LOWER FLATHEAD VALLEY COMMUNITY FOUNDATION (EIN 810516003) - 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

1998

Legal Domicile

Phone

4066764110

Tax Period

2024-01-01 to 2024-12-31

LOWER FLATHEAD VALLEY COMMUNITY FOUNDATION, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $354K in total revenue in fiscal year 2024. Revenue surged 179% from the prior year, signaling strong growth momentum. The organization ran a surplus of $118K, a strong 33% operating margin.

Mission

SUPPORT LOCAL WORTHWHILE COMMUNITY PROJECTS WITH INCOME FROM A PERMANENT ENDOWMENT FUND ON THE FLATHEAD INDIAN RESERVATION AND THE SURROUNDING AREA

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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 (2024)

Revenue Breakdown

Contributions & Grants $9,770

Program Service Revenue $0

Investment Income $338,487

Other Revenue $5,709

TOTAL REVENUE $353,966

Expense Breakdown

Grants Paid $184,813

Salaries & Benefits $9,164

Fundraising Expenses $0

Program Expenses $193,321

Other Expenses $42,004

TOTAL EXPENSES $235,981

Year-over-Year Comparison

	2024	2023	Change
Revenue	$353,966	$126,700	+1.8%
Expenses	$235,981	$184,807	+0.3%
Net Income	$117,985	$-58,107	-3.0%

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
MARK MCDONALD	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE GILLIN	DIRECTOR	1.00	Director	$0	$0	$0
RICK ENEAS	DIRECTOR	1.00	Director	$0	$0	$0
MALISSA MORIGEAU	DIRECTOR	1.00	Director	$0	$0	$0
ROBBIE GAUTHIER	TREASURER	2.00	Officer Director	$0	$0	$0
BRENNIN GRAINEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
APRIL CHARLO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MYRNA GAUTHIER	SECRETARY	8.00	Officer 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	$353,966	$235,981	$3,029,797	$117,985
2023	$126,700	$184,807	$2,875,185	$-58,107
2022	$121,819	$179,119	$2,654,470	$-57,300
2021	$400,960	$151,896	$3,186,726	$249,064
2020	$154,583	$157,047	$2,894,048	$-2,464
2019	$118,949	$148,230	$2,687,299	$-29,281
2018	$213,878	$147,735	$2,388,251	$66,143

LOWER FLATHEAD VALLEY COMMUNITY FOUNDATION