MONTANA BRAVE HEARTS

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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

KALEE PLOWMAN

Phone

7193583611

Tax Period

2024-01-01 to 2024-12-31

MONTANA BRAVE HEARTS, founded in 2022, is a small nonprofit in the Medical Research sector that reported $218K in total revenue in fiscal year 2024. Revenue surged 376% from the prior year, signaling strong growth momentum. The organization ran a surplus of $149K, a strong 69% operating margin.

Mission

HOPE FOR THE BRAVEST HEARTS

Program Service Accomplishments

Program 1

Expenses: $53,038

MONTANA BRAVE HEARTS IS DEDICATED TO SUPPORTING MONTANA FAMILIES, RAISING AWARENESS, AND FUNDRAISING FOR RESEARCH IN HOPES OF A BRIGHTER FUTURE FOR THOSE LIVING WITH A CONGENITAL HEART DEFECT (CHD). MONTANA BRAVE HEARTS IS DEVOTED TO EMPOWERING FAMILIES AND RAISING AWARENESS ABOUT CONGENITAL HEART DEFECTS (CHD). THROUGH ADVOCACY, EDUCATION, AND COMMUNITY SUPPORT, WE WORK TO: GIVE SUPPORT TO FAMILIES WITH CHD- SUPPORT FAMILIES: WE OFFER A BRAVE BEGINNINGS TRAVEL CARE PACKAGE, BEREAVEMENT SUPPORT, CONNECTIONS TO THE MONTANA HEART COMMUNITY, AND ONE- ON-ONE SUPPORT FROM A MONTANA HEART MOM FOR FAMILIES NAVIGATING A NEW CHD DIAGNOSIS. RAISE AWARENESS: INCREASE PUBLIC UNDERSTANDING OF CHD THROUGH CAMPAIGNS, EVENTS, AND PARTNERSHIPS. FUND LIFE-CHANGING RESEARCH- FUND RESEARCH: ADVOCATE FOR AND CONTRIBUTE TO GROUNDBREAKING MEDICAL RESEARCH AIMED AT IMPROVING THE LIVES OF THOSE WITH CHD. OUR MISSION IS FUELED BY GRATITUDE TOWARDS THOSE WHO MADE THE SELFLESS CHOICE TO ENTRUST THEIR CHILDREN TO THE HANDS OF SURGEONS, PROPELLING US FORWARD IN OUR QUEST TO MAKE A DIFFERENCE.

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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 $162,253

Program Service Revenue $0

Investment Income $18

Other Revenue $55,586

TOTAL REVENUE $217,857

Expense Breakdown

Grants Paid $47,808

Salaries & Benefits $0

Fundraising Expenses $12,532

Program Expenses $53,038

Other Expenses $20,786

TOTAL EXPENSES $68,594

Year-over-Year Comparison

	2024	2023	Change
Revenue	$217,857	$45,807	+3.8%
Expenses	$68,594	$29,969	+1.3%
Net Income	$149,263	$15,838	+8.4%

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
MANDY ANDERSON	SECRETARY/TR	5.00	Officer Director	$0	$0	$0
HUGH BIGG	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ASHLEAH HALL	CO-PRESIDENT	3.00	Officer Director	$0	$0	$0
DOUGLAS MCBRIDE	CHAIR	1.00	Officer Director	$0	$0	$0
KALEE PLOWMAN	CO-PRESIDENT	5.00	Officer Director	$0	$0	$0
KAYLEEN SCHULTZ	BOARD MEMBER	1.00	Director	$0	$0	$0
SUEANN SCHULTZ	BOARD MEMBER	1.00	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	$217,857	$68,594	$166,628	$149,263