MONTANA FUNERAL DIRECTORS ASSOCIATION INC

EIN: 810348021

DILLON, MT

Total Revenue
$259,062
Total Expenses
$234,146
Total Assets
$637,434
Net Assets
$637,434
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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
1970
Legal Domicile
MT
Principal Officer
THERESA JAMES
Phone
4064497444
Tax Period
2025-01-01 to 2025-12-31

MONTANA FUNERAL DIRECTORS ASSOCIATION INC, founded in 1970, is a small nonprofit that reported $259K in total revenue in fiscal year 2025. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $234K left a modest 10% surplus.

Mission

THE MONTANA FUNERAL DIRECTORS ASSOCIATION IS A PROFESSIONAL TRADE ORGANIZATION REPRESENTING THE FUNERAL SERVICE PROFESSION THROUGHOUT THE BIG SKY COUNTRY.

Program Service Accomplishments

Program 1

THE MFDA PROVIDES GENERAL SERVICES TO ITS MEMBERS SUCH AS A WEBSITE, CONVENTIONS, AND MEETINGS TO EDUCATE MEMBERS ON CHANGES IN THE BUSINESS ENVIRONMENT AND LAWS GOVERNING THE PROFESSION, PROMOTION...

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THE MFDA PROVIDES GENERAL SERVICES TO ITS MEMBERS SUCH AS A WEBSITE, CONVENTIONS, AND MEETINGS TO EDUCATE MEMBERS ON CHANGES IN THE BUSINESS ENVIRONMENT AND LAWS GOVERNING THE PROFESSION, PROMOTION OF PUBLIC AWARENESS, ADVOCACY, AND IMPROVING INDUSTRY SERVICES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $60,731
Program Service Revenue $162,233
Investment Income $34,803
Other Revenue $1,295
TOTAL REVENUE $259,062

Expense Breakdown

Grants Paid $737
Salaries & Benefits $92,187
Fundraising Expenses $0
Other Expenses $141,222
TOTAL EXPENSES $234,146

Year-over-Year Comparison

2025 2024 Change
Revenue $259,062 $225,293 +0.1%
Expenses $234,146 $242,030 0.0%
Net Income $24,916 $-16,737 -2.5%
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

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Governance

Voting Members
11
Independent Members
11
Employees
N/A
Volunteers
11

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
8
$92,187
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRI MULVANEY PRESIDENT 2.00
Officer Director
$0 $0 $0
STEVE KIRKEGARD IMMEDIATE PAST PRESIDENT 1.00
Officer Director
$0 $0 $0
RICK WALTER VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
JIM ASPER TREASURER 2.00
Officer Director
$0 $0 $0
CHRIS HOLT SECRETARY 2.00
Officer Director
$0 $0 $0
TYSON MOORE IMMEDIATE PAST PRESIDENT (THRU 06/25) 1.00
Officer Director
$0 $0 $0
AUSTIN ASPER NORTHCENTRAL DISTRICT GOVE 1.00
Director
$0 $0 $0
KATIE BACA FUTURE DEVELOPMENT LEADERS 1.00
Director
$0 $0 $0
MATT COON SOUTHCENTRAL DISTRICT GOVE (THRU 06/25) 1.00
Director
$0 $0 $0
BROOKE GIERKE EASTERN DISTRICT GOVE 1.00
Director
$0 $0 $0
FRED NELSON WESTERN DISTRICT GOVE 1.00
Director
$0 $0 $0
JESSIE SATHER SOUTHWESTERN DISTRICT GOVE 1.00
Director
$0 $0 $0
CASSITY SORLIE SOUTHCENTRAL DISTRICT GOVE 1.00
Director
$0 $0 $0
THERESA JAMES EXECUTIVE DIRECTOR 40.00
Officer
$41,387 $0 $41,387
JIM BROWN EXECUTIVE DIRECTOR (THRU 05/25) 40.00
Officer
$50,800 $0 $50,800
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 $259,062 $234,146 $637,434 $24,916
2024 $225,293 $242,030 $585,306 $-16,737
2023 $229,603 $220,674 $568,799 $8,929
2022 $202,997 $189,791 $513,487 $13,206
2021 $174,655 $206,722 $565,426 $-32,067
2020 $192,811 $154,388 $560,890 $38,423
2019 $200,568 $218,624 $487,308 $-18,056
2018 $212,972 $164,573 $462,155 $48,399
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