ENERGY SHARE OF MONTANA INC

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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

1982

Legal Domicile

Principal Officer

Jonathan Ballew

Phone

4064424900

Tax Period

2024-07-01 to 2025-06-30

ENERGY SHARE OF MONTANA INC, founded in 1982, is a community nonprofit in the Housing & Shelter sector that reported $3.5M in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $3.1M left a modest 11% surplus.

Mission

Montanans helping neighbors faced with energy emergencies maintaining their self-reliance. Energy Share of Montana provides energy assistance and help for Montana families for emergency heating needs through bill assistance, furnace and water heater safety and efficiency.

Program Service Accomplishments

Program 1

Expenses: $1,780,483 Revenue: $1,449,104

Energy Share of Montanas primary focus is emergency bill assistance: helping Montanans who face no-heat situations in their homes and have no resources to pay the bills themselves. Applications are reviewed on an individual basis, and applicants are asked to explain their circumstances leading to their need for assistance. In most cases households are helped not more than once every five years or up to $1,400 in assistance unless the household is at or below 125% of poverty and they are then eligible for up to $2,000 in assistance every 5 years. Energy Share of Montana uses private donations and universal systems benefits (USB) funds to fund emergency bill assistance.

Program 2

Expenses: $819,052

Other program services include the Appliance Replacement and Baseload Reduction (ARBR) program and the Habitat Partnership program.

Program 3

Expenses: $210,947 Revenue: $181,304

The weatherization program uses donations from individuals and donated UBS funds from Energy West and Montana-Dakota Utilities to maximize energy savings by performing cost-effective weatherization measures such as work on walls, outside air infiltration, windows, attics, crawl spaces, doors, and heating system repairs to make furnaces more efficient or altogether safe. Energy audits are conducted to determine what measures are needed the most. Measures that maximize energy savings are installed, and in no case will measures be installed that have a savings to investment ration (SIR) of less than 1.0.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,329,364

Program Service Revenue $1,800,614

Investment Income $395,673

Other Revenue $0

TOTAL REVENUE $3,525,651

Expense Breakdown

Grants Paid $2,768,113

Salaries & Benefits $259,441

Fundraising Expenses $0

Program Expenses $3,003,892

Other Expenses $115,656

TOTAL EXPENSES $3,143,210

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,525,651	$2,674,004	+0.3%
Expenses	$3,143,210	$3,126,104	+0.0%
Net Income	$382,441	$-452,100	-1.8%

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

$139,906

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rachel Haberman	Executive Dir.	40.00	Officer	$118,352	$11,745	$130,097
Jonathan Ballew	Executive Dir.	40.00	Officer	$9,809	$0	$9,809
Mark Vinger	Treasurer	0.10	Officer Director	$0	$0	$0
Roxanne Klingensmith	President	0.10	Officer Director	$0	$0	$0
Fred Krepps	Director	0.10	Director	$0	$0	$0
Brandy Powers	Vice President	0.10	Officer Director	$0	$0	$0
Geraldine Custer	Secretary	0.10	Officer Director	$0	$0	$0
Greg Jergeson	Director	0.10	Director	$0	$0	$0
Jessie Luther	Director	0.10	Director	$0	$0	$0
Teresa Miller	Director	0.10	Director	$0	$0	$0
Ken Morrison	Director	0.10	Director	$0	$0	$0
Thor Nelson	Director	0.10	Director	$0	$0	$0
Charlie Rehbein	Director	0.10	Director	$0	$0	$0
Karla Seaman	Director	0.10	Director	$0	$0	$0
Tina Shorten	Director	0.10	Director	$0	$0	$0
Lori St Aubin	Director	0.10	Director	$0	$0	$0
Corey Medved	Director	0.10	Director	$0	$0	$0
Jason Nasby	Director	0.10	Director	$0	$0	$0
Monti Wetsch	Director	0.10	Director	$0	$0	$0
Lisa Schindler	Director	0.10	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	$3,525,651	$3,143,210	$15,543,301	$382,441
2024	$2,674,004	$3,126,104	$14,306,716	$-452,100
2023	$2,608,451	$2,042,848	$13,252,874	$565,603
2022	$2,862,761	$1,419,738	$11,833,025	$1,443,023
2021	$2,840,208	$1,989,322	$11,526,764	$850,886
2020	$2,387,271	$1,600,824	$8,958,442	$786,447
2019	$2,493,981	$2,123,680	$8,177,077	$370,301