MONTANA CONTINUUM OF CARE COALITION

EIN: 464083599 501(c)(3) Housing & Shelter

MISSOULA, MT

Total Revenue
$193,737
Total Expenses
$174,815
Total Assets
$115,533
Net Assets
$113,349
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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
2014
Legal Domicile
MT
Principal Officer
DAVID O'LEARY
Phone
4065427001
Tax Period
2023-01-01 to 2023-12-31

MONTANA CONTINUUM OF CARE COALITION, founded in 2014, is a small nonprofit in the Housing & Shelter sector that reported $194K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. Expenses of $175K left a modest 10% surplus.

Mission

THE PURPOSE OF THE MONTANA CONTINUUM OF CARE COALITION IS TO END HOMELESSNESS IN MONTANA THROUGH EFFECTIVE LEADERSHIP AND COLLABORATION. (TO MAKE HOMELESSNESS IN MONTANA RARE, BRIEF AND NON-RECURRING)

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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 $193,733
Program Service Revenue $0
Investment Income $4
Other Revenue $0
TOTAL REVENUE $193,737

Expense Breakdown

Grants Paid $0
Salaries & Benefits $89,240
Fundraising Expenses $0
Program Expenses $116,886
Other Expenses $85,575
TOTAL EXPENSES $174,815

Year-over-Year Comparison

2023 2022 Change
Revenue $193,737 $225,368 -0.1%
Expenses $174,815 $168,013 +0.0%
Net Income $18,922 $57,355 -0.7%
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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Governance

Voting Members
16
Independent Members
16
Employees
1
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
5
$80,000
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JIM MCGRATH PRESIDENT 1.00
Officer Director
$0 $0 $0
GEORGIA CADY VICE PRESIDE 1.00
Officer Director
$0 $0 $0
JILL BONNY TREASURER 1.00
Officer Director
$0 $0 $0
CHRIS KRAGER SECRETARY 1.00
Officer Director
$0 $0 $0
CINDY LARSEN MEMBER N/A
Director
$0 $0 $0
JOSHUA REVIOUS MEMBER N/A
Director
$0 $0 $0
GARY OWEN MEMBER N/A
Director
$0 $0 $0
ESETHER WILSON MEMBER N/A
Director
$0 $0 $0
TERRI TODD MEMBER N/A
Director
$0 $0 $0
MICHAEL O'NEIL MEMBER N/A
Director
$0 $0 $0
HEATHER GRENIER MEMBER N/A
Director
$0 $0 $0
APRIL SEAT MEMBER N/A
Director
$0 $0 $0
KRISTEN CHAMBERS MEMBER N/A
Director
$0 $0 $0
STACEY UMHEY MEMBER N/A
Director
$0 $0 $0
PATTI WEBSTER MEMBER N/A
Director
$0 $0 $0
SEAN O'NEILL MEMBER N/A
Director
$0 $0 $0
VACANT MEMBER N/A
Director
$0 $0 $0
DAVID O'LEARY EXECUTIVE DI 40.00
Officer
$80,000 $0 $80,000
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 $193,737 $174,815 $115,533 $18,922
2022 $225,368 $168,013 $96,792 $57,355
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