Billings Leadership Foundation (EIN 832729073) - 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

2019

Legal Domicile

Phone

4062470140

Tax Period

2022-07-01 to 2023-06-30

Billings Leadership Foundation, founded in 2019, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.4M in total revenue in fiscal year 2022. Expenses of $1.3M left a modest 6% surplus.

Mission

To engage, equip, and empower leaders and their organizations to effectively execute their mission to improve our city for the glory of God.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,010

Program Service Revenue $1,381,780

Investment Income $547

Other Revenue $0

TOTAL REVENUE $1,383,337

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,090,813

Fundraising Expenses $0

Program Expenses $1,223,140

Other Expenses $208,559

TOTAL EXPENSES $1,299,372

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,383,337	$1,304,639	+0.1%
Expenses	$1,299,372	$1,063,082	+0.2%
Net Income	$83,965	$241,557	-0.7%

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

$213,449

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Matt Lundgren	Ex-Officio	40.00	Officer	$178,449	$35,000	$213,449
Shawna Bonini	Director	1.00	Director	$0	$0	$0
Russ Fagg	Director	1.00	Director	$0	$0	$0
Milford Burke	Director	1.00	Director	$0	$0	$0
Lisa Jensen	Director	1.00	Director	$0	$0	$0
Eric Peterson	Director	1.00	Director	$0	$0	$0
Michael Gordon	Director	1.00	Director	$0	$0	$0
Lane Gammill	Director	1.00	Director	$0	$0	$0
Tim Mascarena	President	1.00	Officer	$0	$0	$0
Summer Gappa	Treasurer	1.00	Officer	$0	$0	$0
Kristin Rapacz	Secretary	1.00	Officer	$0	$0	$0
Rusty Davies	Vice President	1.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,383,337	$1,299,372	$674,286	$83,965
2022	$1,304,639	$1,063,082	$607,044	$241,557
2021	$1,099,588	$874,785	$312,454	$224,803

Billings Leadership Foundation