MIDDLE FORK STRATEGIES INC

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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

BRANDON DEMARS

Phone

4067942040

Tax Period

2023-01-01 to 2023-12-31

MIDDLE FORK STRATEGIES INC, founded in 2022, is a small nonprofit in the Human Services sector that reported $907K in total revenue in fiscal year 2023. The organization ran a surplus of $412K, a strong 45% operating margin.

Mission

MIDDLE NBSP;FORK NBSP;STRATEGIES NBSP;IS NBSP;A NBSP;MULTI-ISSUE NBSP;MONTANA NBSP;ADVOCACY NBSP;ORGANIZATION NBSP;FOUNDED NBSP;TO NBSP;ENGAGE NBSP;IN NBSP;STRATEGIC NBSP;COMMUNICATIONS NBSP;AND NBSP;PARTNER NBSP;WITH NBSP;GROUPS NBSP;DOING NBSP;IMPACTFUL NBSP;WORK NBSP;ON NBSP;THE NBSP;ISSUES NBSP;THAT NBSP;OUR NBSP;STATE NBSP;OUR NBSP;GOAL NBSP;IS NBSP;TO NBSP;EMPOWER NBSP;PROGRESSIVE NBSP;VOICES NBSP;HOLD NBSP;OUR NBSP;LEADERS NBSP;ACCOUNTABLE NBSP;AND NBSP;KEEP NBSP;OUR NBSP;STATE NBSP;AND NBSP;COMMUNITIES NBSP;SAFE NBSP;HEALTHY NBSP;AND NBSP;PROSPEROUS NBSP;FOR NBSP;WORKING NBSP;FAMILIES NBSP;WE NBSP;WORK NBSP;TOWARD NBSP;A NBSP;MONTANA NBSP;WHERE NBSP;CONSTITUTIONAL NBSP;RIGHTS NBSP;AND NBSP;FREEDOMS NBSP;ARE NBSP;PROTECTED NBSP;AND NBSP;WHERE NBSP;EVERYONE NBSP;HAS NBSP;ACCESS NBSP;TO NBSP;QUALITY NBSP;EDUCATION NBSP;GOOD-PAYING NBSP;JOBS NBSP;AND NBSP;AFFORDABLE NBSP;HOUSING

Program Service Accomplishments

Program 1

Expenses: $87,007

ENGAGED IN A CAMPAIGN TO EDUCATE MONTANANS ABOUT PROPOSED LEGISLATION TO AMEND THE STATE CONSTITUTION, AND HOW MEMBERS OF THE LEGISLATURE VOTED ON PROPOSALS. THIS CONSISTED PRIMARILY OF FLYERS AND...

ENGAGED IN A CAMPAIGN TO EDUCATE MONTANANS ABOUT PROPOSED LEGISLATION TO AMEND THE STATE CONSTITUTION, AND HOW MEMBERS OF THE LEGISLATURE VOTED ON PROPOSALS. THIS CONSISTED PRIMARILY OF FLYERS AND DIGITAL ADVERTISEMENTS.

Program 2

Expenses: $157,647

LAUNCHED A CAMPAIGN TO EDUCATE MONTANANS ABOUT ISSUES RELATING TO PROPERTY TAXES AND HOUSING PRICES IN THE STATE. CONSISTED OF ONLINE ADS AND A WEBSITE WITH A CALCULATOR TO ALLOW HOMEOWNERS TO REVIEW...

Program 3

Expenses: $78,000

BEGAN AN ONGOING PROGRAM OF CONDUCTING OPINION RESEARCH ON KEY ISSUES AND POLICIES AFFECTING MONTANA. THE RESULTS ARE RELEASED PUBLICLY ONLINE TO PROVIDE INSIGHT INTO CITIZEN VIEWS ON ISSUES LIKE...

BEGAN AN ONGOING PROGRAM OF CONDUCTING OPINION RESEARCH ON KEY ISSUES AND POLICIES AFFECTING MONTANA. THE RESULTS ARE RELEASED PUBLICLY ONLINE TO PROVIDE INSIGHT INTO CITIZEN VIEWS ON ISSUES LIKE HOUSING POLICY, HEALTHCARE, EDUCATION, AND OTHERS.

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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 $907,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $907,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $146,969

Fundraising Expenses $0

Program Expenses $465,305

Other Expenses $347,919

TOTAL EXPENSES $494,888

Year-over-Year Comparison

	2023	2022	Change
Revenue	$907,000	N/A	N/A
Expenses	$494,888	N/A	N/A
Net Income	$412,112	N/A	N/A

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

$55,800

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRANDON DEMARS	EXECUTIVE DIRECTOR	040.00	Key Emp	$55,800	$0	$55,800
STACIE ANDERSON	BOARD CHAIR	004.00	Director	$0	$0	$0
DAYNA SWANSON	BOARD VICE CHAIR	004.00	Director	$0	$0	$0
KARI KAISER	SECRETARY TREASURER	002.00	Director	$0	$0	$0
ROBERT FUNK	DIRECTOR	002.00	Director	$0	$0	$0
PATTI PRINKKI KEEBLER	DIRECTOR	002.00	Director	$0	$0	$0
CAROLINE KURTZ	DIRECTOR	002.00	Director	$0	$0	$0
HARPER LAWSON	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
2024	No data	No data	No data	No data
2023	$907,000	$494,888	$417,641	$412,112