Nonprofit · EIN 81-0284584
MONTANA LODGING & HOSPITALITY ASSOCIATION
Tax-exempt · HELENA, MT 59624
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $177,473 | $176,427 | $1,046 | $71,779 | $7,153 | $64,626 |
| June 30, 2024 | 990 | $171,537 | $154,367 | $17,170 | $62,648 | $0 | $62,648 |
| June 30, 2022 | 990 | $158,332 | $143,835 | $14,497 | $59,073 | $0 | $59,073 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $112,399
- of which government grants
- $15,000
- Membership dues
- $97,399
- Program service revenue
- $60,199
- Investment income
- $3,125
- Other revenue
- $1,750
Expenses
- Grants and similar amounts paid
- $9,750
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,375
- Travel
- $4,444
- Program services (functional)
- $176,427
Balance sheet and other
- Total assets, start of year
- $62,648
- Total assets, end of year
- $71,779
- Total liabilities, end of year
- $7,153
- Net assets, end of year
- $64,626
- Publicly traded securities
- $65,030
- Net assets without donor restrictions
- $64,626
- Gross receipts
- $177,473
- Employees
- 0
- Year formed
- 1945
- 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 |
|---|---|---|---|
| Bryce Baker | Director Trustee or director | 2 | $0 |
| Shelli Mann | Treasurer Trustee or director | 2 | $0 |
| Barb Rooney | Director Trustee or director | 2 | $0 |
| Steve Wahrlich | Director Trustee or director | 2 | $0 |
| Erica Kimble | Vice Chairman Trustee or director | 2 | $0 |
| Stefan Cattarin | Director Trustee or director | 2 | $0 |
| Dean Fiedler | Directors Trustee or director | 2 | $0 |
| Hillary Folkvord | Directors Trustee or director | 2 | $0 |
| John Opitz | Allied Director Trustee or director | 2 | $0 |
| Jacob Klatt | Director Trustee or director | 2 | $0 |
| Patrick McVey | Director Trustee or director | 2 | $0 |
| Tim Geisler | Past Chairman Officer | 2 | $0 |
| Whitney Bergmann | Chairman Officer | 2 | $0 |
| Melissa Shannon | Executive Director Officer | 2 | $0 |
| Peggy Trenk | Association Coordinator Officer | 2 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Chantelle McDuffie | President of Sales Officer | 2 | $0 |
| Monique Lane | President of Sales Officer | 2 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stefan Cattarin | Director Trustee or director | 1 | $0 |
| Erica Kimble | Vice Chairman Trustee or director | 2 | $0 |
| Anita Johnson | Directors Trustee or director | 1 | $0 |
| Hillary Folkvord | Directors Trustee or director | 1 | $0 |
| Dean Fiedler | Directors Trustee or director | 1 | $0 |
| Steve Wahrlich | Director Trustee or director | 1 | $0 |
| John Opitz | Allied Director Trustee or director | 1 | $0 |
| Bryce Baker | Director Trustee or director | 1 | $0 |
| Dax Schieffer | Ad Hoc Director Trustee or director | 0 | $0 |
| Shelli Mann | Treasurer Trustee or director | 2 | $0 |
| Barb Rooney | Director Trustee or director | 1 | $0 |
| Monique Harasymcuk | Vice President of Sales Officer | 1 | $0 |
| Chantelle McDuffie | President of Sales Officer | 1 | $0 |
| Whitney Bergmann | Chairman Officer | 1 | $0 |
| Tim Geisler | Past Chairman Officer | 2 | $0 |
| Beth Emter | Association Coordinator Officer | 2 | $0 |
| Stuart Doggett | Executive Director Officer | 1 | $0 |
990 for the year ended June 30, 2022: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Shelli Mann | Director Trustee or director | 1 | $0 |
| Sandra Johnson-Thares | Director Trustee or director | 1 | $0 |
| Barb Rooney | Director Trustee or director | 1 | $0 |
| Erica Kimble | Director Trustee or director | 1 | $0 |
| Steve Wahrlich | Director Trustee or director | 1 | $0 |
| Becky Henne | Director Trustee or director | 1 | $0 |
| Bryce Baker | Director Trustee or director | 1 | $0 |
| Tim Geisler | Chairman Officer | 2 | $0 |
| Stuart Doggett | Executive Director Officer | 1 | $0 |
| Beth Emter | Association Coordinator Officer | 2 | $0 |
| Whitney Bergmann | Treasurer Officer | 1 | $0 |
| Matt Sease | Past Chairman Officer | 2 | $0 |
| Jim Tucker | Vice Chairman Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1272, HELENA, MT 59624-1272
- In care of
- % WHITNEY BERGMANN
- Signed the 990
- WHITNEY BERGMANN, Chairman
- Phone
- (406) 449-8408
- Website
- mtlha.com
- Return prepared by
- Laser 1040 by Mariegard
Mission
See Schedule O
Program accomplishments
- Annual Convention and other Operation Fees - enhance the interest of innkeepers, improve their public relations, promote the social interest and educational interest of owners, operators, managers and other operation expenses normally incured by normal operations.Expenses $88,214
- Educational Materials - provice information to enhance the knowlede, public ralations and interest of owners, operators, managers. To maintain high standards of lodging facilities.Expenses $44,107
- Insurance Program - provide discounted Workers Compensation Insurance generating insurance cost savings for members.Expenses $44,106
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
- 81-0284584
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1945
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $71,779
- Income (IRS master file)
- $177,473
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $177,473 | $176,427 | $71,779 | IRS |
| 990 | June 2024 | $171,537 | $154,367 | $62,648 | XML |
| 990 | June 2023 | $161,333 | $175,038 | $44,469 | IRS |
| 990 | June 2022 | $158,332 | $143,835 | $59,073 | XML |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 81-0284584).
Questions about MONTANA LODGING & HOSPITALITY ASSOCIATION
- What is the EIN of MONTANA LODGING & HOSPITALITY ASSOCIATION?
- The employer identification number (EIN) of MONTANA LODGING & HOSPITALITY ASSOCIATION is 81-0284584.
- Is MONTANA LODGING & HOSPITALITY ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1945.
- Are donations to MONTANA LODGING & HOSPITALITY ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MONTANA LODGING & HOSPITALITY 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 LODGING & HOSPITALITY 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 LODGING & HOSPITALITY ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of MONTANA LODGING & HOSPITALITY ASSOCIATION?
- The 990 for the year ended June 30, 2025 lists 17 people; 0 received compensation from the organization.
- How much revenue does MONTANA LODGING & HOSPITALITY ASSOCIATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $177,473, expenses of $176,427 and total assets of $71,779 at year end.
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