MISSOULA COMMUNITY FOUNDATION (EIN 810539830) - 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

2001

Legal Domicile

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

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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 (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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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

$101,265

Total Directors

Key Employees

Highest Compensated

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

MISSOULA COMMUNITY FOUNDATION