BIG SKY FIFTY FIVE PLUS (EIN 824712803) - 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

2018

Legal Domicile

Principal Officer

PAT SWEENEY

Tax Period

2023-01-01 to 2023-12-31

BIG SKY FIFTY FIVE PLUS, founded in 2018, is a small nonprofit in the Public & Societal Benefit sector that reported $489K in total revenue in fiscal year 2023. Revenue surged 116% from the prior year, signaling strong growth momentum. Expenses of $462K left a modest 6% surplus.

Mission

PROVIDE ADVOCACY FOR AGE 55 AND UP PERSONS

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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 $489,187

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $489,187

Expense Breakdown

Grants Paid $0

Salaries & Benefits $286,466

Fundraising Expenses $0

Program Expenses $405,870

Other Expenses $175,167

TOTAL EXPENSES $461,633

Year-over-Year Comparison

	2023	2022	Change
Revenue	$489,187	$226,234	+1.2%
Expenses	$461,633	$243,713	+0.9%
Net Income	$27,554	$-17,479	-2.6%

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

N/A

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

$62,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGIE MACDONALD	EXECUTIVE DIRECTOR	40.00	Director	$62,500	$0	$62,500
BILL BRONSON	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH MARUM	DIRECTOR	2.00	Director	$0	$0	$0
SHARON STEWART PEREGOY	DIRECTOR	2.00	Director	$0	$0	$0
DENNIS TAYLOR	DIRECTOR	2.00	Director	$0	$0	$0
SANNA PORTE	DIRECTOR	2.00	Director	$0	$0	$0
BARBARA ARCHER	DIRECTOR	2.00	Director	$0	$0	$0
TERRY MINOW	CHAIR	10.00	Officer	$0	$0	$0
JON ELLINGSON	VICE CHAIR	10.00	Officer	$0	$0	$0
PAMELA CARROLL	SECRETARY	10.00	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
2023	$489,187	$461,633	$34,695	$27,554
2022	$226,234	$243,713	$8,107	$-17,479
2021	$212,505	$281,912	$24,814	$-69,407
2020	$511,985	$430,253	$87,775	$81,732

BIG SKY FIFTY FIVE PLUS