2026-07-08T16:12:54-05:00 2025-08-31 470900880 CALIBRE CPA GROUP PLLC 230 WEST MONROE ST STE310 CHICAGO IL 60606 990 2024-09-01 810169635 MONTANA FEDERATION OF PUBLIC EMPLOYEES MONT 4064424250 1232 E 6TH AVENUE HELENA MT 59601 AMANDA CURTIS PRESIDENT 4064424250 2026-07-08 1 0 JOHN LEGGERO P01357710 3126550037 2026-07-08 2024 2025-03-06 01:10:19Z AMANDA CURTIS 1232 E 6TH AVENUE HELENA MT 59601 8456227 0 9424 X WWW.MFPE.ORG X MEMBERSHIP, LABOR UNION ORGANIZATION 1939 MT MFPE SHALL REPRESENT AND ADVOCATE FOR ITS MEMBERS, LOCAL AFFILIATES, AND THE WORK THEY DO. 24 19 70 20 0 0 0 0 7872769 8119663 214638 336564 0 0 8087407 8456227 230252 349236 0 0 5926749 5654145 0 0 0 1641966 1952110 7798967 7955491 288440 500736 9432026 9755852 1253136 804366 8178890 8951486 MFPE ORGANIZES MEMBERS AND LOCAL AFFILIATES FOR PURPOSES OF COLLECTIVE BARGAINING, CONTRACT MAINTENANCE, LEGAL DEFENSE, LEGISLATIVE AND GOVERNMENT AGENCY LOBBYING, AND PROFESSIONAL DEVELOPMENT. 0 0 LOCAL RELEASE TIME PRESIDENT GRANTS - UPON APPROVAL OF THE BOARD OF DIRECTORS, MFPE SHALL PROVIDE FINANCIAL ASSISTANCE TO LOCAL AFFILIATES THAT HAVE RELEASED THEIR PRESIDENTS HALF OR FULL-TIME MFPE EDUCATOR CONFERENCE - THIS CONFERENCE IS HELD ANNUALLY IN MONTANA TO PROVIDE EDUCATORS THE OPPORTUNITY TO RECEIVE THE PROFESSIONAL DEVELOPMENT AND CONTINUING EDUCATION CREDITS NECESSARY TO STAY CURRENT WITH EDUCATION TRENDS AND PRACTICES AND FULFILL MONTANA STATE LICENSING REQUIREMENTS. LEGAL SERVICES - MFPE PROVIDES LEGAL REPRESENTATION AND DEFENSE TO MEMBERS AND LOCAL AFFILIATES TO MAINTAIN AND PROTECT WORKER RIGHTS AND CONTRACTUAL BENEFITS. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 48 0 1 70 1 0 0 0 0 1 1 0 0 0 X 24 19 1 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X AMANDA CURTIS 4064424250 1232 E 6TH AVENUE HELENA MT 59601 KACEE BALLOU NEA DIRECTOR 1.00 X 3000 0 0 BRAD BILLINGTON DISTRICT 3 CHAIR 1.00 X 0 0 0 BRYAN BLAIR DISTRICT 8 CHAIR 1.00 X 0 0 0 LUKE BRANDON DISTRICT 6 VICE CHAIR 1.00 X 0 0 0 COLETTE CAMPBELL DISTRICT 4 CHAIR 1.00 X 0 0 0 KARLA CLARK FORMER DISTRICT 8 CHAIR 1.00 X 0 0 0 JILL COHENOUR FORMER DISTRICT 2 VICE CHAIR 1.00 X 0 0 0 JOE COHENOUR DISTRICT 10 VICE CHAIR 1.00 X 0 0 0 KATIE COSBY DISTRICT 9 CHAIR 1.00 X 0 0 0 KYLE CRAPSTER DISTRICT 2 CHAIR 1.00 X 0 0 0 BECKY CROGHAN DISTRICT 4 VICE CHAIR 1.00 X 0 0 0 TOM CUBBAGE DISTRICT 5 CHAIR 1.00 X 0 0 0 AMANDA CURTIS PRESIDENT 40.00 1.00 X 122558 0 0 EDEN DIAS DISTRICT 1 VICE CHAIR 1.00 X 0 0 0 LANCE EDWARD DISTRICT 9 VICE CHAIR 1.00 X 0 0 0 LAURIE ENEBO DISTRICT 7 CHAIR 1.00 X 0 0 0 MOFFIE FUNK DISTRICT 10 CHAIR 1.00 X 0 0 0 JIM JOHNSON DISTRICT 7 VICE CHAIR 1.00 X 0 0 0 MIKE KENISON FORMER DISTRICT 3 CHAIR 1.00 X 0 0 0 CHRISTINE KOLCZAK FORMER DISTRICT 2 CHAIR 1.00 X 0 0 0 ANTHONY LAPKE DISTRICT 1 CHAIR 1.00 X 0 0 0 SPIRO MACK DISTRICT 8 VICE CHAIR 1.00 X 0 0 0 ERIC MATTHEWS 1ST VICE PRESIDENT 1.00 1.00 X 3000 0 0 ERIKA MCMILLIN DISTRICT 3 VICE CHAIR 1.00 X 0 0 0 LYNNE RIDER FORMER DISTRICT 1 