MONTANA WEST ECONOMIC DEVELOPMENT FOUNDATION (EIN 874373142) - 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

2022

Legal Domicile

Principal Officer

CHRISTY CUMMINGS DAWSON

Phone

4062577711

Tax Period

2024-01-01 to 2024-12-31

MONTANA WEST ECONOMIC DEVELOPMENT FOUNDATION, founded in 2022, is a small nonprofit in the Community Improvement sector that reported $205K in total revenue in fiscal year 2024. Revenue surged 1954% from the prior year, signaling strong growth momentum. The organization ran a surplus of $62K, a strong 30% operating margin.

Mission

THE OBJECTIVE OF THE FOUNDATION IS RELIEF OF CONDITIONS OF POVERTY DEPENDENCY, UNEMPLOYMENT, AND UNDEREMPLOYMENT IN AND AROUND THE COMMUNITY OF FLATHEAD COUNTY, MONTANA.

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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 $205,356

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $205,356

Expense Breakdown

Grants Paid $139,306

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $140,365

Other Expenses $4,448

TOTAL EXPENSES $143,754

Year-over-Year Comparison

	2024	2023	Change
Revenue	$205,356	$10,000	+19.5%
Expenses	$143,754	$37,772	+2.8%
Net Income	$61,602	$-27,772	-3.2%

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

$110,840

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT NICHOLSON	CHAIR	0.25	Officer Director	$0	$0	$0
DOM GOBLE	VICE CHAIR	0.25	Officer Director	$0	$0	$0
THOMAS MOODY	PAST CHAIR	0.25	Officer Director	$0	$0	$0
SARAH GOULD	TREASURER	0.25	Officer Director	$0	$0	$0
JASON WILLIAMS	DIRECTOR	0.25	Director	$0	$0	$0
BECKIE CHRISTIAENS	DIRECTOR	0.25	Director	$0	$0	$0
DERRICK WOODWARD	DIRECTOR	0.25	Director	$0	$0	$0
MATT BALDWIN	DIRECTOR	0.25	Director	$0	$0	$0
KELLYN BROWN	DIRECTOR	0.25	Director	$0	$0	$0
BRENT BROWN	DIRECTOR	0.25	Director	$0	$0	$0
RG DICKEY	DIRECTOR	0.25	Director	$0	$0	$0
TALIA DOMENICO	DIRECTOR	0.25	Director	$0	$0	$0
JOE MCLAFFERTY	DIRECTOR	0.25	Director	$0	$0	$0
DAVE MCNUTT	DIRECTOR	0.25	Director	$0	$0	$0
CAMERON JOHNSON	DIRECTOR	0.25	Director	$0	$0	$0
CHRISTY CUMMINGS DAWSON	PRESIDENT/CEO	2.00	Officer	$0	$11,287	$110,840

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	$205,356	$143,754	$183,847	$61,602

MONTANA WEST ECONOMIC DEVELOPMENT FOUNDATION