MONTANA HIGH SCHOOL ASSOCIATION (EIN 810232126) - 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

1942

Legal Domicile

Principal Officer

BRIAN MICHELOTTI

Phone

4064426010

Tax Period

2023-07-01 to 2024-06-30

MONTANA HIGH SCHOOL ASSOCIATION, founded in 1942, is a community nonprofit in the Education sector that reported $1.6M in total revenue in fiscal year 2023. The organization ran a surplus of $350K, a strong 22% operating margin.

Mission

ADVANCING EQUITABLE MHSA INTERSCHOLASTIC ACTIVITIES FOR STUDENTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,354,506

Program Service Revenue $89,443

Investment Income $72,654

Other Revenue $66,920

TOTAL REVENUE $1,583,523

Expense Breakdown

Grants Paid $0

Salaries & Benefits $710,171

Fundraising Expenses $0

Program Expenses $384,825

Other Expenses $523,811

TOTAL EXPENSES $1,233,982

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,583,523	$1,612,774	0.0%
Expenses	$1,233,982	$1,132,294	+0.1%
Net Income	$349,541	$480,480	-0.3%

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

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

$160,006

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN FITZGERALD	PRESIDENT	1.00	Officer Director	$0	$0	$0
KARA TRIPLETT	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KRYSTAL ZENTNER	DIRECTOR	1.00	Director	$0	$0	$0
ARIC HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
JOE MCELROY	DIRECTOR	1.00	Director	$0	$0	$0
JIMMY PATELIS	DIRECTOR	1.00	Director	$0	$0	$0
DAN MILLS	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN MICHELOTTI	EXECUTIVE DIRECTOR	40.00	Officer	$126,143	$33,863	$160,006

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	$1,583,523	$1,233,982	$2,612,203	$349,541
2024	$1,583,523	$1,233,982	$2,612,625	$349,541
2023	$1,612,774	$1,132,294	$2,155,269	$480,480
2022	$1,276,622	$1,218,966	$1,544,993	$57,656
2021	$1,242,126	$955,063	$1,747,911	$287,063
2020	$1,104,568	$945,958	$1,506,340	$158,610
2019	$1,248,645	$1,602,445	$1,232,621	$-353,800
2018	$1,223,625	$1,302,808	$1,615,570	$-79,183

MONTANA HIGH SCHOOL ASSOCIATION