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
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

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

ASSOCIATED EMPLOYERS OF MONTANA, INC.'S (AE) STATED MISSION IS TO PROVIDE EXPERT ADVICE, SUPPORT, INFORMATION, EDUCATION AND TRAINING IN EMPLOYEE RELATIONS, MANAGEMENT, HUMAN RESOURCES, RESEARCH AND GOVERNMENTAL REGULATIONS THAT AFFECT THE EMPLOYER/EMPLOYEE RELATIONSHIP. THE GOAL OF OUR MISSION IS TO PROMOTE POSITIVE EMPLOYER/EMPLOYEE RELATIONSHIPS THAT LEAD TO A PRODUCTIVE AND PROFITABLE WORKPLACE THAT WILL ULTIMATELY BENEFIT BOTH THE EMPLOYER AND THE EMPLOYEE.

Program Service Accomplishments

Program 1
Expenses: $27,383 Revenue: $374,537

CONSULTING: AE CONSULTS WITH BUSINESSES ON TOPICS INCLUDING: HANDBOOK REVIEWS AND POLICY INFORMATION; JOB DESCRIPTIONS; RECRUITING; COACHING EMPLOYEES AND MANAGEMENT; STRATEGIC PLANNING; HUMAN...

Read more

CONSULTING: AE CONSULTS WITH BUSINESSES ON TOPICS INCLUDING: HANDBOOK REVIEWS AND POLICY INFORMATION; JOB DESCRIPTIONS; RECRUITING; COACHING EMPLOYEES AND MANAGEMENT; STRATEGIC PLANNING; HUMAN RESOURCE PARTNERING AND ASSESSMENTS; LABOR RELATIONS; AFFIRMATIVE ACTION PLANS; INVESTIGATIONS; AND WORKFORCE STRATEGIES. IN THE LAST FISCAL YEAR AE PROVIDED 13 DIFFERENT SERVICE OFFERINGS FOR OVER 110 BUSINESSES.

Program 2
Expenses: $75,878 Revenue: $231,566

ON-SITE TRAINING AND DEVELOPMENT: AE PROVIDES ON-SITE CLASSES THAT ARE CUSTOMIZED TO INCLUDE VARIOUS HR TOPICS, INCLUDING: EMPLOYMENT, WAGE AND HOUR LAWS AND REGULATIONS; HARASSMENT IN THE WORKPLACE...

Read more

ON-SITE TRAINING AND DEVELOPMENT: AE PROVIDES ON-SITE CLASSES THAT ARE CUSTOMIZED TO INCLUDE VARIOUS HR TOPICS, INCLUDING: EMPLOYMENT, WAGE AND HOUR LAWS AND REGULATIONS; HARASSMENT IN THE WORKPLACE; ADA/FMLA/WORKER'S COMPENSATION; AND MANAGEMENT RECRUITING, DISCIPLINE AND TERMINATION. IN ADDITION BUSINESS DEVELOPMENT TRAININGS INCLUDE: LEADERSHIP AND MANAGEMENT DEVELOPMENT; TRAIN THE TRAINER; CUSTOMER SERVICE; AND MANAGING THE GENERATION GAP. DURING THE FISCAL YEAR ENDED MAY 31, 2025, AE CONDUCTED ON-SITE TRAINING AT OVER 68 BUSINESSES FOCUSING ON ELEVEN DIFFERENT TOPICS WITH 50% OF THE BUSINESSES RECEIVING ASSISTANCE IN LEADERSHIP AND MANAGEMENT DEVELOPMENT.

Program 3
Expenses: $7,886 Revenue: $118,096

PUBLIC TRAINING: PUBLIC TRAINING AND DEVELOPMENT CLASSES ARE OFFERED IN EITHER A LIVE OR A RECORDED FORMAT. TOPICS INCLUDE: EMPLOYMENT LAW; MANAGING PERFORMANCE AND BEHAVIORS OF STAFF; REASONABLE...

Read more

PUBLIC TRAINING: PUBLIC TRAINING AND DEVELOPMENT CLASSES ARE OFFERED IN EITHER A LIVE OR A RECORDED FORMAT. TOPICS INCLUDE: EMPLOYMENT LAW; MANAGING PERFORMANCE AND BEHAVIORS OF STAFF; REASONABLE SUSPICION; MANAGEMENT EXCELLENCE; COACHING; PAYROLL AND OTHERS. OVER 225 TRAININGS WERE OFFERED DURING FISCAL YEAR 2025,INCLUDING WEBINARS. OVER 1,000 INDIVIDUALS PARTICIPATED IN TRAINING LED BY FIVE INSTRUCTORS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

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
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

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
Explore More Nonprofits
Top 100 Nonprofits in Montana Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare ASSOCIATED EMPLOYERS OF MONTANA INC with other nonprofits in Montana and across the country.