MONTANA STATE ELKS ASSOCIATION CHARITABLE TRUST (EIN 816011740) - Form 990 Financial Analysis & Trantor Score

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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

1965

Legal Domicile

Principal Officer

MARIA SNOW

Phone

4067880698

Tax Period

2024-07-01 to 2025-06-30

MONTANA STATE ELKS ASSOCIATION CHARITABLE TRUST, founded in 1965, is a small nonprofit in the Education sector that reported $190K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $78K, a strong 41% operating margin.

Mission

COLLEGE SCHOLARSHIPS FOR MONTANA HIGH SCHOOL STUDENTS, DONATION OF MEDICAL EQUIPMENT FOR SMALL HOSPITALS IN MONTANA, AND DEVELOPMENT OF PROGRAMS BENEFITING THE YOUTH IN COMMUNITIES THROUGHOUT MONTANA

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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 (2024)

Revenue Breakdown

Contributions & Grants $136,936

Program Service Revenue $0

Investment Income $53,458

Other Revenue $0

TOTAL REVENUE $190,394

Expense Breakdown

Grants Paid $66,041

Salaries & Benefits $4,000

Fundraising Expenses $0

Program Expenses $81,230

Other Expenses $42,363

TOTAL EXPENSES $112,404

Year-over-Year Comparison

	2024	2023	Change
Revenue	$190,394	$165,473	+0.2%
Expenses	$112,404	$158,236	-0.3%
Net Income	$77,990	$7,237	+9.8%

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

N/A

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

$4,000

Total Directors

$4,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIA SNOW	Treasurer	2.00	Officer Director	$2,000	$0	$2,000
SUE THARIO	Secretary	2.00	Officer Director	$2,000	$0	$2,000
GORDON SIRRINE	President	1.00	Officer Director	$0	$0	$0
JAMES HARTER	1ST VICE PRES	1.00	Officer Director	$0	$0	$0
JUSTIN KALMBACH	2ND VICE PRES	1.00	Officer Director	$0	$0	$0
GALEN JAEGER	Trustee	1.00	Director	$0	$0	$0
BILL WRIGHT	Trustee	1.00	Director	$0	$0	$0
BELINDA SCHWEIGERT	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	$190,394	$112,404	$1,096,164	$77,990
2024	$165,473	$158,236	$2,380,231	$7,237
2023	$184,199	$117,916	$2,143,343	$66,283
2022	$170,617	$139,985	$2,051,341	$30,632
2021	$334,094	$64,106	$2,231,409	$269,988
2020	$134,928	$102,830	$1,411,175	$32,098
2019	$153,748	$94,932	$694,710	$58,816
2018	$127,821	$103,391	$635,894	$24,430

MONTANA STATE ELKS ASSOCIATION CHARITABLE TRUST