2024-12-05T12:54:02-08:00 2024-10-31 371546135 ATWOOD ACCOUNTING SERVICES LLC 110 E LYNDALE AVE HELENA MT 59601 990 2023-11-01 810171180 THE MONTANA TAXPAYERS ASSOCIATION MONT 4064422130 PO BOX 4909 HELENA MT 59604 ROBERT STORY Executive Director 2024-12-05 true true Terry Atwood P00801958 4064421947 2023 2024-10-15 13:58:12Z PO BOX 4909 HELENA MT 59604 200593 false X WWW.MONTAX.ORG X 1947 MT 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. 21 21 2 19 0 177297 165038 30333 32765 13 83 681 2707 208324 200593 0 0 130077 144655 0 0 51211 44415 181288 189070 27036 11523 90764 102705 6040 6350 84724 96355 TO BE MONTANA'S MOST TRUSTED RESOURCE FOR NONPARTISAN TAX AND GOVERNMENT SPENDING INFORMATION. WE WILL WORK WITH BOTH THE PUBLIC AND PRIVATE SECTORS TO DEVELOP FAIR, EQUITABLE, AND PREDICTABLE TAX POLICIES TO ENSURE THAT GOVERNMENT PROVIDES VALUE TO THE PUBLIC. false false 140636 32765 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. 140636 false false false true false false false false false true false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false true true true false true 1 0 true 2 true false false false false false false false false X 21 21 false false false false true false false true true false false false true true true false true true false false X ROBERT STORY 4064422130 PO BOX 4909 HELENA MT 59604 ROBERT STORY Executive Dir. 36.00 4.00 X 98548 0 0 KATHLEEN STORY Secretary/FINAN 24.00 16.00 X 30800 0 0 TOM EBZERY Chairman 1.00 0.00 X X 0 0 0 DAVID HOFFMAN Vice Chairman 1.00 0.00 X X 0 0 0 NANCY SCHLEPP Treasurer 1.00 0.00 X X 0 0 0 KYLER NERISON Director 1.00 0.00 X X 0 0 0 MATT JONES Director 1.00 0.00 X X 0 0 0 MELISSA LEWIS Director 1.00 0.00 X 0 0 0 DAVID GIBSON Director 1.00 0.00 X 0 0 0 DAN CARTER Director 1.00 0.00 X 0 0 0 CHASE HIBBARD Director 1.00 0.00 X 0 0 0 DANA STILLWELL Director 1.00 0.00 X 0 0 0 TOM ROLFE Director 1.00 0.00 X 0 0 0 JOHN DORAN Director 1.00 0.00 X 0 0 0 MARK BAKER Director 1.00 0.00 X 0 0 0 SHIELL ANDERSON Director 1.00 0.00 X 0 0 0 BRIAN HOVEN Director 1.00 0.00 X 0 0 0 DWAINE IVERSON Director 1.00 0.00 X 0 0 0 DOUG HARDY Director 1.00 0.00 X 0 0 0 MICHELLE HARRIS Director 1.00 0.00 X 0 0 0 MAX BACKLUND Director 1.00 0.00 X 0 0 0 DAVID UPHAUS Director 1.00 0.00 X 0 0 0 129348 0 false false false 0 164196 842 165038 ANNUAL MEETING 541900 32765 32765 32765 83 83 0 0 0 0 0 0 0 REFUNDS & MISC INCOME 900099 2707 2707 2707 200593 35555 0 0 0 0 129348 98548 30800 0 0 2800 2800 2432 2432 10075 7637 2438 0 0 520 520 0 0 0 0 0 2984 1791 1193 11763 8133 3630 0 8061 5637 2424 866 866 0 11844 11844 0 0 0 3015 3015 REPAIRS & MAINTENANCE 2272 2272 MISCELLANEOUS 1454 1454 MEMBERSHIP SOFTWARE 948 948 DUES 688 688 0 189070 140636 48434 0 81012 83669 9752 19036 0 0 0 0 0 0 0 18104 18104 0 0 0 0 0 0 90764 102705 3040 3350 3000 3000 6040 6350 X 84724 96355 84724 96355 90764 102705 11523 108 X false false false false false true false 2000 2000 16104 16104 DUE TO MT TAXPAYERS'S FOUNDATION 3000 3000 Form 990, Part VI, Section A, Line 6 MEMBERSHIP IN THE MTA CONSIST OF TWO CLASSES OF MEMBERS, VOTING AND NON-VOTING MEMBERS. VOTING MEMBERS SHALL BE EITHER "INDIVIDUAL OR CORPORATE". THE QUALIFICATIONS, RIGHTS AND PRIVILEGES OF EACH CLASS SHALL BE AS FOLLOWS:VOTING MEMBERS:INDIVIDUAL MEMBERS - INDIVIDUAL MEMBERS SHALL CONSIST OF ANY INDIVIDUAL TAXPAYER. EACH QUALIFIED INDIVIDUAL MEMBER SHALL HAVE ONE VOTE ON ANY MATTER SUBMITTED TO THE VOTE OF THE MEMBERS.CORPORATE MEMBERS - CORPORATE MEMBERS SHALL CONSIST OF ANY COMPANY, CORPORATION, PARTNERSHIP, TRADE ASSOCIATION, OR OTHER LEGALLY-RECOGNIZED BUSINESS ENTITY THAT IS AUTHORIZED TO TRANSACT BUSINESS WITHIN THE STATE OF MONTANA. ANY SUCH ENTITY MAY APPLY FOR A CORPORATE MEMBERSHIP IN THE ASSOCIATION, WHICH SHALL INCLUDE MEMBERSHIP FOR ANY NUMBER OF ITS EMPLOYEES, OFFICERS, DIRSCTORS, MEMBERS OR PARTNERS PROVIDED, HOWEVER, THAT FOR ALL PURPOSES, INCLUDING BUT NOT LIMITED TO VOTING AND DETERMINING THE PRESENCE OF QUORUM, ALL CORPORATE MEMBERS SHALL BE COLLECTIVELY ENTITLED TO ONLY ONE VOTE AND SHALL BE COLLECTIVELY COUNTED AS ONLY ONE MEMBER.NON-VOTING MEMBERS:SUBSCRIBERS AND GOVERNMENT ENTITIES SHALL NOT BE ENTITLED TO APPLY FOR VOTING MEMBERSHIP IN THE ASSOCIATION, AND IN THE EVENT THAT THEY ENGAGE IN ACTIVITIES AS SUPPORTERS OF THE ASSOCIATION, SHALL NOT BE ENTITLED TO VOTE ON ANY MATTER. Form 990, Part VI, Section B, Line 11b THE FORM 990 WAS REVIEWED BY OFFICERS OF THE MTA BEFROE BEING FILED WITH THE IRS. Form 990, Part VI, Section B, Line 12c EACH DISCLOSURE OF A CONFLICT OF INTEREST IS DISCUSSED WITH THE EXECUTIVE BOARD. Form 990, Part VI, Section B, Line 15a THE BOARD REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND APPROVES COMPENSATION BASED ON KNOWLEDGE OF WHAT COMPARABLE JOBS PAY IN THE AREA. Form 990, Part VI, Section C, Line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. MONTANA TAX FOUNDATION PO BOX 4909 HELENA MT 59604 810393503 RESEARCH/REVIEW OF TAX/EXP BY GVT AGENCY MT 501(C)(3) LINE 7 THE MONTANA TAXPAYERS ASSOCIATION true false false false false false false false false false false false false false false false false false false false