SCHOOL ADMINISTRATORS OF MONTANA (EIN 810371541) - 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

1976

Legal Domicile

Principal Officer

DR ROB WATSON

Tax Period

2022-07-01 to 2023-06-30

SCHOOL ADMINISTRATORS OF MONTANA, founded in 1976, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2022. Revenue decreased 5% compared to the prior year.

Mission

VISIONARY LEADERS UNITED IN PROVIDING, ADVOCATING AND CREATING EDUCATION EXCELLENCE FOR MONTANA SCHOOLS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $506,164

Program Service Revenue $396,451

Investment Income $21,202

Other Revenue $158,620

TOTAL REVENUE $1,082,437

Expense Breakdown

Grants Paid $7,400

Salaries & Benefits $365,508

Fundraising Expenses $51,974

Program Expenses $835,907

Other Expenses $692,052

TOTAL EXPENSES $1,064,960

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,082,437	$1,143,797	-0.1%
Expenses	$1,064,960	$914,758	+0.2%
Net Income	$17,477	$229,039	-0.9%

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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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

$182,748

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIRK MILLER	Past Exec Dir	40.00	Officer	$92,179	$8,031	$100,210
DR ROB WATSON	Executive Dir.	40.00	Officer	$75,000	$7,538	$82,538
CAL KETCHUM	Past President	0.50	Director	$0	$0	$0
DALE OLINGER	Director	0.50	Director	$0	$0	$0
RICK DUNCAN	Director	0.50	Director	$0	$0	$0
SHELLEY ANDRES	President	0.50	Director	$0	$0	$0
NICOLE TRAHAN	Director	0.50	Director	$0	$0	$0
BARBARA DROSSLER	Director	0.50	Director	$0	$0	$0
SHAWN HENDRICKSON	Director	0.50	Director	$0	$0	$0
GREG DERN	Director	0.50	Director	$0	$0	$0
DAVE WICK	Director	0.50	Director	$0	$0	$0
KJ POEPPING	Director	0.50	Director	$0	$0	$0
SHERI HEAVRIN	Director	0.50	Director	$0	$0	$0
TED MILLER	Director	0.50	Director	$0	$0	$0
JULIE HORNBY	Director	0.50	Director	$0	$0	$0
SARA NOVAK	President Elect	0.50	Director	$0	$0	$0
RHIANNON BEERY	Director	0.00	Director	$0	$0	$0
MARK GOYETTE	Director	0.00	Director	$0	$0	$0
KELLY KINSEY	Director	0.00	Director	$0	$0	$0
ERIN LIPKIND	Director	0.00	Director	$0	$0	$0
CAROL PHILLIPS	Director	0.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,082,437	$1,064,960	$1,850,192	$17,477
2022	$1,143,797	$914,758	$1,801,307	$229,039
2021	$1,020,486	$807,091	$1,746,392	$213,395
2020	$1,060,118	$885,092	$1,424,846	$175,026
2019	$962,463	$908,764	$1,159,543	$53,699
2018	$953,530	$946,796	$1,052,229	$6,734

SCHOOL ADMINISTRATORS OF MONTANA