UNIVERSITY FACULTY ASSOCIATION LOCAL 119 OF THE MFPE (EIN 816013891) - 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

1978

Legal Domicile

Principal Officer

TOBIN MILLER SHEARER

Phone

4062436592

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY FACULTY ASSOCIATION LOCAL 119 OF THE MFPE, founded in 1978, is a small nonprofit that reported $343K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $58K, a strong 17% operating margin.

Mission

The University Faculty Association, Local 119 of the MFPE is the faculty union for faculty at The University of Montana. It bargains for and maintains the contract for faculty. It helps the faculty with any grievances with the University Administration.

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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 $306,062

Program Service Revenue $0

Investment Income $37,027

Other Revenue $0

TOTAL REVENUE $343,089

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,516

Fundraising Expenses $0

Program Expenses $246,026

Other Expenses $281,418

TOTAL EXPENSES $284,934

Year-over-Year Comparison

	2024	2023	Change
Revenue	$343,089	$300,128	+0.1%
Expenses	$284,934	$274,488	+0.0%
Net Income	$58,155	$25,640	+1.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLEN SZALDA-PETREE	President	5.00	Officer Director	$0	$0	$0
AMY GLASPEY	Vice President	5.00	Officer Director	$0	$0	$0
LEORA BAR-EL	Secretary	5.00	Officer Director	$0	$0	$0
MARK KAYLL	Treasurer	5.00	Officer Director	$0	$0	$0
AMANDA DAWSEY	GRIEVANCE OFF.	5.00	Officer Director	$0	$0	$0
CHARLIE PALMER	COMPLAINT OFF.	5.00	Officer Director	$0	$0	$0
ROBERT STUBBLEFIELD	PROGRAM ADVOC.	5.00	Officer Director	$0	$0	$0
BROOKE MARTIN	TRADES/LABOR	5.00	Officer Director	$0	$0	$0
TOBIN ADDINGTON	AT LARGE	5.00	Director	$0	$0	$0
RICK DARNELL	AT LARGE	5.00	Director	$0	$0	$0
JOEL IVERSON	AT LARGE	5.00	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	$343,089	$284,934	$962,572	$58,155
2024	$300,128	$274,488	$898,790	$25,640
2023	$291,995	$241,770	$807,717	$50,225
2022	$310,119	$260,230	$734,803	$49,889
2021	$401,735	$231,852	$808,225	$169,883
2020	$381,248	$341,477	$637,119	$39,771
2019	$316,754	$326,404	$585,837	$-9,650
2018	$368,723	$386,744	$579,335	$-18,021

UNIVERSITY FACULTY ASSOCIATION LOCAL 119 OF THE MFPE