VALLEY NEIGHBORS OF THE FLATHEAD (EIN 862676456) - 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

2021

Legal Domicile

Principal Officer

REBECCA MILLER

Phone

4068714856

Tax Period

2025-01-01 to 2025-12-31

VALLEY NEIGHBORS OF THE FLATHEAD, founded in 2021, is a small nonprofit in the Public & Societal Benefit sector that reported $256K in total revenue in fiscal year 2025. Revenue fell 25% from the prior year — a significant decline worth monitoring.

Mission

VALLEY NEIGHBORS IS A NONPROFIT ORGANIZATION THAT CULTIVATES A WELCOMING ENVIRONMENT FOR IMMIGRANTS IN THE FLATHEAD VALLEY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $255,543

Program Service Revenue $0

Investment Income $108

Other Revenue $0

TOTAL REVENUE $255,651

Expense Breakdown

Grants Paid $224,729

Salaries & Benefits $0

Fundraising Expenses $15,336

Program Expenses $256,728

Other Expenses $37,194

TOTAL EXPENSES $277,259

Year-over-Year Comparison

	2025	2024	Change
Revenue	$255,651	$339,172	-0.2%
Expenses	$277,259	$317,197	-0.1%
Net Income	$-21,608	$21,975	-2.0%

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

200

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

$60,000

Total Directors

$76,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REBECCA MILLER	CHAIR	15.00	Officer Director	$30,000	$0	$30,000
JOHN SKINNER	VICE-CHAIR	15.00	Officer Director	$30,000	$0	$30,000
CORTNIE BROOKS	SECRETARY	4.00	Officer Director	$0	$0	$0
WILL HIATT	TREASURER	10.00	Officer Director	$0	$0	$0
RON GERSON	MEMBER	15.00	Director	$16,500	$0	$16,500
TERRI SMILEY	MEMBER	2.00	Director	$0	$0	$0
SAVANNAH LUST	MEMBER	5.00	Director	$0	$0	$0
DRU RAFKIN	MEMBER	3.00	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	$255,651	$277,259	$30,755	$-21,608
2024	No data	No data	No data	No data
2023	$221,586	$211,215	$30,388	$10,371

VALLEY NEIGHBORS OF THE FLATHEAD