BSW INC

EIN: 810299560 501(c)(3)

BUTTE, MT

Total Revenue
$6,308,103
Total Expenses
$5,985,475
Total Assets
$8,621,762
Net Assets
$8,029,493
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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
1975
Legal Domicile
MT
Principal Officer
STEVE BRACCO
Phone
4067236501
Tax Period
2023-07-01 to 2024-06-30

BSW INC, founded in 1975, is a community nonprofit that reported $6.3M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $6.0M left a modest 5% surplus.

Mission

LIVE FOR TODAY, PLAN FOR TOMORROW. THE COMPANY WAS FORMED EXCLUSIVELY FOR EDUCATION AND CHARITABLE PURPOSES TO PROVIDE SUPERVISED PROGRAMS OF VOCATIONAL TRAINING IN A WORK-ORIENTED FACILITY FOR THE DEVELOPMENT OF WORK SKILLS, PERSONAL ADJUSTMENT, AND REHABILITATION FOR THE VOCATIONAL HANDICAPPED OR DISABLED PERSON. THE COMPANY ALSO OPERATES A COMMUNITY LIVING PROGRAM TO ENHANCE LIVING SKILLS AND PROMOTE INDEPENDENCE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $15,008
Program Service Revenue $5,524,789
Investment Income $128,962
Other Revenue $639,344
TOTAL REVENUE $6,308,103

Expense Breakdown

Grants Paid $0
Salaries & Benefits $4,518,690
Fundraising Expenses $0
Program Expenses $5,754,003
Other Expenses $1,466,785
TOTAL EXPENSES $5,985,475

Year-over-Year Comparison

2023 2022 Change
Revenue $6,308,103 $5,315,217 +0.2%
Expenses $5,985,475 $5,308,030 +0.1%
Net Income $322,628 $7,187 +43.9%
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

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Governance

Voting Members
7
Independent Members
7
Employees
199
Volunteers
7

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
5
$175,842
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MIKE TOCHER PRESIDENT 1.00
Officer Director
$0 $0 $0
JODEL PETRONI SECRETARY 1.00
Officer Director
$0 $0 $0
NORTHEY TRETHEWAY VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
SHANI BAILEY DIRECTOR 1.00
Director
$0 $0 $0
BOB BRISTOL DIRECTOR 1.00
Director
$0 $0 $0
KUMAR GANESAN DIRECTOR 1.00
Director
$0 $0 $0
MARLENE PIAZZOLA DIRECTOR 1.00
Director
$0 $0 $0
STEVE BRACCO EXECUTIVE DIRECTOR 40.00
Officer
$94,155 $18,075 $112,230
RAELYNN HEATH FINANCE DIRECTOR 40.00
Officer
$57,116 $6,496 $63,612
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 $6,308,103 $5,985,475 $8,621,762 $322,628
2023 $5,315,217 $5,308,030 $8,183,298 $7,187
2022 $5,442,794 $5,249,733 $8,072,506 $193,061
2021 $5,674,584 $5,498,357 $7,938,236 $176,227
2020 $5,612,744 $5,479,392 $7,923,397 $133,352
2019 $5,642,246 $5,405,744 $7,771,610 $236,502
2018 $5,838,751 $5,804,135 $7,520,254 $34,616
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