2024-09-09T17:11:49-05:00 2023-12-31 810348775 JUNKERMIERCLARKCAMPANELLASTEVENSPC PO BOX 9047 KALISPELL MT 59904 990 2023-01-01 363693967 MONTANA BUSINESS ASSISTANCE CONNECTION MONT 4064471510 225 CRUSE AVE SUITE D HELENA MT 59601 BRIAN OBERT EXECUTIVE DIRECTOR 4064650619 2024-08-20 1 0 Tony Vanorny P00662403 4067553681 2024-08-05 2023 2024-08-08 14:25:15Z BRIAN OBERT 225 CRUSE AVE SUITE D HELENA MT 59601 1733307 0 X www.mbac.biz X 1999 MT THE ORGANIZATION SUPPORTS THE RETENTION AND CREATION OF JOBS IN THE TRI-COUNTY REGION. 12 12 10 21 0 0 1226052 994758 576191 680567 1546 4894 52800 53088 1856589 1733307 374702 127151 0 0 655004 612224 0 0 0 480565 469344 1510271 1208719 346318 524588 13027178 14245101 9257190 9985154 3769988 4259947 X MONTANA BUSINESS ASSISTANCE CONNECTION, INC. SUPPORTS THE RETENTION OF EXISTING JOBS AND PROMOTES CREATE OF NEW JOBS IN LEWIS & CLARK, BROADWATER, AND MEAGHER COUNTIES. THIS IS ACCOMPLISHED THROUGH THE CREATION, PROMOTION AND MANAGEMENT OF PUBLIC AND PRIVATE REVLOVING LOAN FUNDS, PROVIDING TRAINING, COUNSELING, TECHNICAL ASSISTANCE AND ACCESS TO CAPITAL FOR START UP OR EXPANSION OF QUALIFIED BUSINESSES, AND THE PROMOTION AND EVALUATION OF COUNTY AND CITY COMMUNITY DEVELOPMENT BLOCK GRANT REQUESTS AND MANAGEMENT OF THESE LOANS. 0 0 1024077 127151 733655 THE ORGANIZATION PROVIDES ONE-TO-ONE COUNSELING FOR NEW AND EXISTING BUSINESSES, PROVIDES INVESTMENT AND INCENTIVE CAPITAL, COLLECTS AND MAINTAINS DATABASES OF DEMOGRAPHIC, SOCIO-ECONOMIC, AND PROPERTY/FACILITY INFORMATION ABOUT THE SERVICE AREA, AND ASSISTS LOCAL GOVERNMENTS AND COMMUNITY DEVELOPMENT ORGANIZATIONS TO CREATE AND MAINTAIN HUMAN, ORGANIZATION, AND PHYSICAL INFRASTRUCTURE. 1024077 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 10 1 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 0 0 1 1 0 0 0 1 0 0 X BRIAN OBERT 4064650619 225 CRUSE AVENUE SUITE D HELENA MT 59601 VICKIE RAUSER PRESIDENT 1.00 X X 0 0 0 KLINT FISHER PAST PRESIDENT 1.00 X X 0 0 0 DUSTIN STEWART VICE PRESIDENT 1.00 X X 0 0 0 JENNY TAYLOR TREASURER 1.00 X X 0 0 0 ANDY SHIRTLIFF SECRETARY 1.00 X X 0 0 0 KALI WICKS BOARD MEMBER 1.00 X 0 0 0 WES FEIST BOARD MEMBER 1.00 X 0 0 0 DALLAS RASSMUSSEN BOARD MEMBER 1.00 X 0 0 0 TOM ROLF BOARD MEMBER 1.00 X 0 0 0 JACKSON ROSE BOARD MEMBER 1.00 X 0 0 0 VICTOR SAMPLE BOARD MEMBER 1.00 X 0 0 0 CALLIE ASCHIM BOARD MEMBER 1.00 X 0 0 0 BRIAN OBERT EXECUTIVE DIRECTOR 40.00 X 91063 0 13978 91063 0 13978 0 0 0 0 0 985258 9500 994758 INTEREST INCOME 522299 568604 568604 LOAN ORIGINATION FEES 522299 94201 94201 ECONOMIC DEVELOPMENT S 900099 14100 14100 LATE FEES 522299 3662 3662 680567 4894 4894 53088 0 53088 53088 53088 1733307 733655 0 4894 127151 127151 105041 85305 19736 392123 317270 74853 11523 9248 2275 61640 51728 9912 41897 32007 9890 2958 2958 14844 14844 16253 12553 3700 10194 2275 7919 15296 4361 10935 38599 34274 4325 12923 8218 4705 10535 1494 9041 13122 11706 1416 24705 22841 