2024-12-20T13:37:53-06:00 2024-05-31 810386935 SUMMERS MCNEA & CO PC 15 AVANTA WAY SUITE 1 BILLINGS MT 59102 990 2023-06-01 810424947 ASSOCIATED EMPLOYERS OF MONTANA INC ASSO 4062486178 PO BOX 81087 BILLINGS MT 591081087 GREG ROADIFER PRESIDENT 4062486178 2024-12-16 1 0 BRIAN F VAN STEELAND P00481262 4066522320 2024-12-16 2023 2024-10-15 13:58:12Z ASSOCIATED EMPOLYERS GREG ROADIFER 3435 MOUNTAIN PASS ROAD BILLINGS MT 59102 1780871 0 X WWW.ASSOCIATEDEMPLOYERS.ORG X 1916 MT PROVIDING EXPERT BUSINESS & HUMAN RESOURCE ADVICE, SUPPORT, CONSULTING, EDUCATION & TRAINING. 12 12 0 12 -14946 0 810100 861625 907036 893482 5717 18855 13536 6909 1736389 1780871 0 0 0 0 0 0 0 0 0 1169415 1229701 1169415 1229701 566974 551170 2986352 3542131 5383 9992 2980969 3532139 X ASSOCIATED EMPLOYERS OF MONTANA, INC.'S (AE) STATED MISSION IS TO PROVIDE EXPERT ADVICE, SUPPORT, INFORMATION, EDUCATION AND TRAINING IN EMPLOYEE RELATIONS, MANAGEMENT, HUMAN RESOURCES, RESEARCH AND GOVERNMENTAL REGULATIONS THAT AFFECT THE EMPLOYER/EMPLOYEE RELATIONSHIP. THE GOAL OF OUR MISSION IS TO PROMOTE POSITIVE EMPLOYER/EMPLOYEE RELATIONSHIPS THAT LEAD TO A PRODUCTIVE AND PROFITABLE WORKPLACE THAT WILL ULTIMATELY BENEFIT BOTH THE EMPLOYER AND THE EMPLOYEE. 0 0 42800 482988 CONSULTING: AE CONSULTS WITH BUSINESSES ON TOPICS INCLUDING: HANDBOOK REVIEWS AND POLICY INFORMATION; JOB DESCRIPTIONS; RECRUITING; COACHING EMPLOYEES AND MANAGEMENT; STRATEGIC PLANNING; HUMAN RESOURCE PARTNERING AND ASSESSMENTS; LABOR RELATIONS; AFFIRMATIVE ACTION PLANS; INVESTIGATIONS; AND WORKFORCE STRATEGIES. IN THE LAST FISCAL YEAR AE PROVIDED 12 DIFFERENT SERVICE OFFERINGS FOR OVER 63 BUSINESSES. 56105 187332 ON-SITE TRAINING AND DEVELOPMENT: AE PROVIDES ON-SITE CLASSES THAT ARE CUSTOMIZED TO INCLUDE VARIOUS HR TOPICS, INCLUDING: EMPLOYMENT, WAGE AND HOUR LAWS AND REGULATIONS; HARASSMENT IN THE WORKPLACE; ADA/FMLA/WORKER'S COMPENSATION; AND MANAGEMENT RECRUITING, DISCIPLINE AND TERMINATION. IN ADDITION BUSINESS DEVELOPMENT TRAININGS INCLUDE: LEADERSHIP AND MANAGEMENT DEVELOPMENT; TRAIN THE TRAINER; CUSTOMER SERVICE; AND MANAGING THE GENERATION GAP. DURING THE FISCAL YEAR ENDED MAY 31, 2024, AE CONDUCTED ON-SITE TRAINING AT OVER 65 BUSINESSES FOCUSING ON SIXTEEN DIFFERENT TOPICS WITH 40% OF THE BUSINESSES RECEIVING ASSISTANCE IN LEADERSHIP AND MANAGEMENT DEVELOPMENT. 9984 145268 PUBLIC TRAINING: PUBLIC TRAINING AND DEVELOPMENT CLASSES ARE OFFERED IN EITHER A LIVE OR A RECORDED FORMAT. TOPICS INCLUDE: EMPLOYMENT LAW; MANAGING PERFORMANCE AND BEHAVIORS OF STAFF; REASONABLE SUSPICION; MANAGEMENT EXCELLENCE; COACHING; PAYROLL AND OTHERS. OVER 260 TRAININGS WERE OFFERED DURING FISCAL YEAR 2024,INCLUDING WEBINARS. OVER 1,000 INDIVIDUALS PARTICIPATED IN TRAINING LED BY FIVE INSTRUCTORS. 