MONTANA NATIVE GROWTH FUND

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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

Tax Period

2023-01-01 to 2023-12-31

MONTANA NATIVE GROWTH FUND, founded in 2020, is a small nonprofit in the Community Improvement sector that reported $797K in total revenue in fiscal year 2023. Revenue surged 89% from the prior year, signaling strong growth momentum. The organization ran a surplus of $437K, a strong 55% operating margin.

Mission

OUR MISSION IS TO PROMOTE SELF-SUSTAINING ECONOMIC DEVELOPMENT FOR NATIVE AMERICANS BY OFFERING CAPACITY-BUILDING ACCESS TO CAPITAL AND CULTURALLY EMPOWERED SUPPORT TO GROW NATIVE HOMES AND COMMUNITIES.

Program Service Accomplishments

Program 1

Expenses: $347,551

HELP COMMUNITIES BECOME SELF SUSTAINING WHERE INDIGENOUS PEOPLE CAN WORK AND RAISE THEIR FAMILIES, AND MAKE THEIR PERMANENT HOMES

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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 $688,288

Program Service Revenue $0

Investment Income $61,182

Other Revenue $47,039

TOTAL REVENUE $796,509

Expense Breakdown

Grants Paid $0

Salaries & Benefits $213,333

Fundraising Expenses $0

Program Expenses $347,551

Other Expenses $145,886

TOTAL EXPENSES $359,219

Year-over-Year Comparison

	2023	2022	Change
Revenue	$796,509	$421,525	+0.9%
Expenses	$359,219	$371,871	0.0%
Net Income	$437,290	$49,654	+7.8%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KERRY SHABI	EXECUTIVE DIRECTOR	40.00		$34,615	$0	$34,615
LORETTA BELL	Director	1.00	Director	$0	$0	$0
HANNAH CROSS	Director	1.00	Director	$0	$0	$0
LORRAINE BROCKIE	Director	1.00	Director	$0	$0	$0
JACKIE BLACKBIRD	Director	1.00	Director	$0	$0	$0
ELEANOR YELLOWROBE	Director	1.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$796,509	$359,219	$1,299,749	$437,290
2022	$421,525	$371,871	$1,073,352	$49,654
2021	$252,040	$41,045	$250,591	$210,995