MONTANA BEER AND WINE DISTRIBUTORS ASSOCIATION (EIN 810383360) - 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

1952

Legal Domicile

Principal Officer

DEBRA PITASSY

Phone

4064615958

Tax Period

2025-01-01 to 2025-12-31

MONTANA BEER AND WINE DISTRIBUTORS ASSOCIATION, founded in 1952, is a small nonprofit that reported $229K in total revenue in fiscal year 2025. Revenue decreased 5% compared to the prior year. Expenses of $217K left a modest 5% surplus.

Mission

TO PROVIDE CONTINUING EDUCATION TO MEMBERS AND LEGISLATORS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $222,567

Program Service Revenue $0

Investment Income $2,576

Other Revenue $3,525

TOTAL REVENUE $228,668

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $217,138

TOTAL EXPENSES $217,138

Year-over-Year Comparison

	2025	2024	Change
Revenue	$228,668	$241,315	-0.1%
Expenses	$217,138	$223,757	0.0%
Net Income	$11,530	$17,558	-0.3%

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

N/A

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
MIKE MARKOVICH	PRESIDENT	10.00	Officer Director	$0	$0	$0
JEFF BUSH	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JESSICA BRANDT	DIRECTOR	1.00	Director	$0	$0	$0
CATHIE TRONSON	DIRECTOR	1.00	Director	$0	$0	$0
KYLE WATKINS	DIRECTOR	1.00	Director	$0	$0	$0
DEBRA PITASSY	EXECUTIVE DIRECTOR	30.00	Officer	$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	$228,668	$217,138	$212,594	$11,530
2024	$241,315	$223,757	$187,694	$17,558
2023	$237,846	$225,341	$165,331	$12,505
2022	$245,518	$255,755	$144,291	$-10,237
2021	$243,468	$229,281	$168,800	$14,187
2020	$237,556	$214,297	$151,675	$23,259
2019	$214,264	$209,445	$128,021	$4,819
2018	$211,038	$192,724	$123,202	$18,314

MONTANA BEER AND WINE DISTRIBUTORS ASSOCIATION