MONTANA OPERATING ENG CONST & MINING INDUSTRY HEALTH & SECURITY TRUST

EIN: 816009559

SPOKANE, WA

Total Revenue
$10,090,120
Total Expenses
$10,899,377
Total Assets
$14,462,075
Net Assets
$6,783,767
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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
1959
Legal Domicile
MT
Principal Officer
STEVE GROSS
Phone
5093280300
Tax Period
2024-06-01 to 2025-05-31

MONTANA OPERATING ENG CONST & MINING INDUSTRY HEALTH & SECURITY TRUST, founded in 1959, is a mid-sized nonprofit that reported $10.1M in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES

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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 $0
Program Service Revenue $9,800,482
Investment Income $289,602
Other Revenue $36
TOTAL REVENUE $10,090,120

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $338,755
TOTAL EXPENSES $10,899,377

Year-over-Year Comparison

2024 2023 Change
Revenue $10,090,120 $12,159,816 -0.2%
Expenses $10,899,377 $13,086,821 -0.2%
Net Income $-809,257 $-927,005 -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

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
8
Independent Members
2
Employees
N/A
Volunteers
2

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
2
$89,140
Total Directors
9
$89,140
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KYLE SCHELLINGER CHAIRMAN, EMPLOYER TRUSTEE 1.00
Officer Director
$0 $0 $0
STEVE GROSS SECRETARY, EMPLOYEE TRUSTEE 1.00
Officer Director
$0 $0 $89,140
MIKE JOHNSON EMPLOYEE TRUSTEE 1.00
Director
$0 $0 $0
JIM KEANE EMPLOYEE TRUSTEE 1.00
Director
$0 $0 $0
KEVIN MURPHY EMPLOYEE TRUSTEE 1.00
Director
$0 $0 $0
SHAWN COFFIN EMPLOYER TRUSTEE 1.00
Director
$0 $0 $0
MICHELLE COHENS EMPLOYER TRUSTEE 1.00
Director
$0 $0 $0
KEN WOOLEY EMPLOYER TRUSTEE (OUTGOING) 1.00
Director
$0 $0 $0
GARTH WES SESSIONS EMPLOYER 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
2025 $10,090,120 $10,899,377 $14,462,075 $-809,257
2024 $12,159,816 $13,086,821 $14,409,193 $-927,005
2023 $12,713,361 $12,398,153 $14,636,960 $315,208
2022 $12,757,317 $11,698,915 $13,661,186 $1,058,402
2021 $11,682,696 $12,751,318 $14,056,389 $-1,068,622
2020 $13,549,020 $12,496,257 $14,402,252 $1,052,763
2019 $14,537,830 $13,718,670 $13,743,071 $819,160
2018 $12,284,052 $12,474,419 $12,989,590 $-190,367
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