ENERGY SHARE OF MONTANA INC (EIN 810411562) - 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

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.

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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

ENERGY SHARE OF MONTANA INC