MONTANA ECONOMIC REVITALIZATION AND DEVELOPMENT INSTITUTE INC (EIN 810349571) - 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

1974

Legal Domicile

Principal Officer

GARY ROWE

Phone

4065336884

Tax Period

2020-10-01 to 2021-09-30

MONTANA ECONOMIC REVITALIZATION AND DEVELOPMENT INSTITUTE INC, founded in 1974, is a small nonprofit that reported $524K in total revenue in fiscal year 2020. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $627K exceeded revenue, resulting in a 20% operating deficit.

Mission

CONDUCT ENERGY RESEARCH & COMMERCIALIZATION FOR TECHNOLOGY TRANSFER & SUPPORT ECONOMIC DEVELOPMENT. SIGNIFICANT ACTIVITIES INCLUDE REHABILITATION OF THE THORNTON BUILDING FOR BUSINESS USE & TO HOUSE A SUPER-COMPUTER; AWARDING SCHOLARSHIP FUNDS TO MONTANA EDUCATIONAL INSTITUTIONS TO SUPPORT ENERGY RESEARCH & ENGINEERING.

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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 (2020)

Revenue Breakdown

Contributions & Grants $65,711

Program Service Revenue $453,666

Investment Income $572

Other Revenue $3,965

TOTAL REVENUE $523,914

Expense Breakdown

Grants Paid $5,100

Salaries & Benefits $106,579

Fundraising Expenses $0

Program Expenses $542,063

Other Expenses $515,336

TOTAL EXPENSES $627,015

Year-over-Year Comparison

	2020	2019	Change
Revenue	$523,914	$722,067	-0.3%
Expenses	$627,015	$711,734	-0.1%
Net Income	$-103,101	$10,333	-11.0%

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

$43,762

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DON PEOPLES	DIRECTOR	4.00	Director	$0	$0	$0
JAMES KAMBICH	DIRECTOR	1.00	Director	$0	$0	$0
JOHN COTE	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM KEBE	CHAIRMAN OF BOARD	1.00	Officer Director	$0	$0	$0
JIM MCGREE	DIRECTOR	1.00	Director	$0	$0	$0
GARY ROWE	PRESIDENT	40.00	Officer	$28,119	$15,643	$43,762

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
2021	$523,914	$627,015	$2,139,862	$-103,101
2020	$722,067	$711,734	$2,322,941	$10,333
2019	$583,269	$656,596	$2,470,315	$-73,327
2018	$513,868	$800,895	$2,653,602	$-287,027

MONTANA ECONOMIC REVITALIZATION AND DEVELOPMENT INSTITUTE INC