NAMI MONTANA (EIN 810441706) - 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

1987

Legal Domicile

Principal Officer

SANDRA MIHELISH

Phone

4064437871

Tax Period

2024-01-01 to 2024-12-31

NAMI MONTANA, founded in 1987, is a small nonprofit in the Mental Health sector that reported $342K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $479K exceeded revenue, resulting in a 40% operating deficit.

Mission

TO IMPROVE THE LIVES OF THOSE AFFECTED BY MENTAL ILLNESS.

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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 $359,737

Program Service Revenue $3,544

Investment Income $18,298

Other Revenue $-39,138

TOTAL REVENUE $342,441

Expense Breakdown

Grants Paid $0

Salaries & Benefits $177,731

Fundraising Expenses $27,911

Program Expenses $391,362

Other Expenses $301,710

TOTAL EXPENSES $479,441

Year-over-Year Comparison

	2024	2023	Change
Revenue	$342,441	$261,157	+0.3%
Expenses	$479,441	$399,896	+0.2%
Net Income	$-137,000	$-138,739	0.0%

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

120

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

$94,350

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TAMI BRANDT	BOARD MEMBER	1.00	Director	$0	$0	$0
GARY MIHELISH	BOARD MEMBER	1.00	Director	$0	$0	$0
EILEEN LOWERY	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIE DOYLE	BOARD MEMBER	1.00	Director	$0	$0	$0
MONIQUE CASBEER	BOARD MEMBER	1.00	Director	$0	$0	$0
SANDRA MIHELISH	BOARD MEMBER	1.00	Director	$0	$0	$0
TERRY BALL	BOARD MEMBER	1.00	Director	$0	$0	$0
TIFFANY HANSON	PRESIDENT, TREASURER	1.00	Officer Director	$0	$0	$0
TOM PELUSO	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIN OLSON	SECRETARY	1.00	Officer Director	$0	$0	$0
DIANE VAN AUKEN	BOARD MEMBER	1.00	Director	$0	$0	$0
SUZIN KRATINA	BOARD MEMBER	1.00	Director	$0	$0	$0
CRYSTAL LAUFER	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY MCCOURT	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY KAREN MAREK	BOARD MEMBER	1.00	Director	$0	$0	$0
SHAWNA LOCKHART	BOARD MEMBER	1.00	Director	$0	$0	$0
CORY SONNEMANN	BOARD MEMBER	1.00	Director	$0	$0	$0
MATT KUNTZ	EXECUTIVE DIRECTOR	40.00	Officer	$94,350	$0	$94,350

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
2024	$342,441	$479,441	$2,923,472	$-137,000
2023	$261,157	$399,896	$2,962,868	$-138,739
2022	$406,139	$393,608	$695,290	$12,531
2022	$2,723,904	$393,608	$3,013,055	$2,330,296
2021	$401,456	$301,743	$744,847	$99,713
2021	$449,462	$301,743	$792,853	$147,719
2020	$419,177	$310,704	$635,437	$108,473
2020	$424,834	$310,704	$641,094	$114,130
2019	$291,629	$230,986	$467,091	$60,643
2018	$305,585	$256,815	$384,260	$48,770

NAMI MONTANA