DISABLED AMERICAN VETERANS DEPARTMENT OF MONTANA

EIN: 810245122 Human Services

Helena, MT

Total Revenue
$267,420
Total Expenses
$247,013
Total Assets
$69,352
Net Assets
$66,968
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Legal Domicile
MT
Principal Officer
CHASE NATALIE
Phone
4066002254
Tax Period
2022-07-01 to 2023-06-30

DISABLED AMERICAN VETERANS DEPARTMENT OF MONTANA is a small nonprofit in the Human Services sector that reported $267K in total revenue in fiscal year 2022. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $247K left a modest 8% surplus.

Mission

THE DAV MANAGES A VOLUNTEER TRANSPORTATION NETWORK, WHICH IS RESPONSIBLE FOR TRANSPORTING VETERANS TO AND FROM THEIR VA SCHEDULED APPOINTMENTS. THIS ALSO INCLUDES SCHEDULED APPOINTMENTS FOR ALL HOMELESS VETERANS AND VETERANS THAT ARE STUDENTS THAT NEED RIDES TO A SCHEDULED VA APPOINTMENT. THE FUNDS FOR THE VANS ARE ALL RAISED BY DONATIONS. THEN WHEN PURCHASED, THEY ARE TURNED OVER TO THE VA WHO MAINTAINS THEM AND PAYS FOR ALL FUEL. IN RETURN, THE VA ALLOWS THE DAV TO MANAGE THE DAV VOLUNTEER TRASNPORTATION NETWORK WITH OUR ENTIRE VOLUNTEER STAFF AND OUR TWO PAID HOSPITAL SERVICE COORDINATORS (HSCS) EACH OF WHICH MANAGES TEN LOCAL AREA COORDINATORS (LACS) AND CLOSE TO 250 VOLUNETEER DRIVERS IN DIFFERENT AREAS THROUGHOUT MONTANA. THE DAV IS HELPING ALL VETERANS AND CONTINUES TO GROW.THE DAV DONATES FUNDS TO OTHER ORGANIZATIONS THAT ALSO SUPPORT THE NEEDS OF VETERANS SUCH AS THE STATE VETERANS HOMES IN COLUMBIA FALLS AND GLENDIVE, THE STATE CEMETERIES AND SOME OTHERS THAT ARE SOMETIMES NE

Program Service Accomplishments

Program 1
Expenses: $168,717

VOLUNTEER TRANSPORTATION NETWORK

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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 (2022)

Revenue Breakdown

Contributions & Grants $267,420
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $267,420

Expense Breakdown

Grants Paid $94,580
Salaries & Benefits $87,396
Fundraising Expenses $39,148
Program Expenses $168,717
Other Expenses $65,037
TOTAL EXPENSES $247,013

Year-over-Year Comparison

2022 2021 Change
Revenue $267,420 $224,115 +0.2%
Expenses $247,013 $307,871 -0.2%
Net Income $20,407 $-83,756 -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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Liquidity & Cash Position

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Governance

Voting Members
4
Independent Members
3
Employees
4
Volunteers
90

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
2
$11,150
Total Directors
4
$11,150
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHASE NATALIE ADJUTANT 2.00
Officer Director
$11,150 $0 $11,150
KEN WEINHEIMER COMMANDER 2.00
Officer Director
$0 $0 $0
LYLE ONSAGER SR V CMMDR 2.00
Director
$0 $0 $0
CHARLES PUGH JUDGE ADVOCATE 2.00
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
2023 $267,420 $247,013 $69,352 $20,407
2022 $224,115 $307,871 $40,078 $-83,756
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