JODY ALISE FOUNDATION (EIN 921002356) - 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

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.

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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 $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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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

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

Total Directors

Key Employees

Highest Compensated

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

JODY ALISE FOUNDATION