MONTANA SHEET METAL & AIR COND CONTRACTORS ASSOCIATION (EIN 510186412) - 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

BILL BRENAN

Phone

4067826507

Tax Period

2024-01-01 to 2024-12-31

MONTANA SHEET METAL & AIR COND CONTRACTORS ASSOCIATION, founded in 2005, is a small nonprofit that reported $200K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $180K left a modest 10% surplus.

Mission

PROMOTE SHEET METAL AND AIR CONDITIONING IN MONTANA.

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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 (2024)

Revenue Breakdown

Contributions & Grants $194,951

Program Service Revenue $0

Investment Income $4,804

Other Revenue $145

TOTAL REVENUE $199,900

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $49,135

Fundraising Expenses $0

Other Expenses $126,067

TOTAL EXPENSES $180,202

Year-over-Year Comparison

	2024	2023	Change
Revenue	$199,900	$221,957	-0.1%
Expenses	$180,202	$226,232	-0.2%
Net Income	$19,698	$-4,275	-5.6%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RORY PECK	PRESIDENT	N/A	Officer Director	$0	$0	$0
BRIAN CLEVENGER	VICE PRESIDENT	N/A	Officer	$0	$0	$0
KRIS O'BLENESS	SECRETARY/TREASURER	N/A	Officer	$0	$0	$0
BILL BRENNAN	PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
JASON KAPFER	BOARD MEMBER	5.00	Director	$0	$0	$0
JEFF LINK	BOARD MEMBER	5.00	Director	$0	$0	$0
BRIAN CLEVENGER	BOARD MEMBER	5.00	Director	$0	$0	$0
JASON DONALDSON	BOARD MEMBER	5.00	Director	$0	$0	$0
PAT HARMON	BOARD MEMBER	N/A	Director	$0	$0	$0
BILLY BRENNAN	BOARD MEMBER	N/A	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
2024	$199,900	$180,202	$355,984	$19,698
2023	$221,957	$226,232	$325,085	$-4,275
2022	$203,276	$168,916	$307,047	$34,360
2021	$204,182	$174,364	$291,219	$29,818

MONTANA SHEET METAL & AIR COND CONTRACTORS ASSOCIATION