MONTANA INSTITUTE OF FAMILY LIVING PARK MANOR (EIN 820293686) - 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

1969

Legal Domicile

Principal Officer

CARRIE LEE

Phone

4067611444

Tax Period

2024-01-01 to 2024-12-31

MONTANA INSTITUTE OF FAMILY LIVING PARK MANOR, founded in 1969, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Expenses of $961K left a modest 15% surplus.

Mission

TO PROVIDE SAFE AND AFFORDABLE HOUSING TO THE ELDERLY AND HANDICAPPED.

🔒

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 $0

Program Service Revenue $978,711

Investment Income $1,881

Other Revenue $147,435

TOTAL REVENUE $1,128,027

Expense Breakdown

Grants Paid $0

Salaries & Benefits $382,285

Fundraising Expenses $0

Program Expenses $950,446

Other Expenses $578,265

TOTAL EXPENSES $960,550

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,128,027	$1,111,521	+0.0%
Expenses	$960,550	$885,016	+0.1%
Net Income	$167,477	$226,505	-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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARRIE LEE	President	1.00	Officer Director	$0	$0	$0
MARV STROM	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID DUBOIS	Treasurer	1.00	Officer Director	$0	$0	$0
KYRA MCGARR	Secretary	1.00	Officer Director	$0	$0	$0
SCOTT SMART	BOARD MEMBER	1.00	Director	$0	$0	$0
RACHEL VAUGHAN	MANAGER	1.00	Director	$0	$0	$0
KAREN BURKETT	MANAGER	1.00	Director	$0	$0	$0
GRETCHEN SWIFT	Vice President	1.00	Officer Director	$0	$0	$0
DANI BRESNAHAN	Secretary	1.00	Officer Director	$0	$0	$0
MICK TALIF	BOARD MEMBER	1.00	Director	$0	$0	$0
JILL BARNETT	MANAGER	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
2024	$1,128,027	$960,550	$1,458,285	$167,477
2023	$1,111,521	$885,016	$1,334,145	$226,505
2022	$1,066,084	$979,558	$1,172,912	$86,526
2021	$1,056,475	$939,980	$1,073,046	$116,495
2020	$1,023,070	$877,373	$1,085,878	$145,697
2019	$1,016,846	$928,245	$1,088,534	$88,601
2018	$968,219	$938,119	$1,086,130	$30,100

MONTANA INSTITUTE OF FAMILY LIVING PARK MANOR