MONTANA OPERATING ENGINEERS & ASSOCIATED GENERAL CONTRACTORS JATT (EIN 810309737) - 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

1971

Legal Domicile

Principal Officer

SHAWN WHITE

Tax Period

2024-01-01 to 2024-12-31

MONTANA OPERATING ENGINEERS & ASSOCIATED GENERAL CONTRACTORS JATT, founded in 1971, is a small nonprofit in the Employment sector that reported $273K in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $332K exceeded revenue, resulting in a 21% operating deficit.

Mission

OUR AIM HAS BEEN AND CONTINUES TO BE TO TRAIN HIGHLY SKILLED SAFE AND PRODUCTIVE HEAVY EQUIPMENT OPERATORS BY GIVING JOURNEY-LEVEL WORKERS THE KNOWLEDGE TO BECOME A JOURNEY-LEVEL OPERATING ENGINEER.

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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 $261,136

Program Service Revenue $11,974

Investment Income $139

Other Revenue $0

TOTAL REVENUE $273,249

Expense Breakdown

Grants Paid $0

Salaries & Benefits $171,258

Fundraising Expenses $0

Program Expenses $274,763

Other Expenses $160,733

TOTAL EXPENSES $331,991

Year-over-Year Comparison

	2024	2023	Change
Revenue	$273,249	$397,481	-0.3%
Expenses	$331,991	$424,895	-0.2%
Net Income	$-58,742	$-27,414	+1.1%

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

N/A

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

$58,094

Total Directors

$58,094

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE GROSS	BOARD MEMBER	N/A	Director	$0	$0	$0
TIM MATTHEWS	BOARD MEMBER	N/A	Director	$0	$0	$0
JOHN JOHNSON	BOARD MEMBER	N/A	Director	$0	$0	$0
NATHAN MALMIN	BOARD MEMBER	N/A	Director	$0	$0	$0
SHAWN WHITE	DIRECTOR	40.00	Officer Director	$58,094	$0	$58,094

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	$273,249	$331,991	$558,004	$-58,742
2023	$397,481	$424,895	$618,388	$-27,414
2022	$404,038	$427,837	$648,549	$-23,799
2021	$654,535	$314,987	$666,736	$339,548
2020	$349,516	$345,889	$370,021	$3,627
2019	$181,512	$238,140	$322,187	$-56,628
2018	$183,237	$193,618	$385,993	$-10,381

MONTANA OPERATING ENGINEERS & ASSOCIATED GENERAL CONTRACTORS JATT