ZERO TO FIVE MONTANA

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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

2023

Legal Domicile

Principal Officer

CAITLIN JENSEN

Phone

4065131115

Tax Period

2024-01-01 to 2024-12-31

ZERO TO FIVE MONTANA, founded in 2023, is a community nonprofit in the Human Services sector that reported $2.6M in total revenue in fiscal year 2024. Revenue surged 8736637% from the prior year, signaling strong growth momentum. Expenses of $2.5M left a modest 5% surplus.

Mission

ZERO TO FIVE MONTANAS MISSION IS TO WORK FOR OUR CHILDREN, FOR OUR FUTURE. OUR PROMISE IS TO STABILIZE, INNOVATE, AND BUILD THE EARLY CHILDHOOD SYSTEM SO MONTANA FAMILIES AND COMMUNITIES CAN THRIVE. WE ARE A STATEWIDE EARLY CHILDHOOD ORGANIZATION FOCUSED ON INCREASING ACCESS TO EARLY CARE AND EDUCATION, SUPPORTING AND STRENGTHENING FAMILIES, UPLIFTING VOICES, AND EMPOWERING SMALL BUSINESSES AND COMMUNITIES. WE ARE NONPARTISAN AND FOCUSED ON SOLUTIONS THAT WORK TOWARD A MONTANA DEDICATED TO EVERY CHILD.

Program Service Accomplishments

Program 1

Expenses: $2,008,249

AT ZERO TO FIVE MONTANA, WE WORK TO MERGE POLICY AND ACHIEVABLE SOLUTIONS. WE HAVE ENGAGED WITH NEARLY 1,000 LOCAL PARTNERS ACROSS THE STATE OF MONTANA, INCLUDING PARENTS, PROVIDERS, THE BUSINESS...

AT ZERO TO FIVE MONTANA, WE WORK TO MERGE POLICY AND ACHIEVABLE SOLUTIONS. WE HAVE ENGAGED WITH NEARLY 1,000 LOCAL PARTNERS ACROSS THE STATE OF MONTANA, INCLUDING PARENTS, PROVIDERS, THE BUSINESS SECTOR, EDUCATION PARTNERS, AND COMMUNITY COALITION AND COLLABORATIVE LEADS. THE IMPORTANT EARLY CHILDHOOD POLICY WORK IS A LONG-TERM MOVEMENT AND WILL CONTINUE TO BUILD ON THE MOMENTUM FROM 2023 THROUGH CHAMPIONS, STORIES, AND COMMUNITY AND STATE-LEVEL COLLABORATION. WE ALL WANT TO SEE INCREASED VALUE AND INVESTMENT IN EARLY CHILDHOOD, AND WE ARE LOOKING FORWARD TO MORE GAINS IN THE YEAR TO COME. OUR CONNECTIONS AND RELATIONSHIPS WITH NATIONAL, STATE AND LOCAL PARTNERS AND ORGANIZATIONS ENABLE US TO PROVIDE INFORMED INPUT AND PERSPECTIVES ON A WIDE ARRAY OF EARLY CHILDHOOD ISSUES, ALLOWING US TO SUPPORT A COLLECTIVE MOVEMENT AND VISION FOR CHILDREN AND FAMILIES ACROSS OUR STATE.

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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 $2,613,718

Program Service Revenue $0

Investment Income $0

Other Revenue $7,303

TOTAL REVENUE $2,621,021

Expense Breakdown

Grants Paid $70,000

Salaries & Benefits $1,006,836

Fundraising Expenses $15,000

Program Expenses $2,008,249

Other Expenses $1,419,946

TOTAL EXPENSES $2,496,782

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,621,021	$30	+87366.4%
Expenses	$2,496,782	N/A	N/A
Net Income	$124,239	$30	+4140.3%

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

$100,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAITLIN JENSEN	Executive Dir.	40.00	Officer	$95,129	$5,371	$100,500
JIM FITZGERALD	President	1.00	Officer Director	$0	$0	$0
DENISE INCORONATO	Vice President	1.00	Officer Director	$0	$0	$0
JENNA RHOADS	Secretary	1.00	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
2025	No data	No data	No data	No data
2024	$2,621,021	$2,496,782	$1,559,504	$124,239
2023	$30	No data	$550,030	No data