MONTANA STATE AFL-CIO

EIN: 810171147

HELENA, MT

Total Revenue
$943,392
Total Expenses
$1,027,519
Total Assets
$169,280
Net Assets
$-87,517
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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
1956
Legal Domicile
MT
Principal Officer
JASON SMALL
Phone
4064421708
Tax Period
2023-01-01 to 2023-12-31

MONTANA STATE AFL-CIO, founded in 1956, is a small nonprofit that reported $943K in total revenue in fiscal year 2023.

Mission

TO PROMOTE IMPROVED WAGES, HOURS AND WORKING CONDITIONS FOR WORKERS AND TO AID AND ENCOURAGE THE SALE AND USE OF UNION MADE GOODS AND SERVICES.

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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 $220,103
Program Service Revenue $529,981
Investment Income $3
Other Revenue $193,305
TOTAL REVENUE $943,392

Expense Breakdown

Grants Paid $19,463
Salaries & Benefits $707,784
Fundraising Expenses $0
Other Expenses $300,272
TOTAL EXPENSES $1,027,519

Year-over-Year Comparison

2023 2022 Change
Revenue $943,392 $933,101 +0.0%
Expenses $1,027,519 $932,207 +0.1%
Net Income $-84,127 $894 -95.1%
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

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Governance

Voting Members
21
Independent Members
20
Employees
18
Volunteers
40

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
4
$152,015
Total Directors
22
$152,015
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAMES HOLBROOK EXECUTIVE SECRETARY (THRU 8/23) 40.00
Officer Director
$71,826 $15,049 $86,875
JASON SMALL EXECUTIVE SECRETARY 40.00
Officer Director
$62,087 $3,053 $65,140
ERIN FOLEY PRESIDENT 1.00
Officer Director
$0 $0 $0
QUINT NYMAN VICE PRESIDENT/TREASURER 2.00
Officer Director
$0 $0 $0
KACEE BALLOU BOARD MEMBER 1.00
Director
$0 $0 $0
VICKY BYRD BOARD MEMBER 1.00
Director
$0 $0 $0
COLETTE CAMPBELL BOARD MEMBER 1.00
Director
$0 $0 $0
DUSTY DEERING BOARD MEMBER 1.00
Director
$0 $0 $0
AL EKBLAD BOARD MEMBER 1.00
Director
$0 $0 $0
KATE HAEGELE FOLEY BOARD MEMBER 1.00
Director
$0 $0 $0
ADAM HAIGHT BOARD MEMBER 1.00
Director
$0 $0 $0
JACQUIE HELT BOARD MEMBER 1.00
Director
$0 $0 $0
ASPEN HICKS BOARD MEMBER 1.00
Director
$0 $0 $0
MIKE KENISON BOARD MEMBER 1.00
Director
$0 $0 $0
JOHN KESLER BOARD MEMBER 1.00
Director
$0 $0 $0
MARIO MARTINEZ BOARD MEMBER 1.00
Director
$0 $0 $0
ERIC MATTHEWS BOARD MEMBER 1.00
Director
$0 $0 $0
CLINT PENNY BOARD MEMBER 1.00
Director
$0 $0 $0
JIM PILON BOARD MEMBER 1.00
Director
$0 $0 $0
GEORGE RICHARDS BOARD MEMBER 1.00
Director
$0 $0 $0
JIM SOUMAS BOARD MEMBER 1.00
Director
$0 $0 $0
BOB WARREN BOARD MEMBER 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
2024 No data No data No data No data
2023 $943,392 $1,027,519 $169,280 $-84,127
2022 $933,101 $932,207 $185,673 $894
2021 $783,695 $823,562 $133,935 $-39,867
2020 $1,305,006 $1,330,547 $161,682 $-25,541
2019 $722,345 $831,460 $143,714 $-109,115
2018 $836,340 $850,282 $256,377 $-13,942
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