CHAIR 1.00 X 0 0 0 DOUG ROBISON FORMER DISTRICT 9 CHAIR 1.00 X 0 0 0 KATHY RUTHERFORD FORMER DISTRICT 4 CHAIR 1.00 X 0 0 0 MARK SEIFFERT DISTRICT 6 CHAIR 1.00 X 0 0 0 LISSY SHAFFER DISTRICT 5 VICE CHAIR 1.00 X 0 0 0 MICHELLE WHEAT 2ND VICE PRESIDENT 1.00 X 3000 0 0 OMEGA WILDER TREASURER 1.00 1.00 X 3000 0 0 LARRY NIELSEN FIELD CONSULTANT 40.00 X 152982 0 0 ERIK BURKE EXECUTIVE DIRECTOR 40.00 X 151945 0 0 CATHERINE NOVAK CHIEF FINANCIAL OFFICER 40.00 X 133072 0 0 MARGARET COPELAND FIELD CONSULTANT 40.00 X 132699 0 0 THOMAS BURGESS FIELD CONSULTANT 40.00 X 132371 0 0 837627 0 0 6 0 1 0 0 MEMBERSHIP DUES 900099 5955916 5955916 NEA FUNDING 900099 1626707 1626707 ADT FUNDING 900099 243172 243172 MUST SPONSORSHIP FEES 900099 130636 130636 EDUCATOR CONFERENCE 900099 74008 74008 89224 89224 8119663 317685 317685 18879 0 18879 18879 18879 8456227 8119663 0 336564 349236 181117 3179515 975069 1018510 299934 184313 91738 29590 56730 107998 154632 254308 167989 155809 265306 44124 52741 MEMBER/STAFF TRAINING 203206 NEWSLETTERS/PUBLICATION 159829 CONTINGENCY 23797 7955491 1448374 1278428 158345 181628 463363 347887 89090 80457 30154 915576 699159 166908 216417 7075792 7651035 9432026 9755852 258004 294440 135510 40012 859622 469914 1253136 804366 X 8178890 8882193 69293 8178890 8951486 9432026 9755852 500736 271860 0 X X 0 1 X 1 0 MFPE PAC FUND 1232 E 6TH AVE HELENA MT 59601 810537452 0 1523 1 0 0 146912 31899 115013 254406 238287 16119 514258 428973 85285 216417 ACCRUED COMPENSATED ABSENCES 452226 FUNDS HELD FOR MEMBERS 17688 469914 X PART X, LINE 2: MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE MFPE AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE MFPE HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. AS OF AUGUST 31, 2025 AND 2024, THERE WERE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE MFPE'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEARS ENDING AUGUST 31, 2024, 2023 AND 2022 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. 1 BILLINGS EDUCATION ASSOCIATION 510 N 29TH STREET BILLINGS MT 59101 810304158 501C6 63626 0 LOCAL AFFILIATE ASSISTANCE BOZEMAN EDUCATION ASSOCIATION 8325 GOLDENSTEIN LANE BOZEMAN MT 59715 810365571 501C6 25404 0 LOCAL AFFILIATE ASSISTANCE BUTTE TEACHERS UNION 156 WEST GRANITE ST F BUTTE MT 59701 810308581 501C6 11588 0 LOCAL AFFILIATE ASSISTANCE GREAT FALLS EDUCATION ASSOCIATION 511 13TH AVE SOUTH GREAT FALLS MT 59405 810307653 501C6 36018 0 LOCAL AFFILIATE ASSISTANCE HELENA EDUCATION ASSOCIATION 1232 E 6TH AVE HELENA MT 59601 810418347 501C6 81375 0 LOCAL AFFILIATE ASSISTANCE KALISPELL EDUCATION ASSOCIATION 117 WAGGENER WAY KALISPELL MT 59901 810461727 501C6 12034 0 LOCAL AFFILIATE ASSISTANCE MISSOULA EDUCATION ASSOCIATION 1001 SW HIGGINS SUITE 101 MISSOULA MT 59803 810494721 501C6 104302 0 LOCAL AFFILIATE ASSISTANCE MONTANA STAFF ORGANIZATION 2424 RIMROCK RD BILLINGS MT 59102 501C5 14889 0 LOCAL AFFILIATE ASSISTANCE SCHEDULE I, PART II - GRANT CALCULATION LOCAL