Social Science
(V99)
990 on File
MONTANA FAMILY INSTITUTE INC
Financial strength (30%)
80/100
Reliability (20%)
55/100
Effectiveness (25%)
78/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2023
$752K
Total Revenue
$531K
Total Expenses
$1.6M
Net Assets
0
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
79.2%
Fundraising Efficiency
131.5%
Operating Reserve
35.81x
Liability-to-Asset
0.2%
Revenue Diversification
92.4%
Executive Compensation
$121K
Compared with Peers
FY 2023
Compared with 288 similar organizations
(United States, Social Science, $100K–$1M in expenses), FY 2023.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
79.2% | 82.7% |
P10P90
|
Below median |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
13.6% | 15.7% |
P10P90
|
Above median |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
7.2% | 0.0% |
P10P90
|
Bottom quarter |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
131.5% | 18.4% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
35.8 mo | 10.8 mo |
P10P90
|
Top quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.2% | 1.5% |
P10P90
|
Above median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
92.4% | 93.6% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
30.3% | 8.9% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-4.5% | 11.8% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
29.3% | 0.4% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $752K | $531K | $1.6M | 79.2% | 0 |
| 2022 | $577K | $557K | $1.4M | 80.3% | 0 |
| 2021 | $1.1M | $340K | N/A | — | 0 |
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