1864 LOAN FUND EXPENSEES 252800 250396 2404 RLF MANAGEMENT AND ECON 33857 33729 128 EQUIPMENT REPAIRS 8785 6231 2554 PHONE AND INTERNET 7502 6543 959 6971 3789 3182 1208719 1024077 184642 0 686527 519749 1680241 1243694 68229 110967 102512 10346080 12120710 8120 6708 577733 394234 195243 183499 13027178 14245101 146664 109966 3223 9106374 9874259 929 929 9257190 9985154 X 3230097 3685687 539891 574260 3769988 4259947 13027178 14245101 524588 -34629 0 X 0 1 X 1 1 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12500 12500 522846 354016 168830 23819 23819 0 18568 16399 2169 183499 DEPOSITS 929 929 1733307 0 1733307 0 1733307 1208719 0 1208719 0 1208719 1 COPPER PINES LLC 4520 SOURDOUGH ROAD BOZEMAN MT 59715 37745 0 WORKFORCE HOUSING FOR HI COUNTRY SNACK FOODS EMPLOYEES LINCOLN VALLEY CHAMBER OF COMMERCE 506 MAIN ST LINCOLN MT 59639 12500 0 DOWNTOWN MASTER PLAN FOR THE LINCOLN COMMUNITY MELCHER MANUFACTURING LLC 6017 E MISSION AVE SPOKANE VALLEY WA 99212 9000 0 RE-LOCATION FEASIBILITY STUDY MOUNTAIN-PACIFIC QUALITY HEALTH FOUNDATION 560 N PARK AVE SUITE 200 HELENA MT 59601 3188 0 TELEHEALTH RESEARCH AND FEASIBILITY STUDY TO SUPPORT MPQH'S WORK AND EXPANSION THE HELENA SYMPHONY 21 N LAST CHANCE CULCH 100 HELENA MT 59601 43363 0 Feasibility study EAST HELENA VALLEY RODEO ASSOCIATION PO Box 458 EAST HELENA MT 59635 9305 0 Re-location and re-use study looking planning and layout of moving existing rodeo grounds to new location DEE-O-GEE 2030 Cromwell Dixon Ln HELENA MT 59602 12050 0 Preliminary design drawings for the build-out and rennovation of the Dee-O-Gee Helena pet store Form 990, Part VI, Section A, line 6 ANY INDIVIDUAL, BUSINESS, LOCAL GOVERNMENT, OR OTHER ENTITY MAY BECOME A MEMBER OF THE CORPORATION UPON PAYMENT OF THEIR MEMBER INVESTOR DUES. Form 990, Part VI, Section A, line 7a THE MEMBERSHIP SHALL ELECT MEMBERS OF THE BOARD OF DIRECTORS. THE POWER OF THE MEMBERSHIP IS LIMITED TO THE ELECTION OF NEW DIRECTORS. EACH MEMBER IS ENTITLED TO ONE VOTE. Form 990, Part VI, Section A, line 7b THE AFFAIRS OF THE CORPORATION ARE MANAGED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS SHALL APPOINT AN EXECUTIVE COMMITTEE AND MAY APPOINT OTHER STANDING OR TEMPORARY COMMITTEES MADE UP OF EITHER DIRECTORS OR NON-DIRECTORS OR BOTH AND INVEST SUCH COMMITTEES WITH SUCH POWERS AS THE DIRECTORS SEE FIT. Form 990, Part VI, Section B, line 11b THE BOARD TREASURER AND BOARD PRESIDENT WILL REVIEW THE FORM 990 BEFORE IT IS FILED WITH THE IRS. Form 990, Part VI, Section B, line 12 EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. Form 990, Part VI, Section B, line 15a THE EXECUTIVE DIRECTOR'S PAY WILL BE SET BY THE PRESIDENT. THE PAY WILL BE BASED ON PERFORMANCE IN THE PAST 12 MONTHS AS MEASURED AGAINST THE GOALS ESTABLISHED AND FROM BOARD OF DIRECTORS, CLIENT, PARTNERS AND COMMUNITY FEEDBACK. Form 990, Part VI, Section C, line 19 THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST.