One Valley Community Foundation

Bozeman, Montana

A-Health Score
76A-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Very Good

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org7.38×
Peer Median18.82×
💰
$3.0M
Total Revenue
📊
$3.4M
Total Expenses
🏦
$25.4M
Net Assets
📋
$1.8M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-6.4%
Year-over-year change (2022 → 2023)
Net Margin
-13.6%
Revenue minus expenses as % of revenue
Working Capital Ratio
7.38
Net assets divided by total expenses
Liabilities-to-Assets
6.8%
Total liabilities as % of total assets

Filing History

14 filings on record
YearRevenueExpensesAssets
2023$3,020,9616%$3,432,7062%$27,197,81414%
2022$3,226,84957%$3,498,86127%$31,491,76842%
2021$2,058,57195%$2,765,489163%$54,568,10822%
2020$43,508,7135647%$1,051,488111%$44,875,4182175%
2019$757,07421%$497,4527%$1,972,53320%
2019$627,73526%$465,73021%$1,638,44012%
2018$499,91126%$386,321189%$1,459,44911%
2017$395,9826%$133,48967%$1,319,43736%
2016$373,222295%$407,845295%$969,1589%
2015$94,52495%$103,31345%$892,2681%
2014$48,3778%$71,370111%$904,3464%
2013$52,68457%$33,75693%$943,0891%
2012$123,29062%$17,530108%$936,80213%
2011$76,274$8,446$825,890

Frequently Asked Questions

What does One Valley Community Foundation do?

One Valley Community Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Montana. It is classified under NTEE code T310 and is registered as a 501(c) tax-exempt organization with the IRS.

Is One Valley Community Foundation financially healthy?

Based on our 9-metric Financial Health Score model, One Valley Community Foundation has a score of 76/100 (Grade: A-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does One Valley Community Foundation generate?

One Valley Community Foundation reports -$28.3M in annual revenue and holds $22.3M in total assets, based on IRS filings.

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