MONTANA SHARES INC

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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

1988

Legal Domicile

Principal Officer

William Crane

Phone

4064422218

Tax Period

2025-01-01 to 2025-12-31

MONTANA SHARES INC, founded in 1988, is a micro nonprofit that reported $63K in total revenue in fiscal year 2025. Revenue fell 73% from the prior year — a significant decline worth monitoring. Expenses of $153K exceeded revenue, resulting in a 143% operating deficit.

Mission

A partnership of nonprofit groups devoted to improving the quality of life throughout Montana.

Program Service Accomplishments

Program 1

Expenses: $60,749

TRAINING and TECHNICAL ASSISTANCE:Provide technical assistance, training and coordination of activities in communities and at work places, including electronic pledging campaigns, that in turn...

TRAINING and TECHNICAL ASSISTANCE:Provide technical assistance, training and coordination of activities in communities and at work places, including electronic pledging campaigns, that in turn support the work of Montana Shares and our member groups serving Montanans.

Program 2

Expenses: $56,619

GRANTS TO NONPROFITS: Montana Shares conducts an annual payroll contribution campaign to support the member organizations of our federation. Employees at the work sites have the option of designating their contributions to any of the member groups, to Montana Shares for work with our members, or all of the member groups, or leaving it undesignated.

Program 3

Expenses: $23,635

CAMPAIGNS:Support for our members on a year-round basis.

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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 (2025)

Revenue Breakdown

Contributions & Grants $61,241

Program Service Revenue $0

Investment Income $1,447

Other Revenue $0

TOTAL REVENUE $62,688

Expense Breakdown

Grants Paid $56,619

Salaries & Benefits $76,602

Fundraising Expenses $5,698

Program Expenses $141,003

Other Expenses $19,416

TOTAL EXPENSES $152,637

Year-over-Year Comparison

	2025	2024	Change
Revenue	$62,688	$228,436	-0.7%
Expenses	$152,637	$269,922	-0.4%
Net Income	$-89,949	$-41,486	+1.2%

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

Governance

Voting Members

Independent Members

Employees

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

$45,729

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
William Crane	Executive Dir.	40.00	Officer	$45,729	$0	$45,729
Dr Roch Turner	President	1.00	Officer Director	$0	$0	$0
KELLEY WILLETT	Vice President	1.00	Officer Director	$0	$0	$0
Michelle Rogers	Secretary	1.00	Officer Director	$0	$0	$0
David Cooper	Treasurer	1.00	Officer Director	$0	$0	$0
Bill Matthews	Director	1.00	Director	$0	$0	$0
NIKKI ANDERSEN	Director	1.00	Director	$0	$0	$0
Callie Houck	Director	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
2025	$62,688	$152,637	No data	$-89,949
2024	$228,436	$269,922	$156,209	$-41,486
2023	$280,307	$303,406	$215,812	$-23,099
2022	$271,054	$325,078	$248,619	$-54,024
2021	$271,808	$349,897	$317,555	$-78,089
2020	$356,401	$364,630	$411,287	$-8,229
2019	$322,399	$315,841	$226,650	$6,558
2018	$353,337	$329,763	$211,855	$23,574