NAMI MONTANA

EIN: 810441706 501(c)(3) Mental Health

HELENA, MT

Total Revenue
$710,521
Total Expenses
$551,686
Total Assets
$3,087,841
Net Assets
$2,988,253
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1987
Legal Domicile
MT
Principal Officer
TIFFANY HANSON
Phone
4064437871
Tax Period
2025-01-01 to 2025-12-31

NAMI MONTANA, founded in 1987, is a small nonprofit in the Mental Health sector that reported $711K in total revenue in fiscal year 2025. Revenue surged 107% from the prior year, signaling strong growth momentum. The organization ran a surplus of $159K, a strong 22% operating margin.

Mission

NAMI MONTANA ACCOMPLISHES ITS MISSION OF SUPPORTING, EDUCATING, AND ADVOCATING FOR MONTANANS WITH SERIOUS MENTAL ILLNESS BY:1. HELPING CONCERNED FAMILIES AND FRIENDS START UP LOCAL SUPPORT, EDUCATION, AND ADVOCACY GROUPS.2. EDUCATING THE PUBLIC TO DISPEL MISPERCEPTIONS AND OVERCOME THE STIGMA ASSOCIATED WITH MENTAL ILLNESS.3. ADVOCATING FOR THE INTERESTS OF PERSONS WITH MENTAL ILLNESS, INCLUDING ADVOCACY FOR ENLIGHTENED AND EFFECTIVE LAWS AND ADEQUATE FUNDING FOR SERVICES.

Program Service Accomplishments

Program 1
Expenses: $460,708 Revenue: $16,375

TO ADVOCATE ON BEHALF OF CONSUMERS AND FAMILY MEMBERS, TO PROVIDE EDUCATION, AND TO OFFER SUPPORT GROUPS FOR FAMILIES AND CONSUMERS ACROSS THE STATE.

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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 (2025)

Revenue Breakdown

Contributions & Grants $758,772
Program Service Revenue $10,905
Investment Income $16,270
Other Revenue $-75,426
TOTAL REVENUE $710,521

Expense Breakdown

Grants Paid $0
Salaries & Benefits $172,162
Fundraising Expenses $29,086
Program Expenses $460,708
Other Expenses $379,524
TOTAL EXPENSES $551,686

Year-over-Year Comparison

2025 2024 Change
Revenue $710,521 $342,441 +1.1%
Expenses $551,686 $479,441 +0.2%
Net Income $158,835 $-137,000 -2.2%
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
14
Independent Members
14
Employees
2
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
3
$94,342
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TIFFANY HANSON PRESIDENT, TREASURER 1.00
Officer Director
$0 $0 $0
ERIN OLSON SECRETARY 1.00
Officer Director
$0 $0 $0
LORI REYNOLDS BOARD MEMBER 1.00
Director
$0 $0 $0
TOM PELUSO BOARD MEMBER 1.00
Director
$0 $0 $0
PATTY YODER BOARD MEMBER 1.00
Director
$0 $0 $0
RANDY LYNES BOARD MEMBER 1.00
Director
$0 $0 $0
DIANE STINGER BOARD MEMBER 1.00
Director
$0 $0 $0
DAWN JACKSON BOARD MEMBER 1.00
Director
$0 $0 $0
COLLEEN KONOPATZKE BOARD MEMBER 1.00
Director
$0 $0 $0
CRYSTAL LAUFER BOARD MEMBER 1.00
Director
$0 $0 $0
CINDY FITZPATRICK BOARD MEMBER 1.00
Director
$0 $0 $0
GARY MIHELISH DMD BOARD MEMBER 1.00
Director
$0 $0 $0
SUZIN KRATINA BOARD MEMBER 1.00
Director
$0 $0 $0
CORY SONNEMANN MD BOARD MEMBER 1.00
Director
$0 $0 $0
MATT KUNTZ EXECUTIVE DIRECTOR 40.00
Officer
$94,342 $0 $94,342
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 $710,521 $551,686 $3,087,841 $158,835
2024 $342,441 $479,441 $2,923,472 $-137,000
2023 $261,157 $399,896 $2,962,868 $-138,739
2022 $2,723,904 $393,608 $3,013,055 $2,330,296
2022 $406,139 $393,608 $695,290 $12,531
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
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