MENTAL HEALTH AMERICA OF MONTANA INC

EIN: 810289661 501(c)(3) Health Care

LAUREL, MT

Total Revenue
$241,032
Total Expenses
$172,857
Total Assets
$86,460
Net Assets
$86,460
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1964
Legal Domicile
MT
Principal Officer
Shellie Aune
Phone
4065877774
Tax Period
2025-01-01 to 2025-12-31

MENTAL HEALTH AMERICA OF MONTANA INC, founded in 1964, is a small nonprofit in the Health Care sector that reported $241K in total revenue in fiscal year 2025. Revenue surged 346% from the prior year, signaling strong growth momentum. The organization ran a surplus of $68K, a strong 28% operating margin.

Mission

Mental Health America of Montana is a non-profit mental health advocacy organization with a mission to advocate and educate for the mental health of all Montanans. Beyond advocating and educating the primary service side of MHA of MT is the Montana Warm Line. The Warm Line is a support and recovery line for individuals needing support and recovery coaching to sustain their daily living or refer to other community resources.

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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 (2025)

Revenue Breakdown

Contributions & Grants $241,032
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $241,032

Expense Breakdown

Grants Paid $10,000
Salaries & Benefits $146,816
Fundraising Expenses $0
Program Expenses $144,608
Other Expenses $16,041
TOTAL EXPENSES $172,857

Year-over-Year Comparison

2025 2024 Change
Revenue $241,032 $54,040 +3.5%
Expenses $172,857 $204,797 -0.2%
Net Income $68,175 $-150,757 -1.5%
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

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Governance

Voting Members
11
Independent Members
11
Employees
8
Volunteers
5

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
$0
Total Directors
7
$0
Key Employees
1
$56,019
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Katherine Lewis Past President 0.00
$0 $0 $0
Danny Aune President 2.00
Officer
$0 $0 $0
Casey Cote Tresurer 1.00
Officer
$0 $0 $0
Sue Chivicek Secretary 1.00
Officer
$0 $0 $0
Collette Clayton Gray At Large Board Member 0.25
Director
$0 $0 $0
Amy Tipton At Large Board Member 0.25
Director
$0 $0 $0
Montanas Peer Network Representative 0.25
Director
$0 $0 $0
Suzanne Hopkins At Large Board Member 0.25
Director
$0 $0 $0
Molly Protheroe Lifetime Member 0.25
Director
$0 $0 $0
Raelynne Calbick At Large Board member 0.25
Director
$0 $0 $0
Millie Marsh At Large Board Member 0.25
Director
$0 $0 $0
Michelle Aune Executive Director 20.00
Highest
$20,269 $0 $20,269
Genea Fields Program Director 40.00
Key Emp
$56,019 $0 $56,019
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 $241,032 $172,857 $86,460 $68,175
2022 $226,603 $231,996 $164,784 $-5,393
2021 $554,633 $403,708 $203,387 $150,925
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