Montana State Council Shrm Inc

Nonprofit profile at a glance

EIN
830290616
IRS 990-EZ coverage
2022–2025
Forms available
Form 990-EZ 2025
Location
Missoula, MT, USA
Phone
4067503623
Rating
36
Verdict
REVIEW
Rating confidence
Moderate
Sector
Chambers of Commerce & Business Leagues

Reported finances

Revenue
$147,161
Expenses
$159,740
Assets
$11,844

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

23 people listed

Executive titles in this filing

  • ALLYSON MCDONALD (SOUTHWEST MT SHRM PRESIDENT)
  • RAYNE HOOVER (FLATHEAD VALLEY CHAPTER PRESIDENT)
  • CHARLENE NYBERG (BIG SKY SHRM CHAPTER PRESIDENT)
  • GERRI GOVER (YELLOWSTONE VALLEY CHAPTER PRESIDENT)
  • MICHELLE EDMUNDS (HELENA CHAPTER PRESIDENT)
  • MARISA JACOBS (GREAT FALLS CHAPTER PRESIDENT)

People named in this filing

  • ANDRE MEHAN (STATE COUNCIL DIRECTOR)
  • ALONA SIMONOVICH (STATE COUNCIL DIRECTOR ELECT)
  • SARAH RAYMOND (ADMINISTRATIVE DIRECTOR)

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

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Training and education of human resource professionals

What it reported doing in 2025

Montana shrm coordinates with local chapters to assistmember and hr studends with hr certification. We also work with localchapters by porviding an educational grant to help with the purchase of education materials for each chapter to advance the education of their local hr professional members.

Operating model

Revenue model
Earned-program. 96% of the money available for current operations came from fees and other program revenue.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

The verdict

REVIEW - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 1
  • Transparency & Controls: 82
  • Sustainability: 17
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 1.9%; rating input score 2
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -8.5%; rating input score 15; 15th percentile among comparable filings
  • Total-asset coverage ratio: 0.07; rating input score 10; 10th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 8.3% per year; rating input score 100; 58th percentile among comparable filings
  • Asset growth: -32.1% per year; rating input score 0; 4th percentile among comparable filings

Details

  • Where the money goes: 1.9% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments
  • Leadership: top reported pay $0 · 23 people listed
  • Consistency: 5 of 5 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 4 filing years from 2022 to 2025
  • Contacts: How to reach this organization
  • 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.

  • High — Financial Efficiency: Mission deployment rate scored 2/100.
  • High — Sustainability: Operating margin scored 15/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 10/100.