MISSOULA EDUCATION ASSOCIATION

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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

1994

Legal Domicile

Principal Officer

KATHRYN BALLOU

Phone

4065461989

Tax Period

2023-09-01 to 2024-08-31

MISSOULA EDUCATION ASSOCIATION, founded in 1994, is a small nonprofit that reported $144K in total revenue in fiscal year 2023. Expenses of $161K exceeded revenue, resulting in a 12% operating deficit.

Mission

TO PROMOTE AND FOSTER IMPROVED EDUCATION OF ELEMENTARY AND SECONDARY STUDENTS.

Program Service Accomplishments

Program 1

MISSOULA EDUCATION ASSOCIATION BEGAN ON SEPTEMBER 1, 1994. THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO PROMOTE AND FOSTER IMPROVED EDUCATION OF ELEMENTARY AND SECONDARY STUDENTS.FOR THE FISCAL YEAR ENDING 08/31/2024, WE SUCCESSFULLY:- COLLABORATED WITH OUR DISTRICT TO ONBOARD AND WELCOME NEW STAFF TO OUR DISTRICT THROUGHOUT THE SCHOOL YEAR- ENGAGED NEW TEACHERS IN OUR UNION AND INFORMED THEM ABOUT WHAT OUR UNION IS ABOUT AND THE ROLE IT PLAYS FOR THEM.- WORKED WITH THE MISSOULA EDUCATION FOUNDATION, CURRENT AND RETIRED MEA REPRESENTATIVES, TO AWARD INNOVATIVE CLASSROOM GRANTS TO MCPS EDUCATORS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $38,170

Program Service Revenue $99,709

Investment Income $156

Other Revenue $5,787

TOTAL REVENUE $143,822

Expense Breakdown

Grants Paid $0

Salaries & Benefits $141,179

Fundraising Expenses $0

Other Expenses $19,905

TOTAL EXPENSES $161,084

Year-over-Year Comparison

	2023	2022	Change
Revenue	$143,822	$139,968	+0.0%
Expenses	$161,084	$169,561	0.0%
Net Income	$-17,262	$-29,593	-0.4%

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

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

$137,731

Total Directors

$139,681

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHRYN BALLOU	President	40.00	Officer Director	$15,899	$118,677	$134,576
JENNIFER MOLLOY	Treasurer	2.00	Officer Director	$1,450	$1,450	$2,900
KASEY DIRNBERGER	Director	0.25	Director	$0	$150	$150
Rhonda Krouse	Director	0.25	Director	$0	$150	$150
Brianna Hougard	Director	0.25	Director	$0	$150	$150
Olivia DeJohn	Director	0.25	Director	$0	$150	$150
Dianne McBride	Director	0.25	Director	$0	$150	$150
Errin River	Director	0.25	Director	$0	$150	$150
Junell Lawrence	Director	0.25	Director	$0	$150	$150
SARA MANNING	Director	0.25	Director	$0	$135	$135
Melissa Shepard	Director	0.25	Director	$0	$135	$135
Lindsey Kuntz	Director	0.25	Director	$0	$135	$135
Maria Ahnen	Director	0.25	Director	$0	$135	$135
Shannon Judge	Vice President	2.00	Officer Director	$0	$135	$135
Bethany Nagel	Director	0.25	Director	$0	$120	$120
Niki Vanek	Director	0.25	Director	$0	$120	$120
Kristin Zschaechner	EL REP AT LARGE	1.00	Officer Director	$0	$120	$120
SARAH DEGRANDPRE	Director	0.25	Director	$0	$120	$120
DOUG ROSSBERG	CO-VP	2.00	Officer Director	$0	$0	$0
MELISSA BOYS	HS REP-AT-LARGE	1.00	Officer Director	$0	$0	$0
SCOTT CHOOK	MS REP-AT-LARGE	1.00	Officer Director	$0	$0	$0
Amanda Powers	Director	0.25	Director	$0	$0	$0
Amanda Ranstrom	Director	0.25	Director	$0	$0	$0
Nick Shepherd	Director	0.25	Director	$0	$0	$0
Andy Mogan	Director	0.25	Director	$0	$0	$0
Garth Smith	Director	0.25	Director	$0	$0	$0
Rita Coates	Director	0.25	Director	$0	$0	$0
ANGIE PALIN	Secretary	1.00	Officer Director	$0	$0	$0
Camille Barraclough	Director	0.25	Director	$0	$0	$0
Tim Nielson	Director	0.25	Director	$0	$0	$0
ALEX ROTZAL	Director	0.25	Director	$0	$0	$0
BRITT LOWNEY	Director	0.25	Director	$0	$0	$0
MATT CLAUSEN	Director	0.25	Director	$0	$0	$0
ELIZABETH FESSLER	Director	0.25	Director	$0	$0	$0
LISA THOMAS	Director	0.25	Director	$0	$0	$0
MIKE HERIZA	Director	0.25	Director	$0	$0	$0
PETEY TORMA	Director	0.25	Director	$0	$0	$0
KELLY WEINGART	Director	0.25	Director	$0	$0	$0
JACKIE WOOD	Director	0.25	Director	$0	$0	$0
BONNIE SCHRAEDER	Director	0.25	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	No data	No data	No data	No data
2024	$143,822	$161,084	$282,537	$-17,262
2023	$139,968	$169,561	$298,494	$-29,593
2022	$256,968	$283,755	$335,452	$-26,787
2021	$317,890	$314,187	$369,595	$3,703
2020	$360,519	$472,614	$362,299	$-112,095
2019	$284,333	$160,278	$466,834	$124,055
2018	$444,601	$235,117	$334,975	$209,484