STEM FOR FLATHEAD VALLEY SCHOOLS INCORPORATED (EIN 844005211) - 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

Principal Officer

Christopher S Washer

Phone

4062502790

Tax Period

2023-01-01 to 2023-12-31

STEM FOR FLATHEAD VALLEY SCHOOLS INCORPORATED, founded in 2019, is a micro nonprofit in the Education sector that reported $15K in total revenue in fiscal year 2023. Revenue surged 150% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3K, a strong 17% operating margin.

Mission

To bring STEM to Montana Flathead Valley Schools by giving students the tools to become innovative in science, technology, engineering and math.

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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 $15,384

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $15,384

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,313

Other Expenses $12,772

TOTAL EXPENSES $12,772

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,384	$6,144	+1.5%
Expenses	$12,772	$8,141	+0.6%
Net Income	$2,612	$-1,997	-2.3%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Alison Godfrey	President/Executive Director	5.0	Director	$0	$0	$0
Christopher Washer	Board Member/Treasurer	0.5	Officer Director	$0	$0	$0
Erica Wirtala	Board Member	0.25	Officer Director	$0	$0	$0
Tom Ritzdorf	Board Member	0.1	Officer Director	$0	$0	$0
Steven Alejandro	Secretary	2.0	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	$15,384	$12,772	$10,661	$2,612
2022	$6,144	$8,141	$8,049	$-1,997
2021	$9,849	$6,682	$10,046	$3,167
2020	$4,217	$1,385	$11,874	$2,832

STEM FOR FLATHEAD VALLEY SCHOOLS INCORPORATED