AFFILIATE ASSISTANCE GRANTS ARE FORMULA-BASED DEPENDING ON THE LOCAL'S FULL-DUES EQUICALENT MEMBERSHIP. X X 0 0 0 LARRY NIELSEN FIELD CONSULTANT 152982 0 0 0 0 0 0 0 0 0 152982 0 0 0 ERIK BURKE EXECUTIVE DIRECTOR 151945 0 0 0 0 0 0 0 0 0 151945 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 FORMER DIRECTOR JILL COHENOUR AND DIRECTOR JOE COHENOUR - SPOUSES FORM 990, PART VI, SECTION A, LINE 6 MFPE HAS MEMBERS WHO PAY AN ANNUAL MEMBERSHIP FEE. INDIVIDUALS ELIGIBLE FOR MEMBERSHIP ARE PREDOMINANTLY THOSE INDIVIDUALS EMPLOYED WITH EMPLOYERS WHO HAVE SIGNED COLLECTIVE BARGAINING AGREEMENTS WITH THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A ALL OFFICERS AND DIRECTORS ARE ELECTED AT THE STATEWIDE ANNUAL CONFERENCE. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS PERTAINING TO CONSTITUTIONAL AMENDMENTS, STANDING RULES, DUES AND BUDGETS ARE VOTED ON AT THE ANNUAL CONFERENCE. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCIAL CONTROLLER DOES THE INITIAL REVIEW OF THE FORM 990. ONCE THE FORM 990 IS READY FOR THE FINAL REVIEW, THE PRESIDENT AND EXECUTIVE DIRECTOR REVIEW THE FORM FOR ACCURACY. THE FORM 990 IS DISCUSSED AT THE NEXT BOARD MEETING FOLLOWING THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION UPDATES THE CONFLICT OF INTEREST POLICY ON AN AS NEEDED BASIS. THE ORGANIZATION HAS IMPLEMENTED WRITTEN CONFLICT OF INTEREST FORMS THAT MEMBERS COMPLETE EACH YEAR. BOARD MEMBERS WITH A STATED CONFLICT OF INTEREST ABSTAIN FROM PARTICIPATING IN THE DISCUSSION AND VOTE OF THE TOPIC. THE BOARD MEETING MINUTES REFLECT THAT THE BOARD MEMBER ABSTAINED FROM VOTING OR TAKING PART IN THE DISCUSSION. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S SALARY IS DETERMINED BY BOARD POLICY BUT MAY BE AMENDED BY THE ANNUAL CONFERENCE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE, MFPE.ORG, THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST, THE ORGANIZATION'S ANNUAL LM-2 FORM IS AVAILABLE ON THE DEPARTMENT OF LABOR, OFFICE OF LABOR-MANAGEMENT STANDARDS WEBSITE, AND ALL OTHER FINANCIAL STATEMENTS AND INCOME TAX RETURNS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C - FINANCIAL STATEMENT OVERSITE COMMITTEE THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR OF THE FINANCIAL STATEMENT OVERSITE OR SELECTION PROCESS. MFPE BUILDING CORPORATION 1232 E 6TH AVE HELENA MT 59601 833559572 HOLD TITLE TO BUILDING AND/OR OTHER PROPERTY FOR BENEFIT OF THE ORGANIZATIO MT 501(C)(2) 0 MONTANA FEDERATION OF PUBLIC EMPLOYEES 1232 E 6TH AVE HELENA MT 59601 873520233 PROMOTING AND ENHANCING PUBLIC SERVICES IN THE STATE OF MONTANA. MT 501(C)(3) LINE 7 0 MONTANA PROFESSIONAL TEACHING FOUNDATION 1232 E 6TH AVE HELENA MT 59601 810511792 ENHANCE THE TEACHING PROFESSION AND PROMOTE QUALITY EDUCATION IN MONTANA MT 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS NAME OF RELATED ORGANIZATION: MFPE BUILDING CORPORATION PRIMARY ACTIVITY: HOLD TITLE TO BUILDING/AND OR OTHER PORPERTY FOR BENEFIT OF THE ORGANIZATION