Form 990 for tax year 2022

Totals

Total revenue

$745,510

Total expenses

$691,280

Contributions and grants received

$365,503

Grants paid

$11,608

Program service revenue

$363,050

Investment income

$16,957

Other revenue

$0

Total assets, end of year

$4,287,119

Total liabilities, end of year

$7,964

Net assets or fund balances, end of year

$4,279,155

Program services expenses (Part IX)

— not reported

Management and general expenses

— not reported

Fundraising expenses

— not reported

Program service expenses (Part III)

— not reported

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.

Mission and programs · 2022

• EDUCATIONAL CONFERENCES FOR MEMBERS - ONE OF THE MONTANA BANKERS ASSOCIATION'S MAJOR MISSIONS IS TO ENHANCE THE ROLE OF COMMUNITY BANKS AS PREEMINENT PROVIDERS OF FINANCIAL SERVICES THROUGH EDUCATION PROGRAMS. TO MEET CONTINUING CHANGING MEMBER NEEDS FOR TRAINING AND PROFESSIONAL DEVELOPMENT, THE MONTANA BANKERS ASSOCIATION PROVIDES A VARIETY OF EDUCATION OPPORTUNITIES FOR MEMBER BANKS AND THEIR EMPLOYEES TO IMPROVE BANK PERFORMANCE BY ENHANCING THEIR DIRECTORS', MANAGERS', AND EMPLOYEES' KNOWLEDGE AND SKILLS. MONTANA BANKERS ASSOCIATION EDUCATION CONFERENCES PROVIDE TRAINING IN ALL KEY AREAS OF BANKING, WITH QUALITY CONTENT DEVELOPED BY LEADING INDUSTRY EXPERTS AND DELIVERED THROUGH SEVERAL CHANNELS INCLUDING FACE-TO-FACE, E-LEARNING, WEB-BASED AND TELEPHONE CONFERENCE PROGRAMS.

• ANNUAL CONVENTION FOR MEMBERS - AS STATED IN THE ASSOCIATION'S BYLAWS, "THE (ASSOCIATION'S) PURPOSE, SHALL BE TO PROMOTE THE GENERAL WELFARE AND USEFULNESS OF THE BANKING INDUSTRY IN MONTANA: TO GIVE OPPORTUNITIES FOR OPEN DISCUSSION AND LAWFUL INTERCHANGE OF INFORMATION ABOUT ALL FACETS OF THE BANKING INDUSTRY IN MONTANA; TO ACCUMULATE AND GIVE INFORMATION ABOUT THE BANKING INDUSTRY."THE ANNUAL CONVENTION IS THE MAJOR EVENT TO GATHER MEMBERS TOGETHER TO MEET FOR THE ASSOCIATION'S ABOVE REFERENCED PURPOSES AS WELL AS TO SATISFY THE REQUIREMENT FOR THE ANNUAL MEMBERSHIP MEETING. AT THE ANNUAL MEETING THE ASSOCIATION'S OFFICERS REPORT TO THE MEMBERSHIP THE ASSOCIATION'S ACTIVITIES AND FINANCES FOR THE PAST YEAR AND PROPOSED PLAN FOR THE UPCOMING YEAR AND GAIN MEMBER INPUT FOR THE ASSOCIATION'S ACTIVITIES.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

• MONTANA COUNCIL OF ECONOMIC EDUCATION

  $8,500

  GENERAL PROGRAM SUPPORT

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Provenance

Return type

form_990

Tax year

2022

Filed

4 March 2024

IRS schema version

2022v5.0

Source object

202420689349301522

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