MONTANA TECH ALUMNI ASSOCIATION (EIN 810388134) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1904

Legal Domicile

Principal Officer

ELIZABETH LARSON

Phone

4064964278

Tax Period

2024-01-01 to 2024-12-31

MONTANA TECH ALUMNI ASSOCIATION, founded in 1904, is a micro nonprofit in the Education sector that reported $97K in total revenue in fiscal year 2024. The organization ran a surplus of $48K, a strong 50% operating margin.

Mission

TO PROMOTE THE INTERESTS OF THE COLLEGE TO THE ALMUNI, COMMUNITY, STATE, NATION AND WORLD.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,750

Program Service Revenue $0

Investment Income $80,267

Other Revenue $11,659

TOTAL REVENUE $96,676

Expense Breakdown

Grants Paid $24,950

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $48,510

Other Expenses $23,560

TOTAL EXPENSES $48,510

Year-over-Year Comparison

	2024	2023	Change
Revenue	$96,676	$93,953	+0.0%
Expenses	$48,510	$87,209	-0.4%
Net Income	$48,166	$6,744	+6.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
AMANDA CHOW	DIRECTOR	0.50	Director	$0	$0	$0
TOM FERRITER	DIRECTOR	0.50	Director	$0	$0	$0
CHRISTINE TUTTY	DIRECTOR	0.50	Director	$0	$0	$0
JOE SUMMERS	DIRECTOR	0.50	Director	$0	$0	$0
KAREN GILLESPIE	DIRECTOR	0.50	Director	$0	$0	$0
PEGGY MCCOY	EXECUTIVE DIRECTOR	40.00	Director	$0	$0	$0
SARAH LATHROP	DIRECTOR	0.50	Director	$0	$0	$0
TAMMI LESTER	DIRECTOR	0.50	Director	$0	$0	$0
DEVON CLARY	DIRECTOR	0.50	Director	$0	$0	$0
DAVID BARRICK	DIRECTOR	0.50	Director	$0	$0	$0
CAMERON SHEPHERD	DIRECTOR	0.50	Director	$0	$0	$0
BILL HENNE	PAST PRESIDENT	0.50	Officer	$0	$0	$0
JERI DOYLE	VICE PRESIDENT	1.00	Officer	$0	$0	$0
LIZ LARSON	TREASURER	2.00	Officer	$0	$0	$0
MAGGIE PETERSON	PRESIDENT	1.00	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
2024	$96,676	$48,510	$724,337	$48,166
2023	$93,953	$87,209	$676,171	$6,744
2022	$8,700	$130,823	$669,427	$-122,123
2021	$138,928	$144,680	$791,526	$-5,752
2020	$73,355	$89,372	$797,278	$-16,017
2019	$111,737	$97,078	$813,295	$14,659
2018	$304,856	$29,818	$798,636	$275,038

MONTANA TECH ALUMNI ASSOCIATION