BIG BROTHERS BIG SISTERS OF CENTRAL MONTANA

EIN: 237138696 501(c)(3)

HELENA, MT

Total Revenue
$417,255
Total Expenses
$551,456
Total Assets
$256,225
Net Assets
$222,507
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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
1971
Legal Domicile
MT
Principal Officer
JESSE MAHUGH
Phone
4064427479
Tax Period
2023-01-01 to 2023-12-31

BIG BROTHERS BIG SISTERS OF CENTRAL MONTANA, founded in 1971, is a small nonprofit that reported $417K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Expenses of $551K exceeded revenue, resulting in a 32% operating deficit.

Mission

CREATE AND SUPPORT ONE-TO-ONE MENTORING RELATIONSHIP THAT IGNITE THE POWER AND PROMISE OF YOUTH

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $354,442
Program Service Revenue $0
Investment Income $370
Other Revenue $62,443
TOTAL REVENUE $417,255

Expense Breakdown

Grants Paid $0
Salaries & Benefits $370,624
Fundraising Expenses $59,091
Program Expenses $432,527
Other Expenses $180,832
TOTAL EXPENSES $551,456

Year-over-Year Comparison

2023 2022 Change
Revenue $417,255 $464,292 -0.1%
Expenses $551,456 $429,907 +0.3%
Net Income $-134,201 $34,385 -4.9%
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

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Governance

Voting Members
19
Independent Members
19
Employees
10
Volunteers
190

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
5
$86,821
Total Directors
19
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN HAGEMAN BOARD CHAIR 1.00
Officer Director
$0 $0 $0
MICHAEL ZEREN VICE CHAIR 1.00
Officer Director
$0 $0 $0
SEAN BLOMQUIST TREASURER 1.00
Officer Director
$0 $0 $0
DAVE MCALPIN SECRETARY 1.00
Officer Director
$0 $0 $0
MEGAN BAILLY BOARD MEMBER 1.00
Director
$0 $0 $0
MELINDA WHITE BOARD MEMBER 1.00
Director
$0 $0 $0
JACQUIE BURCHARD BOARD MEMBER 1.00
Director
$0 $0 $0
PEG HASNER BOARD MEMBER 1.00
Director
$0 $0 $0
HEIDI HOCKETT BOARD MEMBER 1.00
Director
$0 $0 $0
COURTNEY HOLMES BOARD MEMBER 1.00
Director
$0 $0 $0
AUDREY KELLY BOARD MEMBER 1.00
Director
$0 $0 $0
SCOTT MACE BOARD MEMBER 1.00
Director
$0 $0 $0
KATELYN MARSIK BOARD MEMBER 1.00
Director
$0 $0 $0
KAITLYN MITCHAM BOARD MEMBER 1.00
Director
$0 $0 $0
TRACI O'KEEFE BOARD MEMBER 1.00
Director
$0 $0 $0
CHAD SWIFT BOARD MEMBER 1.00
Director
$0 $0 $0
MARIE WILLSON BOARD MEMBER 1.00
Director
$0 $0 $0
DANIELLE DYKE BOARD MEMBER 1.00
Director
$0 $0 $0
OLIVIA BLOOD BOARD MEMBER 1.00
Director
$0 $0 $0
JESSE MAHUGH EXECUTIVE DIRECTOR 45.00
Officer
$77,714 $9,107 $86,821
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 $417,255 $551,456 $256,225 $-134,201
2022 $464,292 $429,907 $391,497 $34,385
2021 $181,706 $208,410 $355,925 $-26,704
2020 $347,608 $363,986 $216,533 $-16,378
2019 $431,837 $362,486 $237,562 $69,351
2018 $500,050 $450,835 $172,514 $49,215
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