THE ANGEL FUND

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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

2000

Legal Domicile

Principal Officer

SUZANNE SEVERIN

Phone

4064591889

Tax Period

2024-07-01 to 2025-06-30

THE ANGEL FUND, founded in 2000, is a small nonprofit in the Education sector that reported $337K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $314K left a modest 7% surplus.

Mission

ASSISTS HELENA SCHOOL DISTRICT CHILDREN THAT QUALIFY FOR FREE/REDUCED LUNCH WITH ITEMS INCLUDING CLOTHING, WINTER OUTERWEAR, SCHOOL SUPPLIES, FIELD TRIP FEES, SHOES, AND OTHER NECESSITIES.

Program Service Accomplishments

Program 1

Expenses: $235,029

ASSISTANCE TO HELENA SCHOOL DISTRICT CHILDREN THAT QUALIFY FOR FREE/REDUCED LUNCH WITH SCHOOL ITEMS INCLUDING CLOTHING, SHOES, WINTER OUTERWEAR, SCHOOL SUPPLIES, BACKPACKS, CLASSROOM PROJECT...

ASSISTANCE TO HELENA SCHOOL DISTRICT CHILDREN THAT QUALIFY FOR FREE/REDUCED LUNCH WITH SCHOOL ITEMS INCLUDING CLOTHING, SHOES, WINTER OUTERWEAR, SCHOOL SUPPLIES, BACKPACKS, CLASSROOM PROJECT SUPPLIES, FIELD TRIP FEES AND OTHER REQUIRED ITEMS NEEDED TO BE SUCCESSFUL IN THE CLASSROOM.

Program 2

Expenses: $35,000

MONTANA POSTSECONDARY SCHOLARSHIPS TO HIGH SCHOOL GRADUATES BASED ON FINANCIAL NEED, ACADEMIC SUCCESS AND A COMMITMENT TO "PAY IT FORWARD" IN THEIR COMMUNITY. SCHOLARSHIP APPLICATIONS ARE AVAILABLE THROUGH ACCESS TO SUCCESS, CAPITAL HIGH SCHOOL , HELENA HIGH SCHOOL AND PUPILS IN ALTERNATIVE LEARNING.

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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 $320,587

Program Service Revenue $0

Investment Income $17,664

Other Revenue $-873

TOTAL REVENUE $337,378

Expense Breakdown

Grants Paid $246,724

Salaries & Benefits $44,093

Fundraising Expenses $31,403

Program Expenses $270,029

Other Expenses $23,292

TOTAL EXPENSES $314,109

Year-over-Year Comparison

	2024	2023	Change
Revenue	$337,378	$288,198	+0.2%
Expenses	$314,109	$301,633	+0.0%
Net Income	$23,269	$-13,435	-2.7%

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

$38,844

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY ANDERSON	CHAIR	1.00	Officer Director	$0	$0	$0
BRIAN KESSLER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
SUZANNE SEVERIN	TREASURER	1.00	Officer Director	$0	$0	$0
SUSAN NIMICK	SECRETARY	1.00	Officer Director	$0	$0	$0
STEVE THENNIS	BOARD MEMBER/RETIRED SCHOOL ADMIN	1.00	Director	$0	$0	$0
NICK RADLEY	BOARD MEMBER/SCHOOL ADMIN REP	1.00	Director	$0	$0	$0
SARA HAYTER	BOARD MEMBER	1.00	Director	$0	$0	$0
HALSTYN STIEF	BOARD MEMBER	1.00	Director	$0	$0	$0
JANET RIIS	EXECUTIVE DIRECTOR	20.00	Officer	$19,422	$0	$19,422
MARCIA WALL	FOUNDING DIRECTOR	20.00	Officer	$19,422	$0	$19,422

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	$337,378	$314,109	$419,429	$23,269
2024	$288,198	$301,633	$394,566	$-13,435
2023	$250,559	$314,854	$399,802	$-64,295
2022	$312,192	$289,182	$468,978	$23,010
2021	$302,831	$206,673	$452,729	$96,158
2020	$222,965	$175,457	$358,573	$47,508
2019	$178,079	$148,062	$307,683	$30,017