MONTANA INDEPENDENT LIVING PROJECT DBA ABILITY MONTANA (EIN 810400479) - 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

1981

Legal Domicile

Principal Officer

SCOTT BIRKENBUEL

Phone

4064425755

Tax Period

2023-10-01 to 2024-09-30

MONTANA INDEPENDENT LIVING PROJECT DBA ABILITY MONTANA, founded in 1981, is a mid-sized nonprofit that reported $10.2M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $9.7M left a modest 5% surplus.

Mission

PROMOTE SERVICES THAT PROMOTE INDEPENDENCE FOR PEOPLE WITH DISABILITIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $762,358

Program Service Revenue $9,367,718

Investment Income $76,581

Other Revenue $23,269

TOTAL REVENUE $10,229,926

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,712,286

Fundraising Expenses $71,017

Program Expenses $8,707,125

Other Expenses $2,030,026

TOTAL EXPENSES $9,742,312

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,229,926	$8,593,382	+0.2%
Expenses	$9,742,312	$8,542,534	+0.1%
Net Income	$487,614	$50,848	+8.6%

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

598

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

$146,371

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JODI HAUSEN	DIRECTOR	1.00	Director	$0	$0	$0
SHAWN SWIFT	DIRECTOR	1.00	Director	$0	$0	$0
MIKE BATISTA	BOARD PRESIDENT	1.00	Officer Director	$0	$0	$0
PETER PAUWELS	BOARD VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KELLY LYNCH	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT BIRKENBUEL	EXECUTIVE DIRECTOR/DIRECTO	40.00	Director	$146,371	$0	$146,371
FLYNN MURRAY	SECRETARY-TREASURER	1.00	Officer Director	$0	$0	$0
LIZANN KUDRNA	DIRECTOR	1.00	Director	$0	$0	$0
JACKSON RACICOT	DIRECTOR	1.00	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	$10,229,926	$9,742,312	$4,438,982	$487,614
2023	$8,593,382	$8,542,534	$3,243,219	$50,848
2022	$7,991,517	$8,059,641	$3,003,402	$-68,124
2021	$8,653,910	$7,208,258	$2,730,097	$1,445,652
2020	$7,191,261	$7,302,760	$2,429,744	$-111,499
2019	$6,829,296	$6,846,254	$1,250,922	$-16,958
2018	$5,929,613	$5,935,539	$1,139,056	$-5,926

MONTANA INDEPENDENT LIVING PROJECT DBA ABILITY MONTANA