ZONTA CLUB OF BILLINGS FOUNDATION

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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

LYNETTE KERBEL

Phone

4068604087

Tax Period

2024-01-01 to 2024-12-31

ZONTA CLUB OF BILLINGS FOUNDATION, founded in 2020, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $36K in total revenue in fiscal year 2024. The organization ran a surplus of $14K, a strong 39% operating margin.

Mission

FUNDING CHARITABLE ACTIVITIES THAT PROVIDE ADVANCEMENT OF STATUS OF WOMEN AND GIRLS. MUST MEET PROVISIONS OF IR CODE SEC 501(c)(3).

Program Service Accomplishments

Program 1

Expenses: $14,076 Revenue: $0

TO ZONTA FOUNDATION FOR WOMEN WHO FUND PROJECTS THAT PROMOTE THE IMPROVEMENT OF STATUS OF WOMEN AND GIRLS WORLDWIDE

Program 2

Expenses: $2,500 Revenue: $0

TO YELLOWSTONE ART MUSEUM-SPONSOR ART COLLECTION BELONGING TO A PAST DIRECTOR OF THE YELLOWSTONE ART MUSEUM, DONNA FORBES.

Program 3

Expenses: $5,149 Revenue: $0

TO "CONVERZATIONS", A PROGRAM PRESENTED BY THE ZONTA CLUB OF BILLINGS TO PROVIDE EDUCATION AND DISCUSSION REGARDING STATUS OF WOMEN AND GIRLS

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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 $18,850

Program Service Revenue $0

Investment Income $17,426

Other Revenue $0

TOTAL REVENUE $36,276

Expense Breakdown

Grants Paid $21,725

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $21,725

Other Expenses $349

TOTAL EXPENSES $22,074

Year-over-Year Comparison

	2024	2023	Change
Revenue	$36,276	N/A	N/A
Expenses	$22,074	N/A	N/A
Net Income	$14,202	$0	N/A

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

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
ANNE MARIE WADE	DIRECTOR	1	Director	$0	$0	$0
GABRIELLA DECKE	DIRECTOR	1	Director	$0	$0	$0
NANCY CURRIDEN	DIRECTOR	1	Director	$0	$0	$0
PAULA MILLER	DIRECTOR	1	Director	$0	$0	$0
STELLA FONG	DIRECTOR	1	Director	$0	$0	$0
ANNA SCHMITT	PRESIDENT/SECRETARY	2	Officer	$0	$0	$0
CINDY DEBAR	VICE PRESIDENT	1	Officer	$0	$0	$0
LYNETTE KERBEL	TREASURER	1	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	$36,276	$22,074	$544,484	$14,202