MOUNTAIN STATES EMPLOYERS COUNCIL INC (EIN 840172643) - 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

1939

Legal Domicile

Principal Officer

KIMBERLEY S KOY

Phone

3032235419

Tax Period

2024-01-01 to 2024-12-31

MOUNTAIN STATES EMPLOYERS COUNCIL INC, founded in 1939, is a mid-sized nonprofit that reported $21.1M in total revenue in fiscal year 2024. Expenses of $19.2M left a modest 9% surplus.

Mission

TO PARTNER WITH EMPLOYERS TO GROW EXCEPTIONAL WORKPLACES.

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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 $0

Program Service Revenue $15,008,862

Investment Income $2,627,324

Other Revenue $3,482,174

TOTAL REVENUE $21,118,360

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,780,782

Fundraising Expenses $0

Other Expenses $8,371,017

TOTAL EXPENSES $19,151,799

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,118,360	$20,958,467	+0.0%
Expenses	$19,151,799	$17,693,582	+0.1%
Net Income	$1,966,561	$3,264,885	-0.4%

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

201

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

$1,578,426

Total Directors

$530,124

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIMBERLY KOY	PRESIDENT/CEO	40.00	Officer Director	$475,775	$54,349	$530,124
KEVIN O'NEIL	BOARD CHAIR	1.00	Director	$0	$0	$0
CHRISTOPHER SHERRY	VICE CHAIR	1.00	Director	$0	$0	$0
NORM FRANKE	DIRECTOR	1.00	Director	$0	$0	$0
TRACI LOUNSBURY	DIRECTOR	1.00	Director	$0	$0	$0
ROYAL LOVELL	DIRECTOR	1.00	Director	$0	$0	$0
ADAM SHERRY	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA KOTRYS	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS MANLEY	DIRECTOR	1.00	Director	$0	$0	$0
KARLA GRAZIER	DIRECTOR	1.00	Director	$0	$0	$0
MARCO ABARCA	DIRECTOR	1.00	Director	$0	$0	$0
MARCIA VEIDMARK	DIRECTOR	1.00	Director	$0	$0	$0
BOYD WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
DICK ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE JACOBSON	CHIEF OPERATING OFFICER	40.00	Officer	$276,158	$21,877	$298,035
KRISTIN BORREGO	VP OF CONSULTING SERVICES	40.00	Officer	$204,615	$56,197	$260,812
MARNEL MOLA	VP OF ADMINISTRATION	40.00	Officer	$224,545	$20,748	$245,293
GLENN PELSTER	VP OF MEMBERSHIP	40.00	Officer	$216,227	$27,935	$244,162
JONATHAN GULLY	TECHNOLOGY SERVICES DIRECTOR	40.00	Highest	$147,255	$23,518	$170,773
GEORGE RUSSO	CO MEMBERSHIP DIRECTOR	40.00	Highest	$183,094	$52,958	$236,052
TINA HARKNESS	GENERAL COUNCIL	40.00	Highest	$199,809	$38,201	$238,010
LAURA WOODS	TRAINING & EVENTS DIRECTOR	40.00	Highest	$179,769	$31,695	$211,464
VALORIE WALDON	MEMBER EXPERIENCE DIRECTOR	40.00	Highest	$205,789	$18,163	$223,952

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	$21,118,360	$19,151,799	$76,575,349	$1,966,561
2023	$20,958,467	$17,693,582	$64,701,245	$3,264,885
2022	$19,749,628	$16,749,343	$55,798,307	$3,000,285
2021	$36,504,782	$17,650,544	$41,916,661	$18,854,238
2020	$20,336,645	$20,112,227	$23,814,809	$224,418
2019	$25,227,366	$22,912,664	$23,497,416	$2,314,702
2018	$22,433,371	$22,177,741	$21,488,441	$255,630

MOUNTAIN STATES EMPLOYERS COUNCIL INC