MONTANA BUSINESS ASSISTANCE CONNECTION (EIN 363693967) - 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

1999

Legal Domicile

Principal Officer

BRIAN OBERT

Phone

4064471510

Tax Period

2023-01-01 to 2023-12-31

MONTANA BUSINESS ASSISTANCE CONNECTION, founded in 1999, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $525K, a strong 30% operating margin.

Mission

THE ORGANIZATION SUPPORTS THE RETENTION AND CREATION OF JOBS IN THE TRI-COUNTY REGION.

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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 $994,758

Program Service Revenue $680,567

Investment Income $4,894

Other Revenue $53,088

TOTAL REVENUE $1,733,307

Expense Breakdown

Grants Paid $127,151

Salaries & Benefits $612,224

Fundraising Expenses $0

Program Expenses $1,024,077

Other Expenses $469,344

TOTAL EXPENSES $1,208,719

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,733,307	$1,856,589	-0.1%
Expenses	$1,208,719	$1,510,271	-0.2%
Net Income	$524,588	$346,318	+0.5%

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

$105,041

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VICKIE RAUSER	PRESIDENT	1.00	Officer Director	$0	$0	$0
KLINT FISHER	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
DUSTIN STEWART	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JENNY TAYLOR	TREASURER	1.00	Officer Director	$0	$0	$0
ANDY SHIRTLIFF	SECRETARY	1.00	Officer Director	$0	$0	$0
KALI WICKS	BOARD MEMBER	1.00	Director	$0	$0	$0
WES FEIST	BOARD MEMBER	1.00	Director	$0	$0	$0
DALLAS RASSMUSSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM ROLF	BOARD MEMBER	1.00	Director	$0	$0	$0
JACKSON ROSE	BOARD MEMBER	1.00	Director	$0	$0	$0
VICTOR SAMPLE	BOARD MEMBER	1.00	Director	$0	$0	$0
CALLIE ASCHIM	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN OBERT	EXECUTIVE DIRECTOR	40.00	Officer	$91,063	$13,978	$105,041

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	$1,733,307	$1,208,719	$14,245,101	$524,588
2022	$1,856,589	$1,510,271	$13,027,178	$346,318
2021	$1,416,863	$932,243	$11,964,243	$484,620
2020	$834,808	$802,359	$11,385,343	$32,449
2019	$1,156,021	$707,773	$11,660,776	$448,248
2018	$680,709	$690,288	$10,296,676	$-9,579

MONTANA BUSINESS ASSISTANCE CONNECTION