MONTANA TAVERN ASSOCIATION (EIN 810257757) - 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

1937

Legal Domicile

Principal Officer

Chad Bachmeier

Phone

4064425040

Tax Period

2023-07-01 to 2024-06-30

MONTANA TAVERN ASSOCIATION, founded in 1937, is a small nonprofit that reported $391K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $92K, a strong 23% operating margin.

Mission

Preserve and enhance the hospitality industry in Montana

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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 $0

Program Service Revenue $332,941

Investment Income $24,017

Other Revenue $34,411

TOTAL REVENUE $391,369

Expense Breakdown

Grants Paid $48,000

Salaries & Benefits $25,008

Fundraising Expenses $5,869

Program Expenses $259,678

Other Expenses $226,837

TOTAL EXPENSES $299,845

Year-over-Year Comparison

	2023	2022	Change
Revenue	$391,369	$343,085	+0.1%
Expenses	$299,845	$304,878	0.0%
Net Income	$91,524	$38,207	+1.4%

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

$3,600

Total Directors

$1,600

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Chad Bachmeier	President	1.00	Officer	$3,600	$0	$3,600
Mary Jane Heisler	Ex-Offico	1.00	Director	$1,600	$0	$1,600
Jessica Johnston	Director	0.25	Director	$0	$0	$0
Bill Asbury	Alternate	0.25	Director	$0	$0	$0
Jill Frampton	Alternate	0.25	Director	$0	$0	$0
Andrew Cetraro	Director	0.25	Director	$0	$0	$0
Amy Horton	Alternate	0.25	Director	$0	$0	$0
Thomas Davis	Director	0.25	Director	$0	$0	$0
Will DeVries	Director	0.25	Director	$0	$0	$0
Kent Frampton	Director	0.25	Director	$0	$0	$0
Joe Garrity	Sergeant-At-Arm	0.25	Director	$0	$0	$0
Robert Chip Hurt	Alternate	0.25	Director	$0	$0	$0
Doug McCracken	Alternate	0.25	Director	$0	$0	$0
Tanya Harper	Director	0.25	Director	$0	$0	$0
Cindy LaFontaine	Director	0.25	Director	$0	$0	$0
Mike Lamphier	Director	0.25	Director	$0	$0	$0
Bobby Lincoln	Director	0.25	Director	$0	$0	$0
Tim Ryan	Director	0.25	Director	$0	$0	$0
Colter Todd	Director	0.25	Director	$0	$0	$0
Barb Morris	Alternate	0.25	Director	$0	$0	$0
Corey Welter	Alternate	0.25	Director	$0	$0	$0
Steve Morris	Nat'l Director	0.25	Director	$0	$0	$0
Tom Heisler III	2nd Vice-Presid	0.25	Officer	$0	$0	$0
Dax Cetraro	Past President	0.25	Officer	$0	$0	$0
Shadd Cullinan	Secretary-Treas	0.25	Officer	$0	$0	$0
Bruce Enott	Past President	0.25	Officer	$0	$0	$0
Jim Grubbs	Past President	0.25	Officer	$0	$0	$0
Jim Johnson	Past President	0.25	Officer	$0	$0	$0
Mike Hope	Past President	0.25	Officer	$0	$0	$0
Mike Kenneally	1st Vice-Presid	0.25	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	No data	No data	No data	No data
2024	$391,369	$299,845	$1,042,847	$91,524
2023	$343,085	$304,878	$946,842	$38,207
2022	$714,904	$269,574	$867,596	$445,330
2021	$337,021	$260,752	$454,719	$76,269
2020	$303,079	$336,283	$391,345	$-33,204
2019	$323,890	$407,878	$450,470	$-83,988

MONTANA TAVERN ASSOCIATION