ASSOCIATED EMPLOYERS OF MONTANA INC

EIN: 810424947

BILLINGS, MT

Total Revenue
$1,685,245
Total Expenses
$1,279,048
Total Assets
$3,945,921
Net Assets
$3,938,336
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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
1916
Legal Domicile
MT
Principal Officer
GREG ROADIFER
Phone
4062486178
Tax Period
2024-06-01 to 2025-05-31

ASSOCIATED EMPLOYERS OF MONTANA INC, founded in 1916, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. The organization ran a surplus of $406K, a strong 24% operating margin.

Mission

PROVIDING EXPERT BUSINESS & HUMAN RESOURCE ADVICE, SUPPORT, CONSULTING, EDUCATION & TRAINING.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $889,020
Program Service Revenue $761,838
Investment Income $41,296
Other Revenue $-6,909
TOTAL REVENUE $1,685,245

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $118,743
Other Expenses $1,279,048
TOTAL EXPENSES $1,279,048

Year-over-Year Comparison

2024 2023 Change
Revenue $1,685,245 $1,780,871 -0.1%
Expenses $1,279,048 $1,229,701 +0.0%
Net Income $406,197 $551,170 -0.3%
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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Governance

Voting Members
12
Independent Members
12
Employees
N/A
Volunteers
12

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
2
$0
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JACQUELYN AYERS CHAIR 1.00
Officer Director
$0 $0 $0
CRAIG BARTHOLOMEW PAST CHAIR 1.00
Director
$0 $0 $0
TRACY DUFRESNE BOARD MEMBER 1.00
Director
$0 $0 $0
KEITH ROBINSON BOARD MEMBER 1.00
Director
$0 $0 $0
BRIAN DENNIS BOARD MEMBER 1.00
Director
$0 $0 $0
TREVOR DAER BOARD MEMBER 1.00
Director
$0 $0 $0
RACHEL TURITTO BOARD MEMBER 1.00
Director
$0 $0 $0
MICHAEL MARSH BOARD MEMBER 1.00
Director
$0 $0 $0
CALVIN WILSON BOARD MEMBER 1.00
Director
$0 $0 $0
DAVE CHANDLER BOARD MEMBER 1.00
Director
$0 $0 $0
KIM KAISER BOARD MEMBER 1.00
Director
$0 $0 $0
BRETT CLINE BOARD MEMBER 1.00
Director
$0 $0 $0
GREG ROADIFER PRESIDENT 10.00
Officer
$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 $1,685,245 $1,279,048 $3,945,921 $406,197
2024 $1,780,871 $1,229,701 $3,542,131 $551,170
2023 $1,736,389 $1,169,415 $2,986,352 $566,974
2022 $1,377,659 $1,052,035 $2,423,986 $325,624
2021 $1,332,259 $1,100,827 $2,101,196 $231,432
2020 $1,321,090 $997,579 $1,874,576 $323,511
2019 $1,277,964 $957,128 $1,558,990 $320,836
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