MISSOULA COMMUNITY FOUNDATION

EIN: 810539830 501(c)(3) Community Improvement

MISSOULA, MT

Total Revenue
$1,194,118
Total Expenses
$649,949
Total Assets
$1,520,748
Net Assets
$1,483,852
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2001
Legal Domicile
MT
Principal Officer
MARCY ALLEN
Phone
4069262846
Tax Period
2023-01-01 to 2023-12-31

MISSOULA COMMUNITY FOUNDATION, founded in 2001, is a community nonprofit in the Community Improvement sector that reported $1.2M in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $544K, a strong 46% operating margin.

Mission

To enhance community vitality by inspiring community giving and strengthening nonprofits

Program Service Accomplishments

Program 1
Expenses: $243,998 Revenue: $215,432

Community support programs: The Foundation supported the community and local nonprofits through the following:- Missoula Gives: An annual day of giving that took place in May of 2023 which raised...

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Community support programs: The Foundation supported the community and local nonprofits through the following:- Missoula Gives: An annual day of giving that took place in May of 2023 which raised over 1.1 million from 3800 donors benefitting 200 nonprofit organizations. - Womens Giving Circle: A philanthropic collaborative granting group of women who awarded $12,000 in grants in 2023.- Small grants to nonprofits: Grants awarded to local nonprofits both through a competitive grant process and as pass-through grants.- Scholarship: The Foundation managed scholarship funds and awarded scholarships.

Program 2
Expenses: $204,320 Revenue: $868,205

Fund Service & Education: The Foundation administered the receipt of charitable assets through a variety of charitable giving tools such as donor advised funds, permanent endowments and charitable...

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Fund Service & Education: The Foundation administered the receipt of charitable assets through a variety of charitable giving tools such as donor advised funds, permanent endowments and charitable gift annuities for the purpose of making grants to various nonprofits. In addition, the Foundation held Be the Change educational events to educate the community about charitable giving and educate nonprofits about giving vehicles and strategies.

Program 3
Expenses: $7,690 Revenue: $2,791

Fiscal Sponsorship: The Foundation incubated ideas and projects through fiscal sponsorship. The Foundation received and administered charitable contributions designated for other organizations that...

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Fiscal Sponsorship: The Foundation incubated ideas and projects through fiscal sponsorship. The Foundation received and administered charitable contributions designated for other organizations that were implementing projects or programs in alignment with the Foundations mission.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,139,718
Program Service Revenue $31,302
Investment Income $23,098
Other Revenue $0
TOTAL REVENUE $1,194,118

Expense Breakdown

Grants Paid $279,920
Salaries & Benefits $240,394
Fundraising Expenses $5,537
Program Expenses $456,008
Other Expenses $129,635
TOTAL EXPENSES $649,949

Year-over-Year Comparison

2023 2022 Change
Revenue $1,194,118 $1,346,209 -0.1%
Expenses $649,949 $892,708 -0.3%
Net Income $544,169 $453,501 +0.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
10
Employees
3
Volunteers
30

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
4
$101,265
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARCY ALLEN Executive Dir. 40.00
Officer
$98,315 $2,950 $101,265
JULIE SIRRS BOARD MEMBER 2.00
Director
$0 $0 $0
AMY RAGSDALE BOARD MEMBER 2.00
Director
$0 $0 $0
CHARITY O'CONNOR Secretary 2.00
Officer Director
$0 $0 $0
ROB RICHARDSON BOARD MEMBER 2.00
Director
$0 $0 $0
JULIE OSBORN BOARD MEMBER 2.00
Director
$0 $0 $0
CINDY WALTZ BOARD MEMBER 2.00
Director
$0 $0 $0
TONY CRAWFORD President 2.00
Officer Director
$0 $0 $0
CLARE O'CONNELL BOARD MEMBER 2.00
Director
$0 $0 $0
MARK ANDERSON Vice President 2.00
Officer Director
$0 $0 $0
BEN SOKOLOSKI BOARD MEMBER 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 No data No data No data No data
2023 $1,194,118 $649,949 $1,520,748 $544,169
2022 $1,346,209 $892,708 $894,957 $453,501
2021 $579,738 $346,127 $506,830 $233,611
2020 $518,177 $584,455 $257,027 $-66,278
2019 $462,656 $483,090 $303,146 $-20,434
2018 $676,768 $581,161 $312,477 $95,607
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