Billings Education Association (EIN 810304158) - 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

1925

Legal Domicile

Phone

4062489812

Tax Period

2022-09-01 to 2023-08-31

Billings Education Association, founded in 1925, is a small nonprofit that reported $290K in total revenue in fiscal year 2022. Expenses of $366K exceeded revenue, resulting in a 26% operating deficit.

Mission

The mission of the Organization is to advocate for its members' human, constitutional, and professional rights. The Organization supports the goals of professional excellence, economic security for educators, adequate financing for public education, and strives to be a leader in solving social problems related to education.

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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 (2022)

Revenue Breakdown

Contributions & Grants $278,818

Program Service Revenue $0

Investment Income $6,646

Other Revenue $4,460

TOTAL REVENUE $289,924

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $161,640

Fundraising Expenses $0

Program Expenses $189,312

Other Expenses $203,094

TOTAL EXPENSES $365,734

Year-over-Year Comparison

	2022	2021	Change
Revenue	$289,924	$269,025	+0.1%
Expenses	$365,734	$299,585	+0.2%
Net Income	$-75,810	$-30,560	+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

Governance

Voting Members

Independent Members

Employees

Volunteers

120

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

$12,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lance Edward	Vice President	5.00	Officer	$5,500	$0	$5,500
Alice Asleson	Secretary	5.00	Officer	$4,000	$0	$4,000
Brooke Taylor	2nd Vice Presid	5.00	Officer	$3,000	$0	$3,000
Lyndsay White	Director	5.00	Director	$0	$0	$0
Jess Felchle	Director	5.00	Director	$0	$0	$0
Jason Lee	Director	5.00	Director	$0	$0	$0
Jase Oriet	Director	5.00	Director	$0	$0	$0
Shea Costello	Director	5.00	Director	$0	$0	$0
Jennifer Paterson	Director	5.00	Director	$0	$0	$0
Doug Robison	President	5.00	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
2023	$289,924	$365,734	$802,019	$-75,810
2022	$251,820	$260,613	$847,300	$-8,793
2021	$275,317	$216,387	$896,960	$58,930
2020	$256,842	$205,761	$843,934	$51,081
2019	$264,780	$220,920	$815,171	$43,860
2018	$261,658	$221,071	$801,581	$40,587

Billings Education Association