LABORERS AGC APPRENTICESHIP TRAINING & WORK PREPAREDNESS TRUST OF MONTANA (EIN 916095385) - 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

1970

Legal Domicile

Principal Officer

RICHARD J MORRISON

Phone

5095345625

Tax Period

2024-04-01 to 2025-03-31

LABORERS AGC APPRENTICESHIP TRAINING & WORK PREPAREDNESS TRUST OF MONTANA, founded in 1970, is a small nonprofit in the Employment sector that reported $354K in total revenue in fiscal year 2024. Expenses of $333K left a modest 6% surplus.

Mission

TRAINING FOR APPRENTICES AND JOURNEYMEN.

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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 $352,971

Investment Income $772

Other Revenue $317

TOTAL REVENUE $354,060

Expense Breakdown

Grants Paid $0

Salaries & Benefits $152,108

Fundraising Expenses $0

Program Expenses $333,030

Other Expenses $180,922

TOTAL EXPENSES $333,030

Year-over-Year Comparison

	2024	2023	Change
Revenue	$354,060	$337,413	+0.0%
Expenses	$333,030	$344,733	0.0%
Net Income	$21,030	$-7,320	-3.9%

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
RICHARD J MORRISON	CHAIRMAN	1.00	Officer Director	$0	$0	$0
MICKEY MULHOLLAND	SECRETARY	1.00	Officer Director	$0	$0	$0
NICK PATCH	TRUSTEE	1.00	Director	$0	$0	$0
CODY MORRITT	TRUSTEE	1.00	Director	$0	$0	$0
ADAM HAIGHT	TRUSTEE	1.00	Director	$0	$0	$0
ZACH CLINCH	TRUSTEE	1.00	Director	$0	$0	$0
JOSH SPEER	TRAINING 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	$354,060	$333,030	$115,191	$21,030
2024	$337,413	$344,733	$118,138	$-7,320
2023	$294,944	$323,894	$127,819	$-28,950
2022	$276,716	$376,341	$152,907	$-99,625
2021	$388,456	$388,508	$252,774	$-52
2020	$363,493	$453,781	$243,980	$-90,288
2019	$453,131	$449,556	$363,477	$3,575
2018	$332,275	$396,131	$345,899	$-63,856

LABORERS AGC APPRENTICESHIP TRAINING & WORK PREPAREDNESS TRUST OF MONTANA