MONTANA WOOL GROWERS ASSN (EIN 810233695) - 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

1883

Legal Domicile

Principal Officer

SAM ORTMANN

Phone

4064421330

Tax Period

2024-04-01 to 2025-03-31

MONTANA WOOL GROWERS ASSN, founded in 1883, is a small nonprofit that reported $245K in total revenue in fiscal year 2024. Revenue fell 53% from the prior year — a significant decline worth monitoring. Expenses of $306K exceeded revenue, resulting in a 25% operating deficit.

Mission

To protect the interests of the sheep industry in Montana, including promotion of lamb and wool. The Association keeps members informed about issues including animal health,marketing, government regulations and news about fellow producers.

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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 $63,627

Program Service Revenue $163,883

Investment Income $2,062

Other Revenue $15,844

TOTAL REVENUE $245,416

Expense Breakdown

Grants Paid $3,514

Salaries & Benefits $25,988

Fundraising Expenses $6,751

Program Expenses $192,874

Other Expenses $276,104

TOTAL EXPENSES $305,606

Year-over-Year Comparison

	2024	2023	Change
Revenue	$245,416	$524,331	-0.5%
Expenses	$305,606	$278,324	+0.1%
Net Income	$-60,190	$246,007	-1.2%

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

Total Directors

Key Employees

$23,100

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEFANIE LEACH	EXECUTIVE SECRETARY	20.00	Key Emp Highest	$23,100	$0	$23,100
DAVE SCOTT	DIRECTOR	0.00	Director	$0	$0	$0
JOHN SAMPSEL	DIRECTOR	0.00	Director	$0	$0	$0
BEN LEHFELDT	DIRECTOR	0.00	Director	$0	$0	$0
CORD BIEBER	DIRECTOR	0.00	Director	$0	$0	$0
LANE GREEN	DIRECTOR	0.00	Director	$0	$0	$0
LEVI MCEUEN	DIRECTOR	0.00	Director	$0	$0	$0
LISA BORCHGREVINK	DIRECTOR	0.00	Director	$0	$0	$0
SAM ORTMANN	PRESIDENT	0.00	Officer	$0	$0	$0
SCOTT BLACKMAN	VICE PRESIDENT	0.00	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	$245,416	$305,606	$358,812	$-60,190
2024	$524,331	$278,324	$419,018	$246,007

MONTANA WOOL GROWERS ASSN