HEALTH INFORMATION EXCHANGE OF MONTANA INC (EIN 800414603) - 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

2006

Legal Domicile

Principal Officer

STEVE TODD

Phone

4067515305

Tax Period

2024-04-01 to 2025-03-31

HEALTH INFORMATION EXCHANGE OF MONTANA INC, founded in 2006, is a small nonprofit in the Public & Societal Benefit sector that reported $413K in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. Net assets of $2.1M represent 62 months of operating reserves.

Mission

THE HEALTH INFORMATION EXCHANGE OF MONTANA WILL ADVANCE THE DELIVERY OF HEALTHCARE AND EDUCATION FOR OUR COMMUNITIES THROUGH PARTNERSHIPS AND TECHNOLOGICAL INFRASTRUCTURE.

🔒

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 $0

Program Service Revenue $284,707

Investment Income $128,722

Other Revenue $0

TOTAL REVENUE $413,429

Expense Breakdown

Grants Paid $0

Salaries & Benefits $102,140

Fundraising Expenses $0

Program Expenses $388,619

Other Expenses $331,396

TOTAL EXPENSES $433,536

Year-over-Year Comparison

	2024	2023	Change
Revenue	$413,429	$317,907	+0.3%
Expenses	$433,536	$478,627	-0.1%
Net Income	$-20,107	$-160,720	-0.9%

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

N/A

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

$102,086

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHERRI DUGAN	EXECUTIVE DIRECTOR	30.00	Officer	$0	$6,075	$102,086
STEVE TODD	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANGELA HASS	PRESIDENT PART-YEAR	1.00	Officer Director	$0	$0	$0
MARIA CLEMONS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CHERIE TAYLOR	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
TREASURE BERKRAM	DIRECTOR PART-YEAR	1.00	Director	$0	$0	$0
PETER CAMERON	DIRECTOR	1.00	Director	$0	$0	$0
JEFF FULTZ	DIRECTOR	1.00	Director	$0	$0	$0
JULIE LEONARD	DIRECTOR	1.00	Director	$0	$0	$0
STACI MAZURKEWIECZ	DIRECTOR	1.00	Director	$0	$0	$0
JAY METZGER	DIRECTOR	1.00	Director	$0	$0	$0
JOEL ONSAGER	DIRECTOR	1.00	Director	$0	$0	$0
MALLORY RIPHENBURG	DIRECTOR	1.00	Director	$0	$0	$0
ZACHARY ROSSMILLER	DIRECTOR	1.00	Director	$0	$0	$0
BRYCE THOMPSON	DIRECTOR	1.00	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	$413,429	$433,536	$2,153,140	$-20,107
2024	$317,907	$478,627	$2,216,897	$-160,720
2023	$406,086	$436,984	$2,290,374	$-30,898
2022	$346,881	$478,458	$2,409,842	$-131,577
2021	$361,269	$438,213	$2,541,787	$-76,944
2020	$329,886	$482,500	$2,466,093	$-152,614
2019	$331,369	$460,693	$2,669,081	$-129,324
2018	$272,226	$487,575	$2,823,595	$-215,349

HEALTH INFORMATION EXCHANGE OF MONTANA INC