MUSSELSHELL VALLEY COMMUNITY FOUND… - Form 990 Financial Data

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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

1998

Legal Domicile

Principal Officer

Derin Gebhardt

Phone

4063202839

Tax Period

2023-01-01 to 2023-12-31

MUSSELSHELL VALLEY COMMUNITY FOUNDATION, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $263K in total revenue in fiscal year 2023. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $49K, a strong 19% operating margin.

Mission

The Musselshell Valley Community Foundation (MVCF) is committed to enhancing the vitality of the Musselshell Valley with a yearly grant program as well as managing the funds for special projects.

Program Service Accomplishments

Program 1

Expenses: $116,260 Revenue: $189,243

The MVCF served as the fiscal sponsor of the annual Roundup Independence Days Extravaganza (RIDE) which includes a children's rodeo, family entertainment and activities and a theater production...

The MVCF served as the fiscal sponsor of the annual Roundup Independence Days Extravaganza (RIDE) which includes a children's rodeo, family entertainment and activities and a theater production serving approximately 5,000 individuals annually.

Program 2

Expenses: $45,421 Revenue: $0

MVCF sponsors the Roundup Community Partners in their goal of revitalizing Roundup which worked towards completing a visitor kiosk and plaques highlighting Roundup's history and began plans to...

MVCF sponsors the Roundup Community Partners in their goal of revitalizing Roundup which worked towards completing a visitor kiosk and plaques highlighting Roundup's history and began plans to revitalize a playground at our historic Central School.

Program 3

Expenses: $41,886 Revenue: $0

The MVCF provided funding opportunities to different non-profits in Musselshell Valley communities by enhancing worthwhile community vitality projects as well as issuing grants to local non-profits. In 2023, MVCF awarded five different grants that will benefit the community and our future generations. These grants were made to RIDE, RHS Agriculture Dept, Roundup Community Partners, Roundup Little League Baseball, Earth Sciences Foundation and Montana Community Foundation.

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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 $69,985

Program Service Revenue $191,043

Investment Income $2,419

Other Revenue $0

TOTAL REVENUE $263,447

Expense Breakdown

Grants Paid $41,244

Salaries & Benefits $0

Fundraising Expenses $25

Program Expenses $208,349

Other Expenses $172,727

TOTAL EXPENSES $213,996

Year-over-Year Comparison

	2023	2022	Change
Revenue	$263,447	$197,366	+0.3%
Expenses	$213,996	$204,779	+0.0%
Net Income	$49,451	$-7,413	-7.7%

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

N/A

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
Eric Eliasson	Director	1	Director	$0	$0	$0
Sandra Gebhardt	Director	2	Director	$0	$0	$0
Wendy Snook	Director	1	Director	$0	$0	$0
Stacey Mihalovich	Director	1	Director	$0	$0	$0
Alisha Merfield	Director	1	Director	$0	$0	$0
Bill Milton	Director	2	Director	$0	$0	$0
Derin Gebhardt	Chair	2	Officer Director	$0	$0	$0
Lisa Laliberte	Secretary	2	Officer Director	$0	$0	$0
Nicole Borner	Chair	2	Officer Director	$0	$0	$0
Madeline Cooper	Treasurer	2	Officer Director	$0	$0	$0
Cassie Harper	Director	1	Director	$0	$0	$0
Alaina Drake	Director	1	Director	$0	$0	$0
Angelica Mozqueda	Director	1	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
2024	No data	No data	No data	No data
2023	$263,447	$213,996	$498,336	$49,451
2022	$197,366	$204,779	$573,455	$-7,413
2021	$164,225	$106,104	$627,916	$58,121

MUSSELSHELL VALLEY COMMUNITY FOUNDATION