MONTANA NONPROFIT ASSOCIATION (EIN 731654969) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

ADAM JESPERSEN

Phone

4064493717

Tax Period

2024-01-01 to 2024-12-31

MONTANA NONPROFIT ASSOCIATION, founded in 2001, is a community nonprofit in the Community Improvement sector that reported $1.4M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $238K, a strong 17% operating margin.

Mission

MNA'S MISSION IS TO PROVIDE LEADERSHIP TO MONTANA'S NONPROFIT SECTOR, AND PARTNER WITH CHARITABLE NONPROFITS TO PROMOTE A SUSTAINABLE, NETWORKED, AND INFLUENTIAL SECTOR.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $850,833

Program Service Revenue $499,867

Investment Income $22,264

Other Revenue $0

TOTAL REVENUE $1,372,964

Expense Breakdown

Grants Paid $0

Salaries & Benefits $696,974

Fundraising Expenses $40,197

Program Expenses $975,645

Other Expenses $437,763

TOTAL EXPENSES $1,134,737

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,372,964	$1,507,585	-0.1%
Expenses	$1,134,737	$1,073,352	+0.1%
Net Income	$238,227	$434,233	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$206,486

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM JESPERSEN	Executive Dir.	40.00	Officer	$110,474	$3,316	$113,790
ELIZABETH MOORE	Executive Dir.	40.00	Officer	$87,477	$5,219	$92,696
ALISON PAUL	CHAIR	2.00	Officer Director	$0	$0	$0
JIM BENNETT	VICE CHAIR	2.00	Officer Director	$0	$0	$0
SUZANNE SEVERIN	Treasurer	2.00	Officer Director	$0	$0	$0
RON SLINGER	Secretary	2.00	Officer Director	$0	$0	$0
VIRGINIA KASHDAN	Director	2.00	Director	$0	$0	$0
BURKE KUFELD	Director	2.00	Director	$0	$0	$0
JESSE MAHUGH	Director	2.00	Director	$0	$0	$0
JONO MCKINNEY	Director	2.00	Director	$0	$0	$0
NANCY SCHLEPP	Director	2.00	Director	$0	$0	$0
HILARY SHAW	Director	2.00	Director	$0	$0	$0
JAMIE SHANKS	Director	2.00	Director	$0	$0	$0
JOSH VANEK	Director	2.00	Director	$0	$0	$0
TODD WILSON	Director	2.00	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
2025	No data	No data	No data	No data
2024	$1,372,964	$1,134,737	$1,699,717	$238,227
2023	$1,507,585	$1,073,352	$1,454,774	$434,233
2022	$918,250	$978,731	$1,013,586	$-60,481
2021	$1,105,463	$886,982	$997,945	$218,481
2020	$1,218,945	$1,026,926	$766,303	$192,019
2019	$1,137,352	$757,534	$593,259	$379,818
2018	$576,663	$615,592	$162,786	$-38,929

MONTANA NONPROFIT ASSOCIATION