Montana Taxpayers Association
- Assets
- $102.7k
- Revenue
- $200.6k
- Investments
- $0.0
- Employees
- 2
- Location
- Helena, MT
- Founding
- 08/1947
- Data as of
- 10/2024
- EIN
- 81-0171180
Organization Overview
Montana Taxpayers Association is located in Helena, MT. The organization was established in 1947. According to its NTEE Classification (W22) the organization is classified as: Public Finance, Taxation & Monetary Policy, under the broad grouping of Public & Societal Benefit and related organizations. As of 10/2024, Montana Taxpayers Association employed 2 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Montana Taxpayers Association is a 501(c)(4) and as such, is described as a "Civic League, Social Welfare Organization, and Local Association of Employees" by the IRS.
For the year ending 10/2024, Montana Taxpayers Association generated $200.6k in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 8.5% each year. All expenses for the organization totaled $189.1k during the year ending 10/2024. While expenses have increased by 6.4% per year over the past 9 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2024
Describe the Organization's Mission:
Part 3 - Line 1
TO PROMOTE, THROUGH NONPARTISAN AND NONPOLITICAL MEANS IN THE INTEREST OF ALL TAXPAYERS IN THE STATE OF MONTANA, THE DEVELOPMENT OF SOUND TAX POLICY THAT WILL ENHANCE ECONOMIC OPPORTUNITY AND THE GREATEST ECONOMY IN THE EXPENDITURE OF PUBLIC MONEY CONSISTENT WITH THE EFFICIENT PERFORMANCE OF ESSENTIAL PUBLIC SERVICES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE PURPOSES OF THE MTA ARE TO PROMOTE, THROUGH NONPARTISAN AND NONPOLITICAL MEANS IN THE INTEREST OF ALL TAXPAYERS IN THE STATE OF MONTANA, THE DEVELOPMENT OF SOUND TAX POLICY THAT WILL ENHANCE ECONOMIC OPPORTUNITY AND THE GREATEST ECONOMY IN THE EXPENDITURE OF PUBLIC MONEY CONSISTENT WITH THE EFFICIENT PERFORMANCE OF ESSENTIAL PUBLIC SERVICES. THESE PURPOSES WILL BE ACCOMPLISHED BY WORKING WITH GOVERNMENT ENTITIES, INTERESTED GROUPS AND INDIVIDUALS. THE ASSOCIATION WILL: MONITOR ACTIVITIES OF THE LEGISLATURE, STATE AGENCIES, AND OTHER POLICY MAKING BODIES (FEDERAL, STATE AND LOCAL); ADVOCATE FOR GOOD TAX POLICY AND SOUND SPENDING DECISIONS; AND EDUCATE PARTICIPANTS INVOLVED IN POLICY DEVELOPMENT TO ENABLE THEM TO MAKE WELL INFORMED DECISIONS. THE ORGANIZATION SPECIFICALLY ACCOMPLISHES THESE PURPOSES BY HAVING MEMBERSHIP MEETINGS AND PUBLICATIONS TO FURTHER THE UNDERSTANDING OF TAXATION ISSUES, DEFENDING TAXPAYERS' RIGHTS AND LOBBYING IN THE BEST INTEREST OF THE TAXPAYER, AND RESEARCHING FUNDING OF MONTANA PUBLIC ENTITIES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Robert Story Executive Dir. | Officer | 36 | $98,548 |
Kathleen Story Secretary/finan | Officer | 24 | $30,800 |
Tom Ebzery Chairman | OfficerTrustee | 1 | $0 |
David Hoffman Vice Chairman | OfficerTrustee | 1 | $0 |
Nancy Schlepp Treasurer | OfficerTrustee | 1 | $0 |
Kyler Nerison Director | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $164,196 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $842 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $165,038 |
| Total Program Service Revenue | $32,765 |
| Investment income | $83 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $200,593 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $129,348 |
| Compensation of current officers, directors, key employees. | $30,800 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $2,800 |
| Other employee benefits | $2,432 |
| Payroll taxes | $10,075 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $520 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $2,984 |
| Information technology | $11,763 |
| Royalties | $0 |
| Occupancy | $8,061 |
| Travel | $866 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $11,844 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $3,015 |
| All other expenses | $0 |
| Total functional expenses | $189,070 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $83,669 |
| Savings and temporary cash investments | $19,036 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $102,705 |
| Accounts payable and accrued expenses | $3,350 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $3,000 |
| Total liabilities | $6,350 |
| Net assets without donor restrictions | $96,355 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $102,705 |