ONE VALLEY COMMUNITY FOUNDATION (EIN 810519514) - 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

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

LOCAL COMMUNITY FOUNDATION TO FOSTER PHILANTHROPY FOR THE BENEFIT OF CHARITABLE ORGANIZATIONS IN SOUTHWEST MONTANA.

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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

ONE VALLEY COMMUNITY FOUNDATION