World Language Initiative MT (EIN 822212916) - 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

2017

Legal Domicile

Principal Officer

Ann Swann

Phone

4064146419

Tax Period

2024-08-01 to 2025-07-31

World Language Initiative MT, founded in 2017, is a small nonprofit in the Education sector that reported $398K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $374K left a modest 6% surplus.

Mission

PROVIDING LANGUAGE EDUCATION AND CULTURAL OPPORTUNITIES FOR ALL MONTANANS.

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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 $209,138

Program Service Revenue $184,666

Investment Income $12

Other Revenue $3,949

TOTAL REVENUE $397,765

Expense Breakdown

Grants Paid $0

Salaries & Benefits $295,008

Fundraising Expenses $39,313

Program Expenses $302,472

Other Expenses $78,941

TOTAL EXPENSES $373,949

Year-over-Year Comparison

	2024	2023	Change
Revenue	$397,765	$338,149	+0.2%
Expenses	$373,949	$391,400	0.0%
Net Income	$23,816	$-53,251	-1.4%

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

$70,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ann Swann	Executive Dir.	40.00	Officer	$70,000	$0	$70,000
Anna Johnson	Director	1.00	Director	$0	$0	$0
Katie Wing	Vice President	2.00	Officer Director	$0	$0	$0
Lauren Caselli	Treasurer	2.00	Officer Director	$0	$0	$0
Veronica Nelson	Director	1.00	Director	$0	$0	$0
Grazi Volpiano	Director	1.00	Director	$0	$0	$0
Marilyn Guggenheim	Director	2.00	Director	$0	$0	$0
Claudia Koechell	Secretary	2.00	Officer Director	$0	$0	$0
Jessica Cartwright	President	3.00	Officer 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
2025	$397,765	$373,949	$37,004	$23,816
2024	$338,149	$391,400	$68,960	$-53,251
2023	$241,225	$304,578	$66,511	$-63,353
2022	$308,840	$245,062	$125,630	$63,778

World Language Initiative MT