Nonprofit · EIN 81-0171180
MONTANA TAXPAYERS ASSOCIATION
Tax-exempt · HELENA, MT 59604
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990 | $215,941 | $191,183 | $24,758 | $128,202 | $7,089 | $121,113 |
| October 31, 2024 | 990 | $200,593 | $189,070 | $11,523 | $102,705 | $6,350 | $96,355 |
| October 31, 2023 | 990 | $208,324 | $181,288 | $27,036 | $90,764 | $6,040 | $84,724 |
Financial details: 990 for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $182,991
- Membership dues
- $182,991
- Program service revenue
- $31,725
- Investment income
- $825
- Other revenue
- $400
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $131,015
- Salaries, compensation and benefits (total)
- $146,555
- Professional fundraising fees
- $0
- Legal fees
- $2,500
- Accounting fees
- $500
- Occupancy
- $7,086
- Travel
- $1,590
- Program services (functional)
- $146,215
- Management and general (functional)
- $44,968
Balance sheet and other
- Total assets, start of year
- $102,705
- Total assets, end of year
- $128,202
- Total liabilities, end of year
- $7,089
- Net assets, end of year
- $121,113
- Net assets without donor restrictions
- $121,113
- Gross receipts
- $215,941
- Employees
- 2
- Volunteers
- 2
- Year formed
- 1947
- 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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT STORY | Executive Dir. Officer | 36 | $100,215 |
| KATHLEEN STORY | Secretary/FINAN Officer | 24 | $30,800 |
| TOM EBZERY | Chairman Trustee or director, Officer | 1 | $0 |
| MARK BAKER | Vice Chairman Trustee or director, Officer | 1 | $0 |
| NANCY SCHLEPP | Treasurer Trustee or director, Officer | 1 | $0 |
| KYLER NERISON | Director Trustee or director, Officer | 1 | $0 |
| MATT JONES | Director Trustee or director, Officer | 1 | $0 |
| MELISSA LEWIS | Director Trustee or director | 1 | $0 |
| DAVID GIBSON | Director Trustee or director | 1 | $0 |
| DALLAS SCHOLES | Director Trustee or director | 1 | $0 |
| CHASE HIBBARD | Director Trustee or director | 1 | $0 |
| DANA STILLWELL | Director Trustee or director | 1 | $0 |
| TOM ROLFE | Director Trustee or director | 1 | $0 |
| ALAN OLSON | Director Trustee or director | 1 | $0 |
| TIM KUNKLEMAN | Director Trustee or director | 1 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHIELL ANDERSON | Director Trustee or director | 1 | $0 |
| BRIAN HOVEN | Director Trustee or director | 1 | $0 |
| DWAINE IVERSON | Director Trustee or director | 1 | $0 |
| DOUG HARDY | Director Trustee or director | 1 | $0 |
| MICHELLE HARRIS | Director Trustee or director | 1 | $0 |
| DREW CZIOK | Director Trustee or director | 1 | $0 |
| DAVID UPHAUS | Director Trustee or director | 1 | $0 |
990 for the year ended October 31, 2024: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT STORY | Executive Dir. Officer | 36 | $98,548 |
| KATHLEEN STORY | Secretary/FINAN Officer | 24 | $30,800 |
| TOM EBZERY | Chairman Trustee or director, Officer | 1 | $0 |
| DAVID HOFFMAN | Vice Chairman Trustee or director, Officer | 1 | $0 |
| NANCY SCHLEPP | Treasurer Trustee or director, Officer | 1 | $0 |
| KYLER NERISON | Director Trustee or director, Officer | 1 | $0 |
| MATT JONES | Director Trustee or director, Officer | 1 | $0 |
| MELISSA LEWIS | Director Trustee or director | 1 | $0 |
| DAVID GIBSON | Director Trustee or director | 1 | $0 |
| DAN CARTER | Director Trustee or director | 1 | $0 |
| CHASE HIBBARD | Director Trustee or director | 1 | $0 |
| DANA STILLWELL | Director Trustee or director | 1 | $0 |
| TOM ROLFE | Director Trustee or director | 1 | $0 |
| JOHN DORAN | Director Trustee or director | 1 | $0 |
| MARK BAKER | Director Trustee or director | 1 | $0 |
| SHIELL ANDERSON | Director Trustee or director | 1 | $0 |
| BRIAN HOVEN | Director Trustee or director | 1 | $0 |
| DWAINE IVERSON | Director Trustee or director | 1 | $0 |
| DOUG HARDY | Director Trustee or director | 1 | $0 |