30922 99749 OTHER PROGRAM SERVICES CONSISTS OF: COMPENSATION STUDIES; SURVEYS; RECRUITMENT; ETC. 30922 99749 139811 0 0 0 1 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 3 0 0 0 0 0 0 0 0 0 0 X 12 12 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MT X JOSH ZELLER 4062486178 3435 MOUNTAIN PASS DRIVE BILLINGS MT 59102 X JACQUELYN AYERS SECRETARY/TREASURER 1.00 X X 0 0 0 CRAIG BARTHOLOMEW IMMEDIATE PAST CHAIR 1.00 X 0 0 0 CAREY RATZLAFF CHAIRMAN 1.00 X X 0 0 0 TRACY DUFRESNE BOARD MEMBER 1.00 X 0 0 0 KEITH ROBINSON BOARD MEMBER 1.00 X 0 0 0 BRIAN DENNIS BOARD MEMBER 1.00 X 0 0 0 TREVOR DAER BOARD MEMBER 1.00 X 0 0 0 RACHEL TURITTO BOARD MEMBER 1.00 X 0 0 0 MICHAEL MARSH BOARD MEMBER 1.00 X 0 0 0 CALVIN WILSON BOARD MEMBER 1.00 X 0 0 0 DAVE CHANDLER BOARD MEMBER 1.00 X 0 0 0 KIM KAISER BOARD MEMBER 1.00 X 0 0 0 GREG ROADIFER PRESIDENT 10.00 X 0 0 0 0 0 0 0 0 0 0 ASSOCIATED MANAGEMENT SERVICES INC 3435 MOUNTAIN PASS ROAD BILLINGS MT 59102 MANAGEMENT SERVICES 998057 1 861625 861625 CONSULTING 541610 482988 482988 ON-SITE TRAINING 541610 187332 187332 PUBLIC TRAINING 541610 145268 145268 COMPENSATION 541610 77894 77894 893482 18855 18855 OTHER REVENUES 541610 21855 21855 AEAMS PROPERTIES K-1 I 531120 -14946 -14946 6909 1780871 915337 -14946 18855 927000 3096 3750 44185 20256 41850 2863 554 12543 PROGRAM SERVICES TRAINI 120599 REFERENCE LIBRARY SUPPL 28269 DUES DISCOUNT- MEMBERSH 17455 DUES & SUBSCRIPTIONS 3638 3643 1229701 725698 286884 562293 1579761 98104 89987 8615 7970 6210 4824 1940 1386 1589702 1576143 2986352 3542131 5383 9992 5383 9992 X 2980969 3532139 2980969 3532139 2986352 3542131 551170 0 X X 1 X 0 1 0 0 0 0 861625 6210 4824 1386 1386 INVESTMENT IN AEAMS PROPERTIES, LLC 1576143 1576143 X PART X, LINE 2: IN ACCORDANCE WITH FASB ASC 740-10 WHICH ALSO REQUIRES THE DISCLOSURE OF OPEN TAX YEARS SUBJECT TO EXAMINATIONS AND THE POLICY FOR CLASSIFYING INTEREST AND PENALTIES, AE HAS PERFORMED AN EVALUATION AND DETERMINED THAT NO UNCERTAIN TAX LIABILITIES OR POSITIONS EXISTS FOR THE YEARS ENDED MAY 31, 2024 AND 2023. GREG ROADIFER OFFICER OF ASSOCIATED MANAGEMENT SERVICES, INC. (RELATED ENTITY) 998057 MANAGEMENT FEES AND SHARED EXPENSES PAID TO ASSOCIATED MANAGEMENT SERVICES, INC. 0 FORM 990, PART VI, SECTION A, LINE 3 ASSOCIATED EMPLOYERS OF MONTANA, INC. (AE) HAS DELEGATED MANAGEMENT DUTIES OVERSEEN BY THE BOARD OF DIRECTORS AND OFFICERS OF THE ORGANIZATION TO ASSOCIATED MANAGEMENT SERVICES, INC. (AMS). GREG ROADIFER SERVES AS BOTH THE EXECUTIVE DIRECTOR OF AMS AND PRESIDENT OF AE. AMS PROVIDES THE FOLLOWING SERVICES TO AE: LEADERSHIP GUIDANCE TO THE BOARD OF DIRECTORS, REPRESENT THE MISSION OF AE