MAX S BAUCUS INSTITUTE (EIN 863725571) - 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

Phone

4062436623

Tax Period

2024-01-01 to 2024-12-31

MAX S BAUCUS INSTITUTE, founded in 2021, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $910K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $808K left a modest 11% surplus.

Mission

TO PREPARE OUR NEXT GENERATION OF PUBLIC SERVANTS.

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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 $886,042

Program Service Revenue $0

Investment Income $23,580

Other Revenue $0

TOTAL REVENUE $909,622

Expense Breakdown

Grants Paid $93,000

Salaries & Benefits $309,827

Fundraising Expenses $95,229

Program Expenses $645,036

Other Expenses $357,047

TOTAL EXPENSES $807,874

Year-over-Year Comparison

	2024	2023	Change
Revenue	$909,622	$726,227	+0.3%
Expenses	$807,874	$428,375	+0.9%
Net Income	$101,748	$297,852	-0.7%

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

$198,154

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW PERSON	Executive Dir.	40.00	Officer	$198,154	$0	$198,154
MAX BAUCUS	President	10.00	Officer Director	$0	$0	$0
MELODEE HANES	Vice President	10.00	Officer Director	$0	$0	$0
BARRETT KAISER	Director	1.00	Director	$0	$0	$0
BARB SKELTON	Director	1.00	Director	$0	$0	$0
JIM MCCRAY	Director	5.00	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
2024	$909,622	$807,874	$1,282,834	$101,748
2023	$726,227	$428,375	$1,103,677	$297,852
2022	$843,842	$214,427	$714,305	$629,415

MAX S BAUCUS INSTITUTE