Montana Pharmacy Association

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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

1939

Legal Domicile

Phone

4064493843

Tax Period

2024-10-01 to 2025-09-30

Montana Pharmacy Association, founded in 1939, is a small nonprofit that reported $252K in total revenue in fiscal year 2024. The organization ran a surplus of $78K, a strong 31% operating margin.

Mission

Positive patient outcomes

Program Service Accomplishments

Program 1

Expenses: $162,232

Winter CE to advance public health and maximize posititve outcomes by providing innovation avocating for the professional interests of pharmacists and personnel Convention NW to provide leadership...

Winter CE to advance public health and maximize posititve outcomes by providing innovation avocating for the professional interests of pharmacists and personnel Convention NW to provide leadership and maximize positive patient outcomes.

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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 $173,533

Program Service Revenue $50,070

Investment Income $27,072

Other Revenue $1,822

TOTAL REVENUE $252,497

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $162,232

Other Expenses $164,396

TOTAL EXPENSES $174,396

Year-over-Year Comparison

	2024	2023	Change
Revenue	$252,497	N/A	N/A
Expenses	$174,396	N/A	N/A
Net Income	$78,101	N/A	N/A

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

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Katie Baker PharmD	Director	Director	$0	$0	$0
Kristen Dimond PharmD BCPS CPP	Director Past Chair	Director	$0	$0	$0
Kenneth Chatriand PharmD	School Liason	Director	$0	$0	$0
Alyssa Savko CPhT	Technician Director	Director	$0	$0	$0
Leanna Schwend PharmD	Director	Director	$0	$0	$0
Sophie Loveless	Student Rep	Director	$0	$0	$0
Stephanie Chosa PharmD	Director	Director	$0	$0	$0
Marin Welch	Student Rep	Director	$0	$0	$0
Matt Colby PharmD	Vice Chair	Director	$0	$0	$0
JoEllen Maurer BS Pharm	Director	Director	$0	$0	$0
Travis Schule PharmD	Chair	Director	$0	$0	$0
Reina Coggins PharmD	Director	Director	$0	$0	$0
Deanna Grubbs	Executive Director	Officer	$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	$252,497	$174,396	$745,481	$78,101
2024	$155,064	$137,603	$658,779	$17,461
2023	$146,941	$146,910	$548,081	$31
2022	$110,271	$108,157	$509,413	$2,114
2020	$148,070	$147,965	$559,110	$105
2019	$216,614	$147,851	$558,006	$68,763
2018	$171,426	$132,541	$515,354	$38,885