ONE VALLEY COMMUNITY FOUNDATION

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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

LISA PRUNTY

Phone

4065876262

Tax Period

2024-01-01 to 2024-12-31

ONE VALLEY COMMUNITY FOUNDATION, founded in 1998, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $28.3M in total revenue in fiscal year 2024. Revenue fell 1035% from the prior year — a significant decline worth monitoring.

Mission

ONE VALLEY'S MISSION IS TO CONNECT PEOPLE WHO CARE TO CAUSES THAT MATTER TO BUILD A BETTER COMMUNITY. ONE VALLEY FULFILLS ITS MISSION IN THREE WAYS: (1) STRENGTHENING THE LOCAL NONPROFIT SECTOR THROUGH GRANT FUNDING AND FREE PROFESSIONAL DEVELOPMENT; (2) CONNECTING DONORS TO CAUSES THAT MATTER TO THEM THROUGH CHARITBALE GIVING TOOLS; (3) AND FINALLY BY INSPIRING A CULTURE OF GIVING IN THE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $1,519,212 Revenue: $15,078

The foundation administers the receipt of charitable assets through a variety of charitable giving tools, such as donor advised funds, permanent endowments, charitable gift annuities, charitable...

The foundation administers the receipt of charitable assets through a variety of charitable giving tools, such as donor advised funds, permanent endowments, charitable gift annuities, charitable remainder trusts, and charitable lead trusts, for the purpose of making grants to various nonprofits.

Program 2

Expenses: $518,317 Revenue: $27,912

Helped raise 3.1 million through 6,018 donors for 272 local nonprofits in Gallatin County through an annual 24-hour day of giving called Give Big Gallatin Valley in May 2024. Leading up to this...

Helped raise 3.1 million through 6,018 donors for 272 local nonprofits in Gallatin County through an annual 24-hour day of giving called Give Big Gallatin Valley in May 2024. Leading up to this annual initiative, One Valley Community Foundation hosts free education sessions for nonprofit leadership and board members on fundraising, marketing, and donor engagement best practices.

Program 3

Expenses: $334,770 Revenue: $5,625

Delivered over 750 hours of free, professional development training to nonprofit leaders, board members, and volunteers through our nonprofit cafe program. At One Valley Community Foundation, we...

Delivered over 750 hours of free, professional development training to nonprofit leaders, board members, and volunteers through our nonprofit cafe program. At One Valley Community Foundation, we believe that affordable professional development opportunities are essential to the health of the local nonprofit sector. Nonprofit Cafe provides nonprofit leaders free, monthly sessions on a variety of topics, led by local experts and thought leaders!

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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 $3,019,432

Program Service Revenue $48,615

Investment Income $-31,299,044

Other Revenue $-24,994

TOTAL REVENUE $-28,255,991

Expense Breakdown

Grants Paid $1,474,290

Salaries & Benefits $586,865

Fundraising Expenses $30,288

Program Expenses $2,488,745

Other Expenses $538,645

TOTAL EXPENSES $2,599,800

Year-over-Year Comparison

	2024	2023	Change
Revenue	$-28,255,991	$3,020,961	-10.4%
Expenses	$2,599,800	$3,432,706	-0.2%
Net Income	$-30,855,791	$-411,745	+73.9%

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

$240,369

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bridget Wilkinson	CEO	40.00	Officer	$109,214	$14,918	$124,132
JENNIFER OWENS	COO	40.00	Officer	$104,706	$11,531	$116,237
ERIC VAN STEENBURG	Past Chair	2.00	Officer Director	$0	$0	$0
CHARLIE AVIS	Chair	2.00	Officer Director	$0	$0	$0
GINNY BRATTON	Director	2.00	Director	$0	$0	$0
LISA PRUNTY	Treasurer	2.00	Officer Director	$0	$0	$0
AMY MCNAMARA	Director	2.00	Director	$0	$0	$0
HANNAH WATERBURY	Director	2.00	Director	$0	$0	$0
ROSIE BARNDT	Director	2.00	Director	$0	$0	$0
PETER MATHIESON	Director	2.00	Director	$0	$0	$0
MARY PETERSON	Director	2.00	Director	$0	$0	$0
CHARLIE CROMWELL	Secretary	2.00	Director	$0	$0	$0
RENAE MATTIMOE	Director	2.00	Director	$0	$0	$0
WHITNEY BERMES	vice chair	2.00	Officer Director	$0	$0	$0
MICHAEL SPIAK	Director	2.00	Director	$0	$0	$0
JAKE STEDING	Director	2.00	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
2024	$-28,255,991	$2,599,800	$22,278,720	$-30,855,791
2023	$3,020,961	$3,432,706	$27,197,814	$-411,745
2022	$3,226,849	$3,498,861	$31,491,768	$-272,012
2021	$2,058,571	$2,765,489	$54,568,108	$-706,918
2020	$43,508,713	$1,051,488	$44,875,418	$42,457,225
2019	$627,735	$465,730	$1,638,440	$162,005
2018	$499,911	$386,321	$1,459,449	$113,590