ZOOMONTANA FOUNDATION (EIN 810510261) - 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

Principal Officer

JEFF EWELT

Phone

4066528100

Tax Period

2022-10-01 to 2023-09-30

ZOOMONTANA FOUNDATION is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $5K in total revenue in fiscal year 2022. Revenue fell 97% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $2K, a strong 41% operating margin.

Mission

PROVISION OF FINANCIAL SUPPORT TO ZOO MONTANA, A SUPPORTED TYPE 1 PROGRAM

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $5,279

Other Revenue $0

TOTAL REVENUE $5,279

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $3,124

TOTAL EXPENSES $3,124

Year-over-Year Comparison

	2022	2021	Change
Revenue	$5,279	$177,856	-1.0%
Expenses	$3,124	$1,316	+1.4%
Net Income	$2,155	$176,540	-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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF EWELT	Director	1.00	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
2023	$5,279	$3,124	$214,844	$2,155
2022	$177,856	$1,316	$190,701	$176,540
2021	$5,690	$51,016	$47,224	$-45,326
2020	$11,201	$1,128	$93,803	$10,073
2019	$545	No data	$70,737	No data
2018	$684	No data	$70,192	No data

ZOOMONTANA FOUNDATION