MONTANA INSURANCE EDUCATION FOUNDA… - Form 990 Financial Data

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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

1966

Legal Domicile

Principal Officer

KERRI D EMMONS

Phone

4064429555

Tax Period

2019-01-01 to 2019-12-31

MONTANA INSURANCE EDUCATION FOUNDATION, founded in 1966, is a small nonprofit in the Community Improvement sector that reported $113K in total revenue in fiscal year 2019. Revenue decreased 14% compared to the prior year.

Mission

TO PROVIDE EDUCATIONAL RESOURCES, SERVICES, AND COURSES TO PROFESSIONALS OF THE INSURANCE INDUSTRY.

Program Service Accomplishments

Program 1

Expenses: $88,641 Revenue: $109,719

PROVIDE EDUCATIONAL CLASSES TO PROFESSIONALS OF THE INSURANCE INDUSTRY.

Program 2

PROVIDE SCHOLARSHIPS FOR HIGHER EDUCATION EXPENSES.

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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 (2019)

Revenue Breakdown

Contributions & Grants $540

Program Service Revenue $109,719

Investment Income $2,531

Other Revenue $0

TOTAL REVENUE $112,790

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $88,641

Other Expenses $111,236

TOTAL EXPENSES $111,236

Year-over-Year Comparison

	2019	2018	Change
Revenue	$112,790	$130,873	-0.1%
Expenses	$111,236	$106,754	+0.0%
Net Income	$1,554	$24,119	-0.9%

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

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

$66,806

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSH O'SHEA	PRESIDENT	1.00	Officer Director	$0	$0	$0
JODI TIERNEY	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
STACY JUELFS	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
KARLA DEDMAN	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
JAMES ENTZI	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS CAMPBELL	TRUSTEE	1.00	Director	$0	$0	$0
MELISSA THOMPSON	TRUSTEE	1.00	Director	$0	$0	$0
CASSIE CRANSTON	TRUSTEE	1.00	Director	$0	$0	$0
KERRI D EMMONS	CEO	10.00	Officer	$0	$0	$66,806

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
2019	$112,790	$111,236	$115,995	$1,554
2018	$130,873	$106,754	$103,472	$24,119

MONTANA INSURANCE EDUCATION FOUNDATION