MONTANA SHEET METAL WORKERS JATC (EIN 810413915) - 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

2000

Legal Domicile

Principal Officer

KYLE BRANO

Phone

4065330112

Tax Period

2024-09-01 to 2025-08-31

MONTANA SHEET METAL WORKERS JATC, founded in 2000, is a small nonprofit that reported $954K in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $257K, a strong 27% operating margin.

Mission

THE SHEET METAL WORKERS' TRAINING CENTER OF MONTANA SHEET METAL WORKERS JATC BRINGS PEOPLE TOGETHER FROM WITHIN THE STATE OF MONTANA WITH THE COMMON GOAL OF BECOMING THE BEST SHEET METAL TRADES PEOPLE IN THE STATE. IT IS COMMITTED TO PROVIDE THE BEST TRAINING POSSIBLE TO PROVIDE SIGNATORY CONTRACTORS WITH THE MOST HIGHLY SKILLED TRADES' PEOPLE IN THE SHEET METAL INDUSTRY.

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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 $100,000

Program Service Revenue $837,023

Investment Income $11,215

Other Revenue $5,574

TOTAL REVENUE $953,812

Expense Breakdown

Grants Paid $0

Salaries & Benefits $386,187

Fundraising Expenses $0

Program Expenses $697,078

Other Expenses $310,891

TOTAL EXPENSES $697,078

Year-over-Year Comparison

	2024	2023	Change
Revenue	$953,812	$684,455	+0.4%
Expenses	$697,078	$541,289	+0.3%
Net Income	$256,734	$143,166	+0.8%

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

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
KYLE BRANO	CO-CHAIRMAN	1.00	Director	$0	$0	$0
KRIS O'BLENESS	CO-CHAIRMAN	1.00	Director	$0	$0	$0
BRANDON LEATHAM	TRUSTEE	1.00	Director	$0	$0	$0
JOHN BUKOVATZ	TRUSTEE	1.00	Director	$0	$0	$0
ANDY NICHOLS	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN CLEVENGER	TRUSTEE	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	$953,812	$697,078	$828,058	$256,734
2024	$684,455	$541,289	$568,307	$143,166
2023	$552,309	$503,427	$424,227	$48,882
2022	$334,280	$490,129	$375,250	$-155,849
2021	$437,759	$435,493	$531,528	$2,266
2020	$337,371	$316,382	$528,597	$20,989
2019	$315,610	$338,341	$508,297	$-22,731
2018	$306,033	$300,297	$530,992	$5,736

MONTANA SHEET METAL WORKERS JATC