MONTANA HEALTH CARE ASSOCIATION C/O RMS MANAGEMENT SERVICES (EIN 810301576) - 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

1962

Legal Domicile

Principal Officer

ROSE HUGHES

Phone

4064431160

Tax Period

2024-01-01 to 2024-12-31

MONTANA HEALTH CARE ASSOCIATION C/O RMS MANAGEMENT SERVICES, founded in 1962, is a small nonprofit that reported $549K in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum.

Mission

ENHANCEMENT OF CARE IN MONTANA LONG-TERM CARE FACILITIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $359,229

Program Service Revenue $155,194

Investment Income $34,493

Other Revenue $0

TOTAL REVENUE $548,916

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $462,317

Other Expenses $538,845

TOTAL EXPENSES $538,845

Year-over-Year Comparison

	2024	2023	Change
Revenue	$548,916	$456,497	+0.2%
Expenses	$538,845	$507,808	+0.1%
Net Income	$10,071	$-51,311	-1.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROSE HUGHES	EXECUTIVE DIRECTOR	40.00	Director	$0	$0	$0
DAVID ESPELAND	PRESIDENT	1.00	Officer Director	$0	$0	$0
CARLA WILTON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DEE STRAUSS	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHAEL COE	TREASURER	1.00	Officer Director	$0	$0	$0
KELLY BILAU	DIST 1 CHAIR	1.00	Director	$0	$0	$0
ANNIE WAYLETT	DIST 1 ADDITIONAL REP	1.00	Director	$0	$0	$0
CHRISTEN OBRESLEY	DIST 2 CHAIR	1.00	Director	$0	$0	$0
JASON GEORGE	DIST 3 CHAIR	1.00	Director	$0	$0	$0
DARCEL VAUGHN	DIST 4 CHAIR	1.00	Director	$0	$0	$0
MARGO BALL	DIST 5 CHAIR	1.00	Director	$0	$0	$0
WES THOPMSON	DIST 6 CHAIR	1.00	Director	$0	$0	$0
JERRY W THEX JR	ASSTD LIVING REP	1.00	Director	$0	$0	$0
MIKE WHITE	ASSTD LIVING REP	1.00	Director	$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
2024	$548,916	$538,845	$539,318	$10,071
2023	$456,497	$507,808	$534,818	$-51,311
2022	$504,564	$550,770	$556,480	$-46,206
2021	$545,315	$498,471	$639,657	$46,844
2020	$508,117	$426,138	$543,032	$81,979
2019	$522,544	$606,571	$435,489	$-84,027
2018	$502,808	$659,759	$495,941	$-156,951

MONTANA HEALTH CARE ASSOCIATION C/O RMS MANAGEMENT SERVICES