WESTERN MONTANA CHAPTER FOR PREVENTION OF ELDER ABUSE

EIN: 810537534 501(c)(3) Human Services

MISSOULA, MT

Total Revenue
$825,453
Total Expenses
$685,536
Total Assets
$786,440
Net Assets
$782,363
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2001
Legal Domicile
MT
Principal Officer
MELISSA STIEGLER
Phone
4063277886
Tax Period
2024-01-01 to 2024-12-31

WESTERN MONTANA CHAPTER FOR PREVENTION OF ELDER ABUSE, founded in 2001, is a small nonprofit in the Human Services sector that reported $825K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $140K, a strong 17% operating margin.

Mission

The Western Montana Chapter is a Nonprofit organization dedicated to providing clients with professional services. We act as a neutral, objective third party, focusing on the best interests of the client through sustainable management of assets and comprehensive case management.

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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 (2024)

Revenue Breakdown

Contributions & Grants $8,466
Program Service Revenue $814,488
Investment Income $2,499
Other Revenue $0
TOTAL REVENUE $825,453

Expense Breakdown

Grants Paid $0
Salaries & Benefits $469,486
Fundraising Expenses $0
Program Expenses $542,309
Other Expenses $216,050
TOTAL EXPENSES $685,536

Year-over-Year Comparison

2024 2023 Change
Revenue $825,453 $720,443 +0.1%
Expenses $685,536 $571,086 +0.2%
Net Income $139,917 $149,357 -0.1%
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

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Liquidity & Cash Position

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Governance

Voting Members
7
Independent Members
7
Employees
9
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
$62,336
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MELISSA STIEGLER Executive Dir. 40.00
Officer
$55,584 $6,752 $62,336
NED VASQUEZ Treasurer 0.15
Director
$0 $0 $0
JENECE SHARKEY Vice President 0.15
Director
$0 $0 $0
AUSTIN HOBZA BOARD MEMBER 0.15
Director
$0 $0 $0
NICOLE RIEKER BOARD MEMBER 0.15
Director
$0 $0 $0
BRIAN SMITH President 0.15
Director
$0 $0 $0
KIM WILLIAMS BOARD MEMBER 0.15
Director
$0 $0 $0
LYNNE MICKELSON Secretary 0.15
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
2024 $825,453 $685,536 $786,440 $139,917
2023 $720,443 $571,086 $647,604 $149,357
2022 $665,711 $731,464 $497,813 $-65,753
2021 $625,894 $473,356 $562,496 $152,538
2020 $566,505 $534,216 $413,475 $32,289
2019 $474,944 $602,199 $379,144 $-127,255
2018 $576,690 $430,618 $506,113 $146,072
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