MONTANA EMPLOYEE VACATION SAVINGS PLAN (EIN 911041556) - 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

1968

Legal Domicile

Principal Officer

ADAM HAIGHT

Phone

8008728979

Tax Period

2024-06-01 to 2025-05-31

MONTANA EMPLOYEE VACATION SAVINGS PLAN, founded in 1968, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $1.1M left a modest 11% surplus.

Mission

TO PROVIDE VACATION BENEFITS TO ELIGIBLE PARTICIPANTS.

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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 $1,135,606

Investment Income $43,191

Other Revenue $27,596

TOTAL REVENUE $1,206,393

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $82,277

TOTAL EXPENSES $1,077,815

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,206,393	$1,105,853	+0.1%
Expenses	$1,077,815	$1,439,140	-0.3%
Net Income	$128,578	$-333,287	-1.4%

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

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

$100,393

Total Directors

$204,834

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM HAIGHT	CHAIRMAN, UNION TRUSTEE	1.00	Officer Director	$0	$24,143	$100,393
RICHARD MORRISON	SECRETARY, EMPLOYER TRUSTEE	1.00	Officer Director	$0	$0	$0
MIKE BAKER	UNION TRUSTEE	1.00	Director	$0	$32,026	$104,441
CODY MORRITT	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
NICK PATCH	EMPLOYER TRUSTEE (OUTGOING)	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	$1,206,393	$1,077,815	$1,640,560	$128,578
2024	$1,105,853	$1,439,140	$1,496,866	$-333,287
2023	$1,543,631	$1,667,098	$1,842,380	$-123,467
2022	$1,654,633	$2,009,061	$1,981,675	$-354,428
2021	$2,128,254	$1,890,306	$2,383,275	$237,948
2020	$2,346,295	$2,729,843	$2,150,665	$-383,548
2019	$2,515,581	$2,467,189	$2,520,865	$48,392
2018	$2,358,830	$2,314,167	$2,166,177	$44,663

MONTANA EMPLOYEE VACATION SAVINGS PLAN