Montana Tavern Association
- Assets
- $946.8k
- Revenue
- $343.1k
- Investments
- $0.0
- Employees
- 1
- Location
- Helena, MT
- Founding
- 10/1954
- Data as of
- 06/2023
- EIN
- 81-0257757
Organization Overview
Montana Tavern Association is located in Helena, MT. The organization was established in 1954. According to its NTEE Classification (S03) the organization is classified as: Professional Societies & Associations, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Montana Tavern Association is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 06/2023, Montana Tavern Association generated $343.1k in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (2.0%) each year. All expenses for the organization totaled $304.9k during the year ending 06/2023. As we would expect to see with falling revenues, expenses have declined by (1.7%) per year over the past 7 years. 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
2023
Describe the Organization's Mission:
Part 3 - Line 1
TO PRESERVE AND ENHANCE THE HOSPITALITY INDUSTRY IN MONTANA.
Describe the Organization's Program Activity:
Part 3 - Line 4a
PRESERVE AND ENHANCE THE HOSPITALITY INDUSTRY IN MONTANA INCLUDING THE SWIG406 APP.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Mary Jane Heisler President | OfficerTrustee | 1 | $5,200 |
Tom Heisler III 1st Vice President | OfficerTrustee | 1 | $0 |
Katrina Stevens 2nd Vice President | OfficerTrustee | 1 | $0 |
Dax Cetraro Ex-Offico | OfficerTrustee | 1 | $0 |
Josh Palmer Treasurer | OfficerTrustee | 1 | $0 |
Wally Ardisson Sergeant-At-Arms | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $280,553 |
| Investment income | $13,587 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $48,945 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $343,085 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $48,000 |
| 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. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $23,110 |
| Pension plan accruals and contributions | $693 |
| Other employee benefits | $0 |
| Payroll taxes | $1,880 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $12,726 |
| Fees for services: Accounting | $3,991 |
| Fees for services: Lobbying | $1,694 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $130,720 |
| Advertising and promotion | $1,319 |
| Office expenses | $18,730 |
| Information technology | $360 |
| Royalties | $0 |
| Occupancy | $18,000 |
| Travel | $9,303 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $2,398 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $3,098 |
| All other expenses | $519 |
| Total functional expenses | $304,878 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $254,107 |
| Savings and temporary cash investments | $0 |
| 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 | $2,000 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $690,735 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $946,842 |
| Accounts payable and accrued expenses | $22,529 |
| Grants payable | $0 |
| Deferred revenue | $74,100 |
| 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 | $0 |
| Total liabilities | $96,629 |
| Net assets without donor restrictions | $850,213 |
| 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 | $946,842 |
Grants Awarded
Over the last fiscal year, Montana Tavern Association has awarded $49,000 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
MONTANA COUNCIL ON PROBLEM GAMBLING PURPOSE: PROGRAM ASSISTANCE | $44,000 |
MONTANA EDUCATION AND RESEARCH FUND PURPOSE: PROGRAM ASSISTANCE | $5,000 |