MONTANA LODGING & HOSPITALITY ASSN

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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

1945

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

MONTANA LODGING & HOSPITALITY ASSN, founded in 1945, is a small nonprofit that reported $172K in total revenue in fiscal year 2023. Expenses of $154K left a modest 10% surplus.

Program Service Accomplishments

Program 1

Expenses: $77,184

Annual Convention and other Operation Fees - enhance the interest of innkeepers, improve their public relations, promote the social interest and educational interest of owners, operators, managers...

Annual Convention and other Operation Fees - enhance the interest of innkeepers, improve their public relations, promote the social interest and educational interest of owners, operators, managers and other operation expenses normally incured by normal operations.

Program 2

Expenses: $38,592

Educational Materials - provice information to enhance the knowlede, public ralations and interest of owners, operators, managers. To maintain high standards of lodging facilities.

Program 3

Expenses: $38,591

Insurance Program - provide discounted Workers Compensation Insurance generating insurance cost savings for members.

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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 $109,175

Program Service Revenue $58,751

Investment Income $2,872

Other Revenue $739

TOTAL REVENUE $171,537

Expense Breakdown

Grants Paid $9,739

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $154,367

Other Expenses $144,628

TOTAL EXPENSES $154,367

Year-over-Year Comparison

	2023	2022	Change
Revenue	$171,537	N/A	N/A
Expenses	$154,367	N/A	N/A
Net Income	$17,170	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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stefan Cattarin	Director	1.00	Director	$0	$0	$0
Erica Kimble	Vice Chairman	2.00	Director	$0	$0	$0
Anita Johnson	Directors	1.00	Director	$0	$0	$0
Hillary Folkvord	Directors	1.00	Director	$0	$0	$0
Dean Fiedler	Directors	1.00	Director	$0	$0	$0
Steve Wahrlich	Director	1.00	Director	$0	$0	$0
John Opitz	Allied Director	1.00	Director	$0	$0	$0
Bryce Baker	Director	1.00	Director	$0	$0	$0
Dax Schieffer	Ad Hoc Director	0.00	Director	$0	$0	$0
Shelli Mann	Treasurer	2.00	Director	$0	$0	$0
Barb Rooney	Director	1.00	Director	$0	$0	$0
Monique Harasymcuk	Vice President of Sales	1.00	Officer	$0	$0	$0
Chantelle McDuffie	President of Sales	1.00	Officer	$0	$0	$0
Whitney Bergmann	Chairman	1.00	Officer	$0	$0	$0
Tim Geisler	Past Chairman	2.00	Officer	$0	$0	$0
Beth Emter	Association Coordinator	2.00	Officer	$0	$0	$0
Stuart Doggett	Executive Director	1.00	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	No data	No data	No data	No data
2024	$171,537	$154,367	$62,648	$17,170
2023	$161,333	$175,038	$44,469	$-13,705
2022	$158,332	$143,835	$59,073	$14,497
2021	$111,829	$99,554	$48,943	$12,275
2020	$157,612	$152,553	$31,967	$5,059
2019	$166,208	$172,379	$27,173	$-6,171