MONTANA BANKERS ASSOCIATION

As filed

Subsection

06

Classification

2000

Street

1 N LAST CHANCE GULCH STE 4

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2023

• EDUCATIONAL CONFERENCES FOR MEMBERS - ONE OF THE MONTANA BANKERSASSOCIATION'S MAJOR MISSIONS IS TO ENHANCE THE ROLE OF COMMUNITY BANKSAS PREEMINENT PROVIDERS OF FINANCIAL SERVICES THROUGH EDUCATIONPROGRAMS.TO MEET CONTINUING CHANGING MEMBER NEEDS FOR TRAINING AND PROFESSIONALANNUAL CONVENTION FOR MEMBERS - AS STATED IN THE ASSOCIATION'S BYLAWS,DEVELOPMENT, THE MONTANA BANKERS ASSOCIATION PROVIDES A VARIETY OFEDUCATION OPPORTUNITIES FOR MEMBER BANKS AND THEIR EMPLOYEES TO IMPROVEBANK PERFORMANCE BY ENHANCING THEIR DIRECTORS', MANAGERS', ANDEMPLOYEES' KNOWLEDGE AND SKILLS. MONTANA BANKERS ASSOCIATION EDUCATIONCONFERENCES PROVIDE TRAINING IN ALL KEY AREAS OF BANKING, WITH QUALITYCONTENT DEVELOPED BY LEADING INDUSTRY EXPERTS AND DELIVERED THROUGHSEVERAL 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 WELFAREAND USEFULNESS OF THE BANKING INDUSTRY IN MONTANA: TO GIVEOPPORTUNITIES FOR OPEN DISCUSSION AND LAWFUL INTERCHANGE OF INFORMATIONABOUT ALL FACETS OF THE BANKING INDUSTRY IN MONTANA; TO ACCUMULATE ANDGIVE INFORMATION ABOUT THE BANKING INDUSTRY."THE ANNUAL CONVENTION IS THE MAJOR EVENT TO GATHER MEMBERS TOGETHER TOMEET FOR THE ASSOCIATION'S ABOVE REFERENCED PURPOSES AS WELL AS TOSATISFY THE REQUIREMENT FOR THE ANNUAL MEMBERSHIP MEETING. AT THEANNUAL MEETING THE ASSOCIATION'S OFFICERS REPORT TO THE MEMBERSHIP THEASSOCIATION'S ACTIVITIES AND FINANCES FOR THE PAST YEAR AND PROPOSEDPLAN FOR THE UPCOMING YEAR AND GAIN MEMBER INPUT FOR THE ASSOCATION'S ACTIVITIES.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2023

As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

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. Earlier years are each on their own filing page.

Filings

• 2023

  Revenue

  $764,901

  Expenses

  $730,064

  Contributions

  $388,652

  Grants paid

  $10,100

• 2022

  Revenue

  $745,510

  Expenses

  $691,280

  Contributions

  $365,503

  Grants paid

  $11,608

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $730,559

  Expenses

  $664,455

  Assets (EOY)

  $3,937,615

• 2020 · 990

  Revenue

  $597,289

  Expenses

  $493,109

  Assets (EOY)

  $4,037,278

• 2019 · 990

  Revenue

  $603,045

  Expenses

  $639,615

  Assets (EOY)

  $3,312,164

• 2018 · 990

  Revenue

  $724,070

  Expenses

  $786,640

  Assets (EOY)

  $3,634,824

• 2017 · 990

  Revenue

  $691,322

  Expenses

  $718,390

  Assets (EOY)

  $3,501,057

• 2016 · 990

  Revenue

  $671,024

  Expenses

  $782,594

  Assets (EOY)

  $3,552,089

• 2015 · 990

  Revenue

  $719,972

  Expenses

  $721,069

  Assets (EOY)

  $3,745,522

• 2014 · 990

  Revenue

  $743,135

  Expenses

  $771,568

  Assets (EOY)

  $3,758,341

• 2013 · 990

  Revenue

  $743,326

  Expenses

  $764,136

  Assets (EOY)

  $3,804,166

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $686,291

  Assets (EOY)

  $3,849,071

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

• MONTANA COUNCIL OF ECONOMIC EDUATION

  $8,500

  2023 · GENERAL PROGRAM SUPPORT

• MONTANA COUNCIL OF ECONOMIC EDUCATION

  $8,500

  2022 · GENERAL PROGRAM SUPPORT

Where these grants went next →

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Other IRS files