Nonprofit · EIN 81-0169164
MONTANA BANKERS ASSOCIATION
Tax-exempt · HELENA, MT 59601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $719,305 | $819,591 | -$100,286 | $5,004,590 | $33,369 | $4,971,221 |
| June 30, 2024 | 990 | $764,901 | $730,064 | $34,837 | $4,796,862 | $46,284 | $4,750,578 |
| June 30, 2023 | 990 | $745,510 | $691,280 | $54,230 | $4,287,119 | $7,964 | $4,279,155 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $398,561
- Membership dues
- $393,061
- Program service revenue
- $292,954
- Investment income
- $27,790
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $2,200
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,600
- Travel
- $38,807
Balance sheet and other
- Total assets, start of year
- $4,796,862
- Total assets, end of year
- $5,004,590
- Total liabilities, end of year
- $33,369
- Net assets, end of year
- $4,971,221
- Publicly traded securities
- $2,409,054
- Net assets without donor restrictions
- $4,971,221
- Gross receipts
- $719,305
- Employees
- 0
- Volunteers
- 15
- Year formed
- 1974
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SAMUEL SILL | PRESIDENT/CEO Officer | 20 | $0 | $164,209 | $32,138 |
| CHARLIE PIPAL | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| SCOTT KLEIN | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ALLEN MCCORMICK | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JENNY NYRGREN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| KC HICKOK | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ROBYN BARTA | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| RON O'DONNELL | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| TOM SEVERSON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| MARK ANDERSON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| BILL NORTHEY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| HEATHER SMITH | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JAKE PELCZAR | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| BRUCE HOYER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SHAWN WISEMAN | SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CARY HEGREBERG | PRESIDENT/CEO Officer | 20 | $0 | $138,169 | $23,608 |
| SAMUEL SILL | PRESIDENT/CEO Officer | 20 | $0 | $56,389 | $16,088 |
| CHARLIE PIPAL | SECRETARY/TREASURER Trustee or director | 2 | $0 | $0 | $0 |
| SCOTT KLEIN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ALLEN MCCORMICK | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| CHUCK EBLE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JENNY NYRGREN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| KC HICKOK | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MIKE SEPPALA | IMMEDIATE PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ROBYN BARTA | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| RON O'DONNELL | DIRECTOR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| SARAH JONES | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| TOM SEVERSON | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CARY HEGREBERG | PRESIDENT/CEO Officer | 20 | $0 | $157,898 | $26,877 |
| MIKE SEPPALA | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KC HICKOK | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| TOM SEVERSON | SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JAKE PELCZAR | IMMEDIATE PAST CHAIR Trustee or director, Officer | 5 | $0 | $0 | $0 |
| ALLEN MCCORMICK | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SARAH JONES | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| BRUCE HOYER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| CHARLIE PIPAL | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| CHUCK EBLE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SCOTT KLEIN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| RANDY RILEY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1 N LAST CHANCE GULCH STE 4, HELENA, MT 59601-4100
- Principal officer (990 for 2024)
- SAM SILL, 1 NORTH LAST CHANCE GULCH, HELENA, MT 59601
- Signed the 990
- SAM SILL, PRESIDENT
- Phone
- (406) 441-4703
- Website
- WWW.MONTANABANKERS.COM
- Return prepared by
- PINION LLC
Mission
ENRICHING THE LIVES OF ALL MONTANANS THROUGH STRONG COMMUNITY-FOCUSED BANKS.
Program accomplishments
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 81-0169164
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1942
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,004,590
- Income (IRS master file)
- $719,305
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $719,305 | $819,591 | $5,004,590 | IRS |
| 990 | June 2024 | $764,901 | $730,064 | $4,796,862 | XML |
| 990 | June 2023 | $745,510 | $691,280 | $4,287,119 | XML |
| 990 | June 2022 | $730,559 | $664,455 | $3,937,615 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-0169164).
Questions about MONTANA BANKERS ASSOCIATION
- What is the EIN of MONTANA BANKERS ASSOCIATION?
- The employer identification number (EIN) of MONTANA BANKERS ASSOCIATION is 81-0169164.
- Is MONTANA BANKERS ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1942.
- Are donations to MONTANA BANKERS ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MONTANA BANKERS ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MONTANA BANKERS ASSOCIATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTANA BANKERS ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MONTANA BANKERS ASSOCIATION?
- The 990 for the year ended June 30, 2025 names SAM SILL.
- Who are the officers and directors of MONTANA BANKERS ASSOCIATION?
- The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does MONTANA BANKERS ASSOCIATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $719,305, expenses of $819,591 and total assets of $5,004,590 at year end.
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