Associated Employers of Montana Inc

Nonprofit profile at a glance

EIN
810424947
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
Billings, MT, USA
Phone
4062486178
Rating confidence
Limited

Official website

Reported finances

Revenue
$1,685,245
Expenses
$1,279,048
Assets
$3,945,921
Liabilities
$7,585

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

13 people listed

Executive titles in this filing

  • GREG ROADIFER (PRESIDENT)

People named in this filing

  • JACQUELYN AYERS (CHAIR)
  • CRAIG BARTHOLOMEW (PAST CHAIR)
  • TRACY DUFRESNE (BOARD MEMBER)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Associated employers of Montana, inc.'s (ae) stated mission is to provide expert advice, support, information, education and training in employee relations, management, human resources, research and governmental regulations that affect the employer/employee relationship. The goal of our mission is to promote positive employer/employee relationships that lead to a productive and profitable workplace that will ultimately benefit both the employer and the employee.

What it reported doing in 2024

On-site training and development: ae provides on-site classes that are customized to include various hr topics, including: employment, wage and hour laws and regulations; harassment in the workplace; ada/fmla/worker's compensation; and management recruiting, discipline and termination. In addition business development trainings include: leadership and management development; train the trainer; customer service; and managing the generation gap. During the fiscal year ended may 31, 2025, ae conducted on-site training at over 68 businesses focusing on eleven different topics with 50% of the businesses receiving assistance in leadership and management development.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 90
  • Accountability: 94
  • Sustainability: 79
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 6 of 7 controls in place; rating input score 86
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 24.1%; rating input score 80; 80th percentile among comparable filings
  • Total-asset coverage ratio: 3.09; rating input score 76; 76th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 78; 78th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 81; 81st percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 6.2% per year; rating input score 100; 50th percentile among comparable filings
  • Asset growth: 18% per year; rating input score 100; 78th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: 12 of 12 board members independent · 6 of 7 filing controls reported
  • Programs: 4 filed program accomplishments · $119K in reported program spending
  • Leadership: top reported pay $0 · 13 people listed
  • Highest-paid contractors: 1 contractor listed · $1.1M reported
  • Consistency: 10 of 10 current checks pass
  • Schedules: 5 filed schedules
  • Filing history: 15 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Related organizations: 4 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.