HELENA INDIAN ALLIANCE INC (EIN 810304870) - 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

1969

Legal Domicile

Phone

4064429244

Tax Period

2023-10-01 to 2024-09-30

HELENA INDIAN ALLIANCE INC, founded in 1969, is a community nonprofit that reported $3.9M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $5.2M exceeded revenue, resulting in a 34% operating deficit.

Mission

TO PROVIDE MEDICAL, COUNSELING, AND EDUCATIONAL SERVICES TO NATIVE AMERICANS IN AN URBAN AREA.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,621,864

Program Service Revenue $1,071,451

Investment Income $69,705

Other Revenue $89,997

TOTAL REVENUE $3,853,017

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,370,363

Fundraising Expenses $0

Program Expenses $3,867,649

Other Expenses $1,790,035

TOTAL EXPENSES $5,160,398

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,853,017	$4,093,735	-0.1%
Expenses	$5,160,398	$4,587,887	+0.1%
Net Income	$-1,307,381	$-494,152	+1.6%

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

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

$190,167

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL TOUCHETTE	CHAIR	1.00	Officer Director	$0	$0	$0
TODD WILSON	EXECUTIVE DIRECTOR	40.00	Officer	$181,636	$8,531	$190,167
RENEE PARSLEY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DARCY O'DELL	SECRETARY	1.00	Officer Director	$0	$0	$0
JASON SMITH	TREASURER	1.00	Officer Director	$0	$0	$0
JENNIFER BRUNSDON	FAMILY MEDICINE SPECIALIST	40.00	Highest	$206,728	$6,965	$213,693
MELANIE FUNKE	FAMILY NURSE PRACTITIONER	40.00	Highest	$140,367	$8,493	$148,860
MORGAN PEDERSEN	FAMILY NURSE PRACTITIONER	40.00	Highest	$146,051	$9,123	$155,174
EMILY MICHALSKI-WEBER	PSYCHIATRIC NURSE PRACTITIONER	40.00	Highest	$115,985	$6,942	$122,927
KEVIN SANDOVAL	HIM COORDINATOR	40.00	Highest	$104,953	$8,575	$113,528
JAIME EVANS	DIRECTOR	1.00	Director	$0	$0	$0
SONNY SILVERTHORNE	DIRECTOR	1.00	Director	$0	$0	$0
MONICA GLUECKERT	DIRECTOR	1.00	Director	$0	$0	$0
MADISON TYSON	DIRECTOR	1.00	Director	$0	$0	$0
JENNA STAMPER	DIRECTOR	1.00	Director	$0	$0	$0
JAYDEN TRIPP	DIRECTOR (FORMER)	1.00	Director	$0	$0	$0
CAROL MCMASTER	DIRECTOR (FORMER)	1.00	Director	$0	$0	$0
ROBERTA TWO TEETH	DIRECTOR (FORMER)	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	$3,853,017	$5,160,398	$9,462,441	$-1,307,381
2023	$4,093,735	$4,587,887	$10,558,561	$-494,152
2022	$9,868,195	$4,152,406	$11,040,273	$5,715,789
2021	$3,226,728	$3,216,791	$5,264,624	$9,937
2020	$4,696,046	$2,775,042	$5,193,522	$1,921,004
2019	$2,290,799	$2,003,027	$3,380,791	$287,772
2018	$2,370,839	$1,904,855	$3,141,776	$465,984

HELENA INDIAN ALLIANCE INC