STATE BAR OF MONTANA GROUP BENEFITS TRUST (EIN 306021116) - Form 990 Financial Analysis & Trantor Score

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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

2005

Legal Domicile

Principal Officer

GARY BJELLAND

Phone

4064427660

Tax Period

2020-01-01 to 2020-12-31

STATE BAR OF MONTANA GROUP BENEFITS TRUST, founded in 2005, is a micro nonprofit that reported $15 in total revenue in fiscal year 2020. Expenses of $1.7M exceeded revenue, resulting in a 11329987% operating deficit.

Mission

SECTION 501(C)(9) VEBA TRUST SPONSORED BY THE STATE BAR OF MONTANA TO PROVIDE HEALTH INSURANCE TO PARTICIPATING LAW FIRMS AND EMPLOYEES.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $15

Other Revenue $0

TOTAL REVENUE $15

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,699,513

TOTAL EXPENSES $1,699,513

Year-over-Year Comparison

	2020	2019	Change
Revenue	$15	N/A	N/A
Expenses	$1,699,513	N/A	N/A
Net Income	$-1,699,498	$0	N/A

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARY BJELLAND	CHAIRMAN	1.00	Officer Director	$0	$0	$0
KRISTI BLAZER	TRUSTEE	1.00	Director	$0	$0	$0
GREGORY GOULD	TRUSTEE	1.00	Director	$0	$0	$0
PEGGY PROBASCO	TRUSTEE	1.00	Director	$0	$0	$0
PERRY SCHNEIDER	TRUSTEE	1.00	Director	$0	$0	$0
STAN KALECZYC	TRUSTEE	1.00	Director	$0	$0	$0
ROBERTA ANNER-HUGHES	TRUSTEE	1.00	Director	$0	$0	$0
JOHN J MUDD	EXECUTIVE DIRECTOR	1.00	Officer	$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
2020	$15	$1,699,513	No data	$-1,699,498
2019	No data	No data	$1,739,723	No data
2018	No data	No data	$1,754,874	No data

STATE BAR OF MONTANA GROUP BENEFITS TRUST