MONTANA SHEET METAL WORKERS JATC

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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

TO PROVIDE HIGH QUALITY TRAINING AND EDUCATION FOR THE SHEET METAL INDUSTRY IN THE STATE OF MONTANA AND TO PASS ON THE KNOWLEDGE AND SKILLS OF THE TRADE TO ENSURE ENDURING GROWTH AND PROSPERITY FOR FUTURE GENERATIONS.

Program Service Accomplishments

Program 1

TO PROVIDE THE NECESSARY TRAINING AND EDUCATION, BOTH IN THE CLASSROOM AND HANDS-ON TRAINING, OF APPRENTICES AND JOURNEYMEN FOR THE SHEET METAL CRAFT.

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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