MONTANA ACADEMY FOUNDATION (EIN 810529185) - 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

1999

Legal Domicile

Principal Officer

Dennis Hartzell

Phone

4153100426

Tax Period

2022-01-01 to 2022-12-31

MONTANA ACADEMY FOUNDATION, founded in 1999, is a small nonprofit that reported $209K in total revenue in fiscal year 2022. Revenue fell 93% from the prior year — a significant decline worth monitoring.

Mission

STARTING FROM THE CONVICTION THAT NO CHILD MAKES IT ALONE, THE MONTANA ACADEMY FOUNDAITON ASPIRES TO UPHOLD ITS MISSION AS A THERAPEUTIC BOARDING SCHOOL TO PROMOTE DEVELOPMENTAL MATURATION IN ADOLESCENTS THROUGH HEALTHY RELATIONSHIPS AND ACADEMIC EXCELLENCE AND TO FURTHER ITS EFFORTS TO SUPPORT RESEARCH, PROMOTE PUBLIC AWARENESS AND TO PROVIDE FOR FAMILIES IN FINANCIAL CRISIS

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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 $3,282

Program Service Revenue $8,529

Investment Income $195,049

Other Revenue $2,200

TOTAL REVENUE $209,060

Expense Breakdown

Grants Paid $0

Salaries & Benefits $82,324

Fundraising Expenses $0

Program Expenses $209,060

Other Expenses $126,736

TOTAL EXPENSES $209,060

Year-over-Year Comparison

	2022	2021	Change
Revenue	$209,060	$2,966,286	-0.9%
Expenses	$209,060	$4,588,216	-1.0%
Net Income	$0	$-1,621,930	-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

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
JOSEPH A RAMIREZ	TREASURER	4	Officer Director	$0	$0	$0
DENNIS HARTZELL	CHAIR	4	Officer Director	$0	$0	$0
RHONDA FRIEDMAN	PAST CHAIR	1	Officer Director	$0	$0	$0
TOM KELLERMAN	DIRECTOR	1	Director	$0	$0	$0
CHRISTINA DAWSON	DIRECTOR	1	Director	$0	$0	$0
THOMAS BERTOLLI	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
2022	$209,060	$209,060	No data	No data
2021	$2,966,286	$4,588,216	$879,551	$-1,621,930
2020	$4,281,079	$3,674,959	$2,923,744	$606,120

MONTANA ACADEMY FOUNDATION