LEADERSHIP MONTANA 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

2007

Legal Domicile

Principal Officer

KELLY HEATON

Phone

4065772727

Tax Period

2023-07-01 to 2024-06-30

LEADERSHIP MONTANA INC, founded in 2007, is a small nonprofit in the Education sector that reported $954K in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $290K, a strong 30% operating margin.

Mission

AT THE HEART OF OUR WORK IS OUR FLAGSHIP PROGRAM, AN EIGHT-MONTH EDUCATIONAL EXPERIENCE OFFERING PARTICIPANTS A UNIQUE OPPORTUNITY TO DEVELOP STRONG LEADERSHIP SKILLS ALONG WITH PERSONAL AND PROFESSIONAL GROWTH. WE ALSO OFFER A VARIETY OF PROGRAMS SUCH AS OUR MASTERS CLASS FOR ALUMNI, THE CONFLUENCE AND LMT LIVE WHICH ARE ALSO OPEN TO THE GENERAL PUBLIC, AND LEADERSHIP FOR LEGISLATORS FOR ELECTED OFFICALS.

Program Service Accomplishments

Program 1

Expenses: $501,164 Revenue: $169,986

THROUGH OUR UNIQUE EDUCATIONAL PROGRAMMING, WE GATHER SOME OF THE MOST ACCOMPLISHED MINDS TO DEEPLY DISCUSS CURRENT ISSUES FACING MONTANA. AT THE SAME TIME, PARTICIPANTS ENHANCE THEIR OWN LEADERSHIP SKILLS THROUGH OUR CURRICULUM, LEADING IN MONTANA, DESIGNED SPECIFICALLY AROUND OUR CLASS MEMBERS' INTERESTS AND NEEDS.ONCE PARTICIPANTS COMPLETE THE PROGRAM, THEY JOIN OUR ESTEEMED ALUMNI NETWORK CONSISTING OF THE STATE'S MOST INFLUENTIAL PROFESSIONALS. WITH AN INCREASED AWARENESS AND A COMMITMENT TO SERVICE, OUR ALUMNI SHAPE MONTANA'S FUTURE WITH ENHANCED LEADERSHIP SKILLS AND A DEEPENED KNOWLEDGE OF THE CHALLENGES AND OPPORTUNITIES.LEADERSHIP MONTANA ALSO PROVIDES TRAINING FOR LEADERS STATEWIDE THROUGH SPECIAL PROGRAMS AND EVENTS.

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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 $782,050

Program Service Revenue $169,986

Investment Income $0

Other Revenue $1,653

TOTAL REVENUE $953,689

Expense Breakdown

Grants Paid $0

Salaries & Benefits $329,651

Fundraising Expenses $50,598

Program Expenses $501,164

Other Expenses $334,084

TOTAL EXPENSES $663,735

Year-over-Year Comparison

	2023	2022	Change
Revenue	$953,689	$694,352	+0.4%
Expenses	$663,735	$995,599	-0.3%
Net Income	$289,954	$-301,247	-2.0%

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

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

$52,458

Total Directors

$45,650

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLY HEATON	Executive Dir.	40.00	Officer	$52,458	$0	$52,458
CHANTEL MCCORMICK SCHIEFFER	PAST CEO	40.00	Director	$45,650	$0	$45,650
AARON PRATT	Chair	2.00	Officer Director	$0	$0	$0
JULIE JENKINSON	VICE CHAIR	2.00	Officer Director	$0	$0	$0
DEBBIE VANDEBERG	PAST CHAIR	2.00	Officer Director	$0	$0	$0
CAMILA SKINNER	Treasurer	2.00	Officer Director	$0	$0	$0
BARB CESTERO	Director	2.00	Director	$0	$0	$0
TERRI CHEFF	Director	2.00	Director	$0	$0	$0
KELLY CRESSWELL	Director	2.00	Director	$0	$0	$0
ANTHONY FLYNN	Director	2.00	Director	$0	$0	$0
DARRELL HIRSCH	Director	2.00	Director	$0	$0	$0
ANNE HUGHES	Director	2.00	Director	$0	$0	$0
LEONARD MALIN	Director	2.00	Director	$0	$0	$0
ARIEL OVERSTREET-ADKINS	Director	2.00	Director	$0	$0	$0
JIM SWAN	Director	2.00	Director	$0	$0	$0
TRAVIS YUZIK	Director	2.00	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
2025	No data	No data	No data	No data
2024	$953,689	$663,735	$457,797	$289,954
2023	$694,352	$995,599	$57,831	$-301,247
2022	$969,815	$968,497	$320,044	$1,318
2021	$663,275	$625,598	$329,600	$37,677
2020	$551,968	$603,165	$294,837	$-51,197
2019	$538,104	$523,502	$162,833	$14,602
2018	$448,055	$444,647	$152,754	$3,408