2025-04-08T13:28:44-05:00 2024-06-30 480567703 PINION LLC 828 GREAT NORTHERN BOULEVARD HELENA MT 59601 990 2023-07-01 810169164 MONTANA BANKERS ASSOCIATION MONT 4064414703 1 N LAST CHANCE GULCH STE 4 HELENA MT 59601 SAM SILL PRESIDENT 4064434121 2025-03-31 1 0 PATRICIA J NELSON P00102078 4064421040 2025-03-31 2023 2025-03-06 01:10:19Z SAM SILL 1 NORTH LAST CHANCE GULCH HELENA MT 59601 764901 0 X WWW.MONTANABANKERS.COM X 1974 MT ENRICHING THE LIVES OF ALL MONTANANS THROUGH STRONG COMMUNITY-FOCUSED BANKS. 11 11 0 15 0 0 365503 388652 363050 338141 16957 38108 0 0 745510 764901 11608 10100 0 0 0 0 0 0 0 679672 719964 691280 730064 54230 34837 4287119 4796862 7964 46284 4279155 4750578 X ENRICHING THE LIVES OF ALL MONTANANS THROUGH STRONG COMMUNITY-FOCUSED BANKS. 0 0 EDUCATIONAL CONFERENCES FOR MEMBERS - ONE OF THE MONTANA BANKERSASSOCIATION'S MAJOR MISSIONS IS TO ENHANCE THE ROLE OF COMMUNITY BANKSAS PREEMINENT PROVIDERS OF FINANCIAL SERVICES THROUGH EDUCATIONPROGRAMS.TO MEET CONTINUING CHANGING MEMBER NEEDS FOR TRAINING AND PROFESSIONALANNUAL CONVENTION FOR MEMBERS - AS STATED IN THE ASSOCIATION'S BYLAWS,DEVELOPMENT, THE MONTANA BANKERS ASSOCIATION PROVIDES A VARIETY OFEDUCATION OPPORTUNITIES FOR MEMBER BANKS AND THEIR EMPLOYEES TO IMPROVEBANK PERFORMANCE BY ENHANCING THEIR DIRECTORS', MANAGERS', ANDEMPLOYEES' KNOWLEDGE AND SKILLS. MONTANA BANKERS ASSOCIATION EDUCATIONCONFERENCES PROVIDE TRAINING IN ALL KEY AREAS OF BANKING, WITH QUALITYCONTENT DEVELOPED BY LEADING INDUSTRY EXPERTS AND DELIVERED THROUGHSEVERAL CHANNELS INCLUDING FACE-TO-FACE, E-LEARNING, WEB-BASED AND TELEPHONE CONFERENCE PROGRAMS. ANNUAL CONVENTION FOR MEMBERS - AS STATED IN THE ASSOCIATION'S BYLAWS,"THE (ASSOCIATION'S) PURPOSE, SHALL BE TO PROMOTE THE GENERAL WELFAREAND USEFULNESS OF THE BANKING INDUSTRY IN MONTANA: TO GIVEOPPORTUNITIES FOR OPEN DISCUSSION AND LAWFUL INTERCHANGE OF INFORMATIONABOUT ALL FACETS OF THE BANKING INDUSTRY IN MONTANA; TO ACCUMULATE ANDGIVE INFORMATION ABOUT THE BANKING INDUSTRY."THE ANNUAL CONVENTION IS THE MAJOR EVENT TO GATHER MEMBERS TOGETHER TOMEET FOR THE ASSOCIATION'S ABOVE REFERENCED PURPOSES AS WELL AS TOSATISFY THE REQUIREMENT FOR THE ANNUAL MEMBERSHIP MEETING. AT THEANNUAL MEETING THE ASSOCIATION'S OFFICERS REPORT TO THE MEMBERSHIP THEASSOCIATION'S ACTIVITIES AND FINANCES FOR THE PAST YEAR AND PROPOSEDPLAN FOR THE UPCOMING YEAR AND GAIN MEMBER INPUT FOR THE ASSOCATION'S ACTIVITIES. 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 19 0 0 1 0 0 0 0 0 0 0 0 X 11 11 1 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X SAM SILL 4064434121 1 NORTH LAST CHHANCE GULCH HELENA MT 59601 CHARLIE PIPAL SECRETARY/TREASURER 2.00 X 0 0 0 SCOTT KLEIN DIRECTOR 2.00 X 0 0 0 ALLEN MCCORMICK DIRECTOR 2.00 X 0 0 0 CHUCK EBLE DIRECTOR 2.00 X 0 0 0 JENNY NYRGREN DIRECTOR 2.00 X 0 0 0 KC HICKOK CHAIR 2.00 X X 0 0 0 MIKE SEPPALA IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 