ACCELERATE MONTANA (EIN 810529738) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

SCOTT WHITTENBURG

Phone

4062436982

Tax Period

2024-07-01 to 2025-06-30

ACCELERATE MONTANA, founded in 2001, is a community nonprofit in the Community Improvement sector that reported $6.6M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $6.1M left a modest 7% surplus.

Mission

TO PROVIDE FACILITIES FOR NEW TECHNOLOGY BASED START-UP BUSINESSES TO OBTAIN INNOVATIVE RESEARCH AND CREATE JOBS TO REVITALIZE THE REGION AND STATE. ACCELERATE MONTANA STRIVES TO BOLSTER LOCAL START-UPS AND TO ENCOURAGE THE COMMERCIALIZATION OF UNIVERSITY RESEARCH.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,861,044

Program Service Revenue $3,049,606

Investment Income $85,635

Other Revenue $564,474

TOTAL REVENUE $6,560,759

Expense Breakdown

Grants Paid $48,013

Salaries & Benefits $2,554,123

Fundraising Expenses $33,590

Program Expenses $5,329,953

Other Expenses $3,497,520

TOTAL EXPENSES $6,099,656

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,560,759	$5,524,296	+0.2%
Expenses	$6,099,656	$5,161,098	+0.2%
Net Income	$461,103	$363,198	+0.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$811,227

Total Directors

$753,823

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT WHITTENBURG	BOARD CHAIR	2.00	Officer Director	$22,993	$0	$252,374
PAUL LASITER	Director	1.00	Director	$0	$0	$242,620
BRIGITTA MIRANDA-FREER	DIR. OPERATIONS	8.00	Officer Director	$53,481	$3,209	$159,448
PAUL GLADEN	DIR. PROGRAMS	12.00	Officer	$44,831	$2,690	$158,158
JENNIFER HARMS	DIR. FINANCE/OP	40.00	Officer	$124,699	$17,167	$141,866
JAY EVANS	Secretary	1.00	Officer Director	$0	$0	$99,381
CHRISTINA HENDERSON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOE EASTON	Director	1.00	Director	$0	$0	$0
DAVID BOOTH	Director	1.00	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
2025	$6,560,759	$6,099,656	$7,895,875	$461,103
2024	$5,524,296	$5,161,098	$7,771,402	$363,198
2023	$4,652,105	$4,459,070	$7,204,557	$193,035
2022	$2,665,471	$2,509,613	$7,106,813	$155,858
2021	$1,235,487	$1,134,802	$5,975,186	$100,685
2020	$905,043	$962,526	$5,864,626	$-57,483
2019	$859,735	$1,027,846	$6,015,643	$-168,111
2018	$892,874	$1,179,642	$6,099,208	$-286,768

ACCELERATE MONTANA