Montana Theatreworks Inc (EIN 841374984) - 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

1996

Legal Domicile

Principal Officer

John Ludin

Phone

4065855885

Tax Period

2023-01-01 to 2023-12-31

Montana Theatreworks Inc, founded in 1996, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.1M in total revenue in fiscal year 2023. Expenses of $1.0M left a modest 4% surplus.

Mission

Montana Theatreworks Inc., which owns and operates the The Ellen Theatre is dedicated to presenting to the Gallatin Valley the very best in the performing arts, with the goal to entertain, educate and inspire the audience, while celebrating the human experience, providing cultural and social enrichment for all.

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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 $368,475

Program Service Revenue $661,758

Investment Income $4,077

Other Revenue $51,578

TOTAL REVENUE $1,085,888

Expense Breakdown

Grants Paid $0

Salaries & Benefits $391,871

Fundraising Expenses $0

Program Expenses $879,674

Other Expenses $651,779

TOTAL EXPENSES $1,043,650

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,085,888	$1,018,287	+0.1%
Expenses	$1,043,650	$1,109,543	-0.1%
Net Income	$42,238	$-91,256	-1.5%

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

Total Directors

$62,525

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Ludin	Executive Direc	40.00	Director	$62,525	$0	$62,525
Maria Vaillancourt	Director	1.00	Officer	$0	$0	$0
Robert Hendricks	Director	1.00	Officer	$0	$0	$0
Ann Ellsworth	Director	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
2024	No data	No data	No data	No data
2023	$1,085,888	$1,043,650	$2,423,362	$42,238
2022	$1,018,287	$1,109,543	$2,416,199	$-91,256
2021	$1,183,998	$661,070	$2,588,570	$522,928
2020	$814,727	$611,720	$2,057,760	$203,007
2019	$1,004,371	$1,052,367	$1,711,718	$-47,996
2018	$1,219,288	$1,109,905	$1,455,589	$109,383

Montana Theatreworks Inc