Nonprofit · EIN 81-0424947
ASSOCIATED EMPLOYERS OF MONTANA
Tax-exempt · BILLINGS, MT 59108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $1,685,245 | $1,279,048 | $406,197 | $3,945,921 | $7,585 | $3,938,336 |
| May 31, 2024 | 990 | $1,780,871 | $1,229,701 | $551,170 | $3,542,131 | $9,992 | $3,532,139 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $889,020
- Membership dues
- $889,020
- Program service revenue
- $761,838
- Investment income
- $41,296
- Other revenue
- -$6,909
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $978
- Accounting fees
- $4,000
- Occupancy
- $41,850
- Travel
- $1,239
- Depreciation
- $554
Balance sheet and other
- Total assets, start of year
- $3,542,131
- Total assets, end of year
- $3,945,921
- Total liabilities, end of year
- $7,585
- Net assets, end of year
- $3,938,336
- Land, buildings and equipment
- $832
- Net assets without donor restrictions
- $3,938,336
- Gross unrelated business income
- -$22,547
- Gross receipts
- $1,685,245
- Employees
- 0
- Volunteers
- 12
- Year formed
- 1916
- 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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACQUELYN AYERS | CHAIR Trustee or director, Officer | 1 | $0 |
| CRAIG BARTHOLOMEW | PAST CHAIR Trustee or director | 1 | $0 |
| TRACY DUFRESNE | BOARD MEