WESTERN MONTANA CREATIVE INITIATIVES (EIN 832465407) - 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

2020

Legal Domicile

Principal Officer

JOHN MCKAY

Phone

4068685596

Tax Period

2024-01-01 to 2024-12-31

WESTERN MONTANA CREATIVE INITIATIVES, founded in 2020, is a small nonprofit in the Arts, Culture & Humanities sector that reported $390K in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $358K left a modest 8% surplus.

Mission

TO STRENGTHEN THE CREATIVE CAPACITY OF WESTERN MONTANA AND FOSTER DIALOGUE AND EXPERIENCES THAT ARE CULTURALLY VIBRANT, HEALTHY, AND INTELLECTUALLY VIGOROUS. WE FOCUS ON FOSTERING COLLABORATION, CREATIVE PLACEMAKING, ARTIST-COMMUNITY INTEGRATION, AND EDUCATIONAL OPPORTUNITIES.

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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 $348,495

Program Service Revenue $23,635

Investment Income $0

Other Revenue $18,069

TOTAL REVENUE $390,199

Expense Breakdown

Grants Paid $0

Salaries & Benefits $147,023

Fundraising Expenses $37,320

Program Expenses $302,501

Other Expenses $210,831

TOTAL EXPENSES $357,854

Year-over-Year Comparison

	2024	2023	Change
Revenue	$390,199	$303,600	+0.3%
Expenses	$357,854	$257,905	+0.4%
Net Income	$32,345	$45,695	-0.3%

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

$59,523

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STONEY SAMSOE	EXECUTIVE DI	40.00	Director	$59,523	$0	$59,523
SALLY JO BECK	DIRECTOR	5.00	Officer Director	$0	$0	$0
KATE VAN DORN	DIRECTOR	5.00	Officer Director	$0	$0	$0
LIZ DYE	FUNDRAISING	5.00	Officer Director	$0	$0	$0
RICK LEGON	VICE-CHAIR	5.00	Officer Director	$0	$0	$0
JOHN MCKAY	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
ADDIE PALIN	SECRETARY	5.00	Officer Director	$0	$0	$0
SAMI STANLY	DIRECTOR	5.00	Officer Director	$0	$0	$0
JANEL WOODWORTH	DIRECTOR	5.00	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
2024	$390,199	$357,854	$141,343	$32,345
2023	$303,600	$257,905	$108,775	$45,695
2022	$236,330	$199,078	$63,080	$37,252

WESTERN MONTANA CREATIVE INITIATIVES