HELENA BUILDING INDUSTRY ASSOCIATION (EIN 810401928) - 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

1996

Legal Domicile

Principal Officer

DUSTIN LUNDSTROM

Phone

4064493358

Tax Period

2020-01-01 to 2020-12-31

HELENA BUILDING INDUSTRY ASSOCIATION, founded in 1996, is a small nonprofit that reported $168K in total revenue in fiscal year 2020. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $229K exceeded revenue, resulting in a 36% operating deficit.

Mission

AN ASSOCIATION OF BUSINESS PEOPLE DRAWN TOGETHER BY HOME BUILDING, WORKING TO RAISE THE STANDARDS OF THE BUILDING INDUSTRY THROUGH EDUCATION AND CIVIL INVOLVEMENT FOR THE BETTERMENT AND POSITIVE GROWTH OF OUR COMMUNITY AND INDUSTRY. THE ASSOCIATION IS RESPONSIBLE TO MAINTAIN A LEGISLATIVE COMMITTEE ON BEHALF OF THE MONTANA BUILDING ASSOCIATION.

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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 $52,983

Program Service Revenue $113,413

Investment Income $1,794

Other Revenue $0

TOTAL REVENUE $168,190

Expense Breakdown

Grants Paid $0

Salaries & Benefits $86,688

Fundraising Expenses $0

Other Expenses $141,772

TOTAL EXPENSES $229,073

Year-over-Year Comparison

	2020	2019	Change
Revenue	$168,190	$304,441	-0.4%
Expenses	$229,073	$322,702	-0.3%
Net Income	$-60,883	$-18,261	+2.3%

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

Volunteers

150

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

$59,867

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DUSTIN LUNDSTROM	PRESIDENT	1.00	Officer Director	$0	$0	$0
JAHNA DAVIS	1ST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
COREY HILL	2ND VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JIM DORMADY	SECRETARY TREASURER	1.00	Officer Director	$0	$0	$0
ADAM PENTECOST	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
DON MEIDINGER	ASSOCIATE VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CHARLES CASTELL	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER PATZER	DIRECTOR	1.00	Director	$0	$0	$0
JEFF BOYER	DIRECTOR	1.00	Director	$0	$0	$0
ROB MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
DERRICK HEDELAN	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER LAY	EX OFFICIO DIRECTOR	1.00	Director	$0	$0	$0
MATT TEDESCO	EX OFFICIO DIRECTOR	1.00	Director	$0	$0	$0
DARCY LARSON	EXECUTIVE OFFICER	40.00	Officer	$59,867	$0	$59,867

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
2020	$168,190	$229,073	$371,834	$-60,883
2019	$304,441	$322,702	$298,186	$-18,261
2018	$301,908	$331,289	$328,245	$-29,381

HELENA BUILDING INDUSTRY ASSOCIATION