| MICHELLE HARRIS | Director Trustee or director | 1 | $0 |
| MAX BACKLUND | Director Trustee or director | 1 | $0 |
| DAVID UPHAUS | Director Trustee or director | 1 | $0 |
990 for the year ended October 31, 2023: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT STORY | Executive Dir. Officer | 36 | $91,380 |
| KATHLEEN STORY | Secretary/FINAN Officer | 24 | $25,285 |
| TOM EBZERY | Chairman Trustee or director, Officer | 1 | $0 |
| DAVID HOFFMAN | Vice Chairman Trustee or director, Officer | 1 | $0 |
| NANCY SCHLEPP | Treasurer Trustee or director, Officer | 1 | $0 |
| BRIDGER MAHLUM | Director Trustee or director, Officer | 1 | $0 |
| MATT JONES | Director Trustee or director, Officer | 1 | $0 |
| MELISSA LEWIS | Director Trustee or director | 1 | $0 |
| DAVID GIBSON | Director Trustee or director | 1 | $0 |
| DAN CARTER | Director Trustee or director | 1 | $0 |
| CHASE HIBBARD | Director Trustee or director | 1 | $0 |
| DANA STILLWELL | Director Trustee or director | 1 | $0 |
| TOM ROLFE | Director Trustee or director | 1 | $0 |
| JOHN DORAN | Director Trustee or director | 1 | $0 |
| MARK BAKER | Director Trustee or director | 1 | $0 |
| SHIELL ANDERSON | Director Trustee or director | 1 | $0 |
| BRIAN HOVEN | Director Trustee or director | 1 | $0 |
| DWAINE IVERSON | Director Trustee or director | 1 | $0 |
| DOUG HARDY | Director Trustee or director | 1 | $0 |
| MICHELLE HARRIS | Director Trustee or director | 1 | $0 |
| DAVID NAMURA | Director Trustee or director | 1 | $0 |
| DAVID UPHAUS | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 4909, HELENA, MT 59604-4909
- Signed the 990
- ROBERT STORY, Executive Director
- Phone
- (406) 442-2130
- Website
- WWW.MONTAX.ORG
- Return prepared by
- ATWOOD ACCOUNTING SERVICES LLC
Mission
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.
Program accomplishments
- 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.Expenses $146,215
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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990 on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990 on file |
IRS record
- EIN
- 81-0171180
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1947
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $128,202
- Income (IRS master file)
- $215,941
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2025 | $215,941 | $191,183 | $128,202 | XML |
| 990 | October 2024 | $200,593 | $189,070 | $102,705 | XML |
| 990 | October 2023 | $208,324 | $181,288 | $90,764 | XML |
| 990 | October 2022 | $217,592 | $198,509 | $63,165 | IRS |
| 990 | October 2021 | – | – | – | IRS |
| 990 | October 2020 | – | – | – | IRS |
| 990 | October 2019 | – | – | – | IRS |
| 990 | October 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 81-0171180).
Questions about MONTANA TAXPAYERS ASSOCIATION
- What is the EIN of MONTANA TAXPAYERS ASSOCIATION?
- The employer identification number (EIN) of MONTANA TAXPAYERS ASSOCIATION is 81-0171180.
- Is MONTANA TAXPAYERS ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1947.
- Are donations to MONTANA TAXPAYERS ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MONTANA TAXPAYERS 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 TAXPAYERS ASSOCIATION due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTANA TAXPAYERS ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended October 2025.
- Who are the officers and directors of MONTANA TAXPAYERS ASSOCIATION?
- The 990 for the year ended October 31, 2025 lists 22 people; 2 received compensation from the organization, the highest $100,215 (ROBERT STORY, Executive Dir.).
- How much revenue does MONTANA TAXPAYERS ASSOCIATION have?
- On its 990 for the year ended October 31, 2025 it reported revenue of $215,941, expenses of $191,183 and total assets of $128,202 at year end.
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