BILLINGS MIDDLE SCHOOL (EIN 911107067) - 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

1980

Legal Domicile

Principal Officer

MICHAEL MONTGOMERY

Phone

2065474614

Tax Period

2023-07-01 to 2024-06-30

BILLINGS MIDDLE SCHOOL, founded in 1980, is a community nonprofit that reported $3.9M in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year.

Mission

AN ACADEMIC COMMUNITY DESIGNED TO STRETCH, SUPPORT, AND INSPIRE EARLY ADOLESCENT LEARNERS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $313,886

Program Service Revenue $3,324,524

Investment Income $259,746

Other Revenue $51,031

TOTAL REVENUE $3,949,187

Expense Breakdown

Grants Paid $712,833

Salaries & Benefits $2,318,827

Fundraising Expenses $127,000

Program Expenses $3,364,192

Other Expenses $1,140,768

TOTAL EXPENSES $4,172,428

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,949,187	$4,294,045	-0.1%
Expenses	$4,172,428	$4,588,746	-0.1%
Net Income	$-223,241	$-294,701	-0.2%

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

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

$316,404

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMELIA MARCKWORTH	CHAIR	4.00	Officer Director	$0	$0	$0
SHANNON KENNEDY	VICE CHAIR	4.00	Officer Director	$0	$0	$0
STEVEN STEVENSON	TREASURER	4.00	Officer Director	$0	$0	$0
ELIZABETH RALSTON	SECRETARY	4.00	Officer Director	$0	$0	$0
JOHN NEELEMAN	TRUSTEE	2.00	Director	$0	$0	$0
RICH MAURITZ-MILLER	TRUSTEE	2.00	Director	$0	$0	$0
LIZ SWIFT	TRUSTEE	2.00	Director	$0	$0	$0
TOM PARKHURST	TRUSTEE	2.00	Director	$0	$0	$0
LEW MALAKOFF	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL MONTGOMERY	HEAD OF SCHOOL	50.00	Officer	$168,862	$19,102	$187,964
LAURA BRAKUS	DIRECTOR OF FINANCE	50.00	Officer	$112,300	$16,140	$128,440

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	No data	No data	No data	No data
2024	$3,949,187	$4,172,428	$11,594,980	$-223,241
2023	$4,294,045	$4,876,808	$12,594,243	$-582,763
2022	$5,137,864	$4,739,214	$13,093,653	$398,650
2021	$4,382,521	$3,972,003	$12,935,389	$410,518
2020	$3,677,883	$3,863,371	$13,150,176	$-185,488
2019	$4,104,227	$3,405,311	$12,979,337	$698,916
2018	$6,133,144	$3,119,954	$7,293,073	$3,013,190

BILLINGS MIDDLE SCHOOL