MONTANA FUNERAL DIRECTORS ASSOCIATION INC

EIN: 810348021

HELENA, MT

Total Revenue
$225,293
Total Expenses
$242,030
Total Assets
$585,306
Net Assets
$585,306
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1970
Legal Domicile
MT
Principal Officer
JAMES BROWN
Phone
4064497244
Tax Period
2024-01-01 to 2024-12-31

MONTANA FUNERAL DIRECTORS ASSOCIATION INC, founded in 1970, is a small nonprofit that reported $225K in total revenue in fiscal year 2024. Net assets of $585K represent 31 months of operating reserves.

Mission

THE MFDA IS THE LOCAL SOURCE OF EXPERTISE AND PROFESSIONAL RESOURCES FOR ALL FACETS OF FUNERAL SERVICES THROUGH EDUCATION, PROGRAMS, ADVOCACY, AND SERVICES TO MEMBERS. IT IS DEDICATED TO SUPPORTING MEMBERS IN THEIR MISSION TO PROVIDE FAMILIES WITH MEANINGFUL END-OF-LIFE SERVICES AT THE HIGHEST LEVELS OF EXCELLENCE AND INTEGRITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $63,784
Program Service Revenue $144,887
Investment Income $15,277
Other Revenue $1,345
TOTAL REVENUE $225,293

Expense Breakdown

Grants Paid $2,354
Salaries & Benefits $86,950
Fundraising Expenses $0
Other Expenses $152,726
TOTAL EXPENSES $242,030

Year-over-Year Comparison

2024 2023 Change
Revenue $225,293 $229,603 0.0%
Expenses $242,030 $220,674 +0.1%
Net Income $-16,737 $8,929 -2.9%
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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Governance

Voting Members
12
Independent Members
12
Employees
N/A
Volunteers
12

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
6
$86,950
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
STEVE KIRKEGARD PRESIDENT 2.00
Officer Director
$0 $0 $0
BRI MULVANEY VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
RICK WALTER TREASURER 2.00
Officer Director
$0 $0 $0
JIM ASPER SECRETARY 2.00
Officer Director
$0 $0 $0
TYSON MOORE IMMEDIATE PAST PRESIDENT 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
JESSIE BILLQUIST SOUTHWESTERN DISTRICT GOVE 1.00
Director
$0 $0 $0
BROOKE CONOVER EASTERN DISTRICT GOVERNOR 1.00
Director
$0 $0 $0
CHRIS HOLT NFDA REPRESENTATIVE 1.00
Director
$0 $0 $0
MATT COON SOUTHCENTRAL DISTRICT GOVE 1.00
Director
$0 $0 $0
FRED NELSON WESTERN DISTRICT GOVERNOR 1.00
Director
$0 $0 $0
JIM BROWN EXECUTIVE DIRECTOR 40.00
Officer
$86,950 $0 $86,950
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 $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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