THROUGHOUT MONTANA AND THE REGION, RECRUIT AND MAINTAIN MEMBERSHIP TO MEET BUDGETS, HR SERVICES, ENSURE AMS EMPLOYEES ARE REPRESENTING AE, CONDUCT SEMINARS/TRAINING CLASSES/WAGE AND BENEFIT SURVEYS, PROFESSIONAL/ADMINISTRATIVE/IT STAFF TO ACCOMPLISH GOALS, AS WELL AS OTHER SERVICES NEEDED TO MEET THE STATED GOALS AND MISSION OF AE. FORM 990, PART VI, SECTION A, LINE 6 ALL MEMBERS OF ASSOCIATED EMPLOYERS HAVE THE SAME RIGHTS, PRIVILEGES AND OBLIGATIONS. MEMBERSHIP IS ATTAINED BY COMPLETING AN APPLICATION AND PAYING ANNUAL MEMBERSHIP DUES. THE BOARD OF DIRECTORS AT THEIR DISCRETION HAS THE RIGHT TO REVIEW APPLICATIONS TO BECOME MEMBERS OF AE. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS SHALL ELECT NINE OF THE TWELVE DIRECTORS. EACH YEAR THE MEMBERS SHALL ELECT THREE DIRECTORS TO SERVE A THREE YEAR TERM. THE REMAINING THREE DIRECTORS ARE APPOINTED BY MONTANA SAFETY SERVICES COUNCIL FOLLOWING A STAGGERED TERM FORMAT. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS REQUIRING APPROVAL BY THE MEMBERS OF ASSOCIATED EMPLOYERS INCLUDE, BUT ARE NOT LIMITED TO (1) PROPOSED AMENDMENTS TO THE ARTICLES OF INCORPORATION, (2) PLAN OF MERGER, (3) SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATIONS PROPERTY, (4) DISSOLUTION OF THE CORPORATION, OR (5) REMOVAL OF A DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE PRESIDENT AND ACCOUNTANT PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE COMPANY CONFLICT OF INTEREST POLICY IS INCLUDED IN THE ORGANIZATION'S POLICY'S HANDBOOK. ALL TRUSTEES MUST DISCLOSE IN WRITING TO THE BOARD ANY SITUATION OR TRANSACTION IN WHICH THE TRUSTEE IS INVOLVED WHICH WOULD VIOLATE OR COULD APPEAR TO VIOLATE THE INTENT OF THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 COMENSATION DETERMINED BY COMPANY'S PERORMANCE DURING THE YEAR FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST BY PHONE, MAIL OR IN PERSON. OVERSIGHT THE BOARD OF DIRECTORS AND THE PRESIDENT ASSUMES OVERSIGHT OF THE REVIEWED FINANCIAL STATEMENTS. THERE WERE NO CHANGES IN ITS OVERSIGHT OR SELECTION PROCESS DURING THE FISCAL YEAR ENDED MAY 31, 2024. MONTANA SAFETY SERVICES COUNCIL INC 3435 MOUNTAIN PASS ROAD BILLINGS MT 59102 810483325 PROVIDES SAFETY TRAINING AND CONSULTING SERVICES. MT 501 (C) (3) LINE 10 N/A 0 AEAMS PROPERTIES LLC 3435 MOUNTAIN PASS ROAD BILLINGS MT 59102 842454483 RENTAL PROPERTY MT RENTAL INCOME -13024 1578065 0 0 0.50000 ASSOCIATED MANAGEMENT SERVICES INC 3435 MOUNTAIN PASS ROAD BILLINGS MT 59102 810483176 MANAGEMENT SERVICES MT N/A C 0 ASSOCIATED EMPLOYERS GROUP BENEFIT PLAN & TRUST 3435 MOUNTAIN PASS ROAD BILLINGS MT 59102 810107360 HEALTH BENEFITS MT N/A T 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 1 0 0