THE EXCHANGE CLUB OF HELENA (EIN 816026715) - 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

1950

Legal Domicile

Phone

4065992495

Tax Period

2023-07-01 to 2024-06-30

THE EXCHANGE CLUB OF HELENA, founded in 1950, is a small nonprofit that reported $137K in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum.

Mission

PROVIDE PROGRAMS OF SERVICE IN AMERICANISM, COMMUNITY SERVICE, YOUTH ACTIVITIES, & PREVENTION OF CHILD ABUSE FOR THE GOOD OF THE COMMUNITY & AMERICA.

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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 $34,138

Program Service Revenue $0

Investment Income $1,498

Other Revenue $100,996

TOTAL REVENUE $136,632

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $125,151

Other Expenses $135,841

TOTAL EXPENSES $135,841

Year-over-Year Comparison

	2023	2022	Change
Revenue	$136,632	$108,111	+0.3%
Expenses	$135,841	$113,700	+0.2%
Net Income	$791	$-5,589	-1.1%

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

N/A

Employees

N/A

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
JENNELL DAY	Director	2.00	Director	$0	$0	$0
JOHN STEINHOFF	Director	2.00	Director	$0	$0	$0
DAN MAZUREK	Director	2.00	Director	$0	$0	$0
DAVE HEMMER	Director	2.00	Director	$0	$0	$0
SHERIDAN JONES	Director	2.00	Director	$0	$0	$0
NICK FISH	Director	2.00	Director	$0	$0	$0
MIKE SPAULDING	Director	2.00	Director	$0	$0	$0
MICHELLE SMETANA	President	2.00	Director	$0	$0	$0
NICK FOX	Vice President	2.00	Director	$0	$0	$0
COCO COLBERT	president elect	2.00	Officer	$0	$0	$0
ADAM LAWSON	Treasurer	2.00	Officer	$0	$0	$0
ERINN DONNELL	Secretary	2.00	Officer	$0	$0	$0
CUYLER TONKOVICH	PAST PRESIDENT	2.00	Officer	$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	$136,632	$135,841	$82,765	$791
2023	$108,111	$113,700	$86,920	$-5,589
2022	$112,389	$75,863	$80,933	$36,526

THE EXCHANGE CLUB OF HELENA