STATE BANKERS ASSOCIATION GROUP BENEFITS

EIN: 810444769

HELENA, MT

Total Revenue
N/A
Total Expenses
$75,485
Total Assets
N/A
Net Assets
N/A
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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
MT
Principal Officer
STEVE TURKIEWICZ
Phone
4064434121
Tax Period
2019-01-01 to 2019-12-31

Mission

THE TRUST WAS ORGANIZED AS A VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION (VEBA). EMPLOYEES OF MONTANA AND WYOMING BANKS ARE ELIGIBLE TO PARTICIPATE IN THE VEBA. THE TRUST PROVIDES FOR HOSPITAL, MEDICAL, SURGICAL, DEATH, OPTICAL AND DENTAL BENEFITS FOR ELIGIBLE MEMBERS.

Program Service Accomplishments

Program 1

GROUP INSURANCE PREMIUMS REMITTED FOR HOSPITAL, MEDICAL, SURGICAL, DEATH, OPTICAL AND DENTAL BENEFITS FOR ELIGIBLE MEMBERS.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $0
TOTAL EXPENSES $75,485

Year-over-Year Comparison

2019 2018 Change
Revenue N/A N/A N/A
Expenses $75,485 N/A N/A
Net Income N/A $0 N/A
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

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Governance

Voting Members
4
Independent Members
4
Employees
N/A
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
1
$0
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAY HAMMOND CHAIRMAN 1.00
Officer Director
$0 $0 $0
BART LANGEMEIER TRUSTEE 1.00
Director
$0 $0 $0
KIM BROOKS TRUSTEE 1.00
Director
$0 $0 $0
GORDON JOHNSON 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
2019 No data $75,485 No data No data
2019 No data No data $91,136 No data
2018 No data No data $108,646 No data
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