BITTERROOT HERITAGE ACADEMY (EIN 920258201) - 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

CHRISTINE AGIN

Phone

4062406171

Tax Period

2024-08-01 to 2025-07-31

BITTERROOT HERITAGE ACADEMY, founded in 2022, is a small nonprofit that reported $207K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

Provide financial aid and tuition assistance for students who demonstrate financial hardship

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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 $82,526

Program Service Revenue $99,365

Investment Income $8,002

Other Revenue $17,352

TOTAL REVENUE $207,245

Expense Breakdown

Grants Paid $0

Salaries & Benefits $154,381

Fundraising Expenses $0

Program Expenses $137,913

Other Expenses $47,785

TOTAL EXPENSES $202,166

Year-over-Year Comparison

	2024	2023	Change
Revenue	$207,245	$190,117	+0.1%
Expenses	$202,166	$179,288	+0.1%
Net Income	$5,079	$10,829	-0.5%

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

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
CHRISTINE AGIN	PRESIDENT	002.00	Director	$0	$0	$0
MEGAN GESSLER	DIRECTOR	002.00	Director	$0	$0	$0
BRAD RHODDA	DIRECTOR	002.00	Director	$0	$0	$0
SARAH GUSAAS	DIRECTOR	002.00	Director	$0	$0	$0
RUSSELL AGIN	DIRECTOR	002.00	Director	$0	$0	$0
RENEE ADOLF	DIRECTOR	002.00	Director	$0	$0	$0
RACHELLE RODRIGUEZ	DIRECTOR	002.00	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
2025	$207,245	$202,166	$65,692	$5,079
2024	$190,117	$179,288	$67,654	$10,829
2023	$22,499	$63,768	$43,731	$-41,269

BITTERROOT HERITAGE ACADEMY