UNIVERSITY OF MONTANA ALUMNI ASSOCIATION (EIN 816019529) - 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

1901

Legal Domicile

Principal Officer

LEANN S LAYTON

Phone

4062435211

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF MONTANA ALUMNI ASSOCIATION, founded in 1901, is a small nonprofit that reported $127K in total revenue in fiscal year 2024. Revenue fell 59% from the prior year — a significant decline worth monitoring. Expenses of $234K exceeded revenue, resulting in a 84% operating deficit.

Mission

THE UNIVERSITY OF MONTANA ALUMNI ASSOCIATION NURTURES LIFELONG RELATIONSHIPS BETWEEN ALUMNI AND THE UNIVERSITY, THE UNIVERSITY WITH ALUMNI AND ALUMNI WITH EACH OTHER. THE ASSOCIATION SERVES ALUMNI WORLDWIDE, AND ALL ALUMNI ARE MEMBERS.

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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 $78,813

Program Service Revenue $31,631

Investment Income $1,635

Other Revenue $15,000

TOTAL REVENUE $127,079

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $180,655

Other Expenses $216,806

TOTAL EXPENSES $233,894

Year-over-Year Comparison

	2024	2023	Change
Revenue	$127,079	$312,712	-0.6%
Expenses	$233,894	$190,769	+0.2%
Net Income	$-106,815	$121,943	-1.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIN BILLINGS	CHAIR	2.00	Officer Director	$0	$0	$0
SEAN MORRISON	VICE CHAIR	2.00	Officer Director	$0	$0	$0
LILLIAN ALVERNAZ	DIRECTOR	2.00	Director	$0	$0	$0
VANESSA BUCKLIN	DIRECTOR	2.00	Director	$0	$0	$0
BRYAN COLLETTE	DIRECTOR	2.00	Director	$0	$0	$0
LISA DEFORS	DIRECTOR	2.00	Director	$0	$0	$0
JEFF EDMUNDS	DIRECTOR	2.00	Director	$0	$0	$0
WILL KELLOGG	DIRECTOR	2.00	Director	$0	$0	$0
JOSH PETERS-MCBRIDE	DIRECTOR	2.00	Director	$0	$0	$0
TOM MELLOR	DIRECTOR	2.00	Director	$0	$0	$0
JEFF NORTHCUTT	DIRECTOR	2.00	Director	$0	$0	$0
SIRI SMILLIE	DIRECTOR	2.00	Director	$0	$0	$0
PAIGE SPALDING	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT WHEELER	DIRECTOR	2.00	Director	$0	$0	$0
PETER KNOX	DIRECTOR	2.00	Director	$0	$0	$0
MOLLY RICHARDSON	DIRECTOR	2.00	Director	$0	$0	$0
MARLEY TANNER	DIRECTOR	2.00	Director	$0	$0	$0
TIM EHLERT	DIRECTOR	2.00	Director	$0	$0	$0
LEANN LAYTON	DIRECTOR OF ALUMNI RELATIO	40.00	Officer	$0	$0	$0
JODI MOREAU	ASSOCIATE DIRECTOR	40.00	Officer	$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	$127,079	$233,894	$1,777,536	$-106,815
2024	$312,712	$190,769	$1,837,522	$121,943
2023	$303,238	$178,537	$1,544,821	$124,701
2022	$111,081	$62,110	$1,366,002	$48,971
2021	$92,404	$34,964	$1,284,581	$57,440
2020	$163,706	$157,053	$1,093,479	$6,653
2019	$167,575	$169,611	$1,126,615	$-2,036
2018	$167,561	$178,502	$1,130,209	$-10,941

UNIVERSITY OF MONTANA ALUMNI ASSOCIATION