RURAL EDUCATION AND COMMUNITY HERI… - Form 990 Financial Data

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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

Peter Bower

Phone

8583324211

Tax Period

2024-07-01 to 2025-06-30

RURAL EDUCATION AND COMMUNITY HERITAGE FOUNDATION OF NW MT, founded in 2022, is a small nonprofit in the Education sector that reported $165K in total revenue in fiscal year 2024. Revenue surged 1634% from the prior year, signaling strong growth momentum. The organization ran a surplus of $159K, a strong 96% operating margin.

Mission

Assists a school district by fostering a culture of philanthropy and providing human resources (volunteerism), financial and other support for long-term and other institutional priorities to the school district.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $160,191

Solicitation of donated funds from community members.

Program 2

Expenses: $0 Revenue: $0

Fundraising events.

Program 3

Expenses: $0 Revenue: $0

Use funds to work towards building new school facility.

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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 $160,191

Program Service Revenue $0

Investment Income $4,827

Other Revenue $0

TOTAL REVENUE $165,018

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $6,325

TOTAL EXPENSES $6,325

Year-over-Year Comparison

	2024	2023	Change
Revenue	$165,018	$9,518	+16.3%
Expenses	$6,325	$956	+5.6%
Net Income	$158,693	$8,562	+17.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tyler Morningstar	Board Member	1	Director	$0	$0	$0
Sheri Abernathy	Board Member	1	Director	$0	$0	$0
Peter Bower	President	1	Officer	$0	$0	$0
Christie Sneed	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	$165,018	$6,325	$1,080,346	$158,693
2024	$9,518	$956	$921,653	$8,562
2023	$42,764	$26,164	$913,092	$16,600
2022	$435,284	$13,692	$896,592	$421,592

RURAL EDUCATION AND COMMUNITY HERITAGE FOUNDATION OF NW MT