$0	$0
ELIZA THOMAS	Director	2.00	Director	$0	$0	$0
HANNAH HIGGINS	Director	2.00	Director	$0	$0	$0
HOLIN BUCK	Director	2.00	Director	$0	$0	$0
TERRI AMBERG	Director	2.00	Director	$0	$0	$0
TERRAN HILLESLAND	Treasurer	5.00	Officer Director	$0	$0	$0
TORI SPROLES	President	5.00	Officer Director	$0	$0	$0
MICHELLE PARKS	Secretary	5.00	Officer Director	$0	$0	$0
GREY BERTSCHE	Executive Dir.	40.00	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
2024	$402,148	$445,654	$146,320	$-43,506
2023	$527,845	$554,126	$241,478	$-26,281
2022	$282,413	$289,497	$312,175	$-7,084
2021	$294,783	$256,053	$201,123	$38,730
2020	$310,450	$303,605	$135,608	$6,845

RAISE MONTANA