MONTANA AREA AGENCY ON AGING DIRECTORS ASSOCIATION (EIN 810365587) - 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

JOE GILBOY

Phone

4064577359

Tax Period

2020-07-01 to 2021-06-30

MONTANA AREA AGENCY ON AGING DIRECTORS ASSOCIATION, founded in 1974, is a small nonprofit in the Human Services sector that reported $378K in total revenue in fiscal year 2020. Revenue surged 910% from the prior year, signaling strong growth momentum. The organization ran a surplus of $242K, a strong 64% operating margin.

Mission

PROVIDING SERVICES TO MONTANA'S SENIOR CITIZENS.

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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 $378,364

Program Service Revenue $0

Investment Income $17

Other Revenue $0

TOTAL REVENUE $378,381

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $100,989

Other Expenses $136,578

TOTAL EXPENSES $136,578

Year-over-Year Comparison

	2020	2019	Change
Revenue	$378,381	$37,462	+9.1%
Expenses	$136,578	$28,895	+3.7%
Net Income	$241,803	$8,567	+27.2%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE GILBOY	PRESIDENT	5.00	Officer Director	$0	$0	$0
LISA SHEPPARD	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
JIM MARKS	SECRETARY/TREASURER	10.00	Officer Director	$0	$0	$0
HEATHER HANDRAN	DIRECTOR	5.00	Director	$0	$0	$0
MARCY BROOKIE	DIRECTOR	5.00	Director	$0	$0	$0
LORI THIBODEAU-SEAY	DIRECTOR	5.00	Director	$0	$0	$0
KIMBERLIEGH THIEL-SCHAAF	DIRECTOR	5.00	Director	$0	$0	$0
CARLA DYMENT	DIRECTOR	5.00	Director	$0	$0	$0
SHERRI WILLIAMS	DIRECTOR	5.00	Director	$0	$0	$0
SUE BENDER	DIRECTOR	5.00	Director	$0	$0	$0
TODD WOOD	DIRECTOR (FORMER)	5.00	Director	$0	$0	$0
SUSAN KOHLER	DIRECTOR (FORMER)	5.00	Director	$0	$0	$0
DON KENNY	DIRECTOR (FORMER)	5.00	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
2021	$378,381	$136,578	$316,402	$241,803

MONTANA AREA AGENCY ON AGING DIRECTORS ASSOCIATION