JODY ALISE FOUNDATION

EIN: 921002356 501(c)(3) Mental Health

ROUNDUP, MT

Total Revenue
$892,798
Total Expenses
$80,530
Total Assets
$2,513,734
Net Assets
$2,512,268
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Financial Trends

Organization Details

Formation Year
2022
Legal Domicile
MT
Principal Officer
JODY ALISE DAHL
Phone
4063233614
Tax Period
2023-01-01 to 2023-12-31

JODY ALISE FOUNDATION, founded in 2022, is a small nonprofit in the Mental Health sector that reported $893K in total revenue in fiscal year 2023. Revenue fell 47% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $812K, a strong 91% operating margin.

Mission

The Jody Alise Foundation mission is to enhance mental health awareness and services in rural Montana, specifically in Musselshell and Teton Counties. The foundation is organized and shall be operated exclusively for the following purposes: a) Charitableb) Educational c) to make grants to individuals and organizations operating in the State of Montana seeking to improve mental health and/ or treat mental illness and to develop and publish materials and webinars for use by professionals and schools to improve mental health and or treat mental illness.

Program Service Accomplishments

Program 1
Expenses: $80,530

The purpose of the Jody Alise Foundation (JAF) is to support mental health services in rural Montana. The foundation will provide paid interns at clinics and other organizations to develop printed...

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The purpose of the Jody Alise Foundation (JAF) is to support mental health services in rural Montana. The foundation will provide paid interns at clinics and other organizations to develop printed materials and social media platforms to promote mental health awareness and let people in need know where they can find help, which is often hard to find in rural settings; and to work with schools and other nonprofit organizations to enhance delivery of mental health services in rural Montana.The initial seed funding for JAF came from its founder, but the goal of the foundation is to operate as a public charity supported by diverse individuals, grantors, and institutions. The foundation was funded in December. Operations are underway in 2023, and we look forward to reporting our program service accomplishments on our next return.The foundation exists for educational and charitable purposes and specifically to make grants to individuals and organizations operating in the State of Montana seeking to improve mental health and/or treat mental illness and to develop and publish materials and webinars for use by professionals and schools to improve mental health and/or treat mental illness. The foundation presently carries out its purposes by (a) locating and funding experts who can educate regarding identification of trauma and the provision of ongoing trauma care (Trauma Experts), (b) locating and funding speakers who can educate regarding mental and emotional health (Health Speakers), (c) hiring student ambassadors to advocate for mental health and addiction awareness (Student Ambassadors), (d) hiring a mental health disorder and addiction specialist to operateeducation and prevention programs (Health Specialist), and (e) paying counseling or professional mental health provider services for individuals unable to pay (Treatment Assistance). The foundation plans to expand its grantmaking program to other organizations with tax exempt purposes of improving mental health and treatment of mental illness, hiring additional counselors and addiction specialists and creating a widelyaccessible online community to foster sharing of professional materials and curriculum designed to improve mental health and treat mental illness.The Trauma Expert and Health Speaker programs are conducted directly by the foundation. The foundation identifies appropriate experts and funds all expenses related to the expert speaking and educating in the State of Montana. The activity has been conducted at schools or other community centers in Roundup, Montana. The activity is approximately 5 percent of the foundation's time and expense.The Student Ambassador program is conducted directly by part time student employees of the foundation. The foundation accepts applications from students and employes three to four students who are employed to educate students regarding mental health awareness and mental health treatment resources. The activity has been conducted primarily at Roundup public schools. The activity is also approximately 5 percentof the foundation's time and expense.The Health Specialist is conducted directly by a full time employee of the foundation. The specialist is primarily responsible for providing awareness of and connecting community members with different existing organizations providing mental health awareness and treatment resources. As this activity is a new program, it is approximately 4 percent of the foundation's time and expense.The Treatment Assistance program is conducted by the foundation assisting individuals who are unable to pay for counseling or treatmentservices by paying third party providers of those services. The activity is also approximately 1 percent of the foundation's time and expense.The foundation will increasingly conduct activities by grantmaking to other organized that are recognized as Section 501(c)(3) organizations and which operate in the State of Montana. The foundation will conduct the grantmaking by receiving applications, primarily through its website, but the mental health awareness and treatment services will be conducted by other public charities using grants received from the foundation. The activity is estimated to be approximately 85 percent of the foundation's time and expense.2023 PROGRAM ACCOMPLISHMENTS: https://www.rounduprecord.com/story/2023/10/25/news/the-founding-of-youth-cares/4659.html

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $808,942
Program Service Revenue $0
Investment Income $83,856
Other Revenue $0
TOTAL REVENUE $892,798

Expense Breakdown

Grants Paid $19,250
Salaries & Benefits $18,449
Fundraising Expenses $0
Program Expenses $80,530
Other Expenses $42,831
TOTAL EXPENSES $80,530

Year-over-Year Comparison

2023 2022 Change
Revenue $892,798 $1,700,000 -0.5%
Expenses $80,530 N/A N/A
Net Income $812,268 $1,700,000 -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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Governance

Voting Members
3
Independent Members
N/A
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
3
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JODY DAHL President 4.00
Officer Director
$0 $0 $0
NICOLE BORNER Secretary 2.00
Officer Director
$0 $0 $0
KILEY JUDISCH Treasurer 2.00
Officer 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
2023 $892,798 $80,530 $2,513,734 $812,268
2022 $1,700,000 No data $1,700,000 No data
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