ROBYN BARTA DIRECTOR 2.00 X 0 0 0 RON O'DONNELL DIRECTOR 2.00 X X 0 0 0 SARAH JONES DIRECTOR 2.00 X 0 0 0 TOM SEVERSON VICE CHAIR 2.00 X X 0 0 0 CARY HEGREBERG PRESIDENT/CEO 20.00 20.00 X 0 138169 23608 SAMUEL SILL PRESIDENT/CEO 20.00 20.00 X 0 56389 16088 0 194558 39696 0 0 1 0 BANCSERVE INC 1 NORTH LAST CHANCE GULCH HELENA MT 59601 MANAGEMENT 300000 1 381152 7500 388652 EDUCATION INCOME 900099 267458 267458 CONVENTION INCOME 900099 68145 68145 GOVERNMENT RELATIONS 900099 2538 2538 338141 38108 38108 764901 338141 0 38108 10100 285126 3195 50000 1506 4790 22515 279620 GOVERNMENT RELATIONS 72787 REFUNDS 425 730064 190392 258528 1315907 558649 39155 18626 2900 12620 1013365 1971258 1717695 1977181 7705 4287119 4796862 7964 46284 7964 46284 X 4279155 4750578 4279155 4750578 4287119 4796862 X 34837 177101 259485 X 0 0 0 0 0 1 381152 50000 3302 53302 47708 5594 0 BANCSERVE 1966981 C COMPLIANCE 10200 C 1977181 0 MONTANA COUNCIL OF ECONOMIC EDUATION PO BOX 1306 HELENA MT 59624 810340006 50(C)((3) 8500 0 GENERAL PROGRAM SUPPORT 1 0 0 0 CARY HEGREBERG PRESIDENT/CEO 0 138169 0 0 0 0 0 11054 0 12554 0 161777 0 0 PART I, LINE 3: THE ORGANIZATION'S PRESIDENT/CEO IS EMPLOYED BY THE RELATED ORGANIZATION, BANCSERVE. THE BANCSERVE BOARD OF DIRECTORS CONDUCTS AN ANNUAL CEO EVALUATION AND SALARY REVIEW. THE BANCSERVE BOARD EVALUATES THE CEO'S PERFORMANCE AND USES A NATIONAL BANKERS ASSOCIATIONS' COMPENSATION AND BENEFITS COMPARABILITY SURVEY IN DETERMINING THE CEO'S SALARY. THE MBA BOARD OF DIRECTOR'S ANNUALLY RATIFIES THE BANCSERVE BOARD'S ANNUAL CEO COMPENSATION ACTIONS. FORM 990, PART VI, SECTION A, LINE 2 MBA BOARD OF DIRECTORS ARE BANK CEOS OR SENIOR MANAGEMENT MEMBERS. IT IS POSSIBLE THEIR BANKS MANY HAVE BUSINESS WITH EACH OTHER THROUGH THE NORMAL COURSE OF BANK BUSINESS. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS DELEGATED MANAGEMENT DUTIES TO BANCSERVE. THE ORGANIZATION'S PRESIDENT/CEO, CARY HEGREBERG, IS AN EMPLOYEE OF BANCSERVE. BECAUSE BANCSERVE IS A WHOLLY OWNED C CORPORATION AND THUS A RELATED PARTY, CARY'S COMPENSATION INFORMATION IS REPORTED ON PART VII, COLUMNS E AND F. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE CLASS OF VOTING MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS NOMINATE AND ELECT DIRECTORS FOR TIER 2 AND TIER 3. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS PROVIDED TO THE GOVERNING BODY FOR REVIEW AND APPROVAL BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY APPLIES TO ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE BOARD SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. 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. FORM 990, PART XI, LINE 9: GAIN/LOSS FROM SUBSIDIARY 259,485. BANCSERVE INC 1 NORTH LAST CHANCE GULCH HELENA MT 59601 810434481 MANAGEMENT SERVICES MT N/A C 259485 2077886 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 BANCSERVE INC M 285126 FMV