Form 990 for tax year 2023
Filed by MONTANA BUDGET AND POLICY CENTER.
Totals
- Total revenue
- $1,324,000
- Total expenses
- $1,114,954
- Contributions and grants received
- $1,281,197
- Grants paid
- $65,000
- Program service revenue
- $0
- Investment income
- $35,019
- Other revenue
- $7,784
- Total assets, end of year
- $1,545,573
- Total liabilities, end of year
- $83,834
- Net assets or fund balances, end of year
- $1,461,739
- Program services expenses (Part IX)
- $987,160
- Management and general expenses
- $94,161
- Fundraising expenses
- $33,633
- Program service expenses (Part III)
- $987,160
Program services were 88.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$1,281,197
-
3 · Investment income
total $35,019 · related or exempt $35,019
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: CONTRACT SERVICES
total $7,784 · related or exempt $7,784
-
11e · Other revenue, total
$7,784
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $65,000 · program services $65,000
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $116,523 · program services $102,540 · management and general $10,487 · fundraising $3,496
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $616,863 · program services $542,841 · management and general $55,518 · fundraising $18,504
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $95,800 · program services $84,305 · management and general $8,621 · fundraising $2,874
-
10 · Payroll taxes
total $60,657 · program services $53,378 · management and general $5,459 · fundraising $1,820
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $21,999 · program services $19,360 · management and general $1,980 · fundraising $659
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $16,092 · program services $14,160 · management and general $1,449 · fundraising $483
-
12 · Advertising and promotion
total $12,785 · program services $11,251 · management and general $1,150 · fundraising $384
-
13 · Office expenses
total $45,395 · program services $39,947 · management and general $4,086 · fundraising $1,362
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $22,555 · program services $19,849 · management and general $2,030 · fundraising $676
-
17 · Travel
total $26,637 · program services $23,438 · management and general $2,399 · fundraising $800
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $6,496 · program services $5,717 · management and general $584 · fundraising $195
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $1,799 · program services $1,582 · management and general $163 · fundraising $54
-
24a · Other expenses: MISCELLANEOUS
total $2,604 · program services $2,292 · management and general $235 · fundraising $77
-
24b · Other expenses: MISC FUNDRAISING
total $2,249 · fundraising $2,249
-
24c · Other expenses: PROGRAM EXPENSE
total $1,500 · program services $1,500
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,145,416 · end of year $217,282
-
2 · Savings and temporary cash investments
beginning of year $163,621 · end of year $1,137,272
-
3 · Pledges and grants receivable
end of year $170,000
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $7,184 · end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $20,434 · end of year $21,019
-
17 · Accounts payable and accrued expenses
beginning of year $64,523 · end of year $63,810
-
25 · Other liabilities
beginning of year $19,439 · end of year $20,024
-
27 · Net assets without donor restrictions
beginning of year $932,293 · end of year $810,529
-
28 · Net assets with donor restrictions
beginning of year $320,400 · end of year $651,210
Mission and programs · 2023
Mission
To advance responsible tax, budget, and economic policies through credible research and analysis in order to promote opportunity and fairness for all Montanans.
-
MBPCs mission is to advance responsible tax, budget, and economic policies through credible research and analysis in order to promote opportunity and fairness for all Montanans. The Montana Budget & Policy Center produced a dozen reports on budget and tax issues impacting those experiencing poverty; disseminated the research and analysis to a wide variety of audiences; conducted outreach to partners, impacted individuals, community leaders, and policy makers; and gave multiple presentations on a range of public policy issues. MONTANA KIDS COUNT, NORTH DAKOTA KIDS COUNT, AND SOUTH DAKOTA KIDS COUNT ARE PROJECTS OF THE MONTANA BUDGET & BUDGET & POLICY CENTER, PROVIDING RELIABLE DATA AND ANALYSIS ON CHILD WELL-BEING IN THE THREE STATE REGION.
Expenses $987,160 · Grants $65,000 · Revenue $1,281,197
As filed on the 2023 return.
Listed in Part VII
-
Heather O'LoughlinHEATHER O'LOUGHLIN
Executive Dir.
- Total calculated
- $114,360
- From this org
- $103,045
- From related orgs
- $0
- Other
- $11,315
- Hours/week
- 40
-
Madalyn QuinlanMADALYN QUINLAN
President
- Total calculated
- $0
- Hours/week
- 2
-
Courtney SmithCOURTNEY SMITH
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Mandy Smoker BroaddusMANDY SMOKER BROADDUS
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Sheila RiceSHEILA RICE
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Doug MitchellDOUG MITCHELL
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Lila FleishmanLILA FLEISHMAN
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Cinda IronmakerCINDA IRONMAKER
MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
James Steele JrJAMES STEELE JR
Vice President
- Total calculated
- $0
- Hours/week
- 2
-
Nicole Gomez PatalanoNICOLE GOMEZ PATALANO
MEMBER
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$50,000
GENERAL
-
MONTANA WOMEN VOTE
$15,000
GENERAL
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 20 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202530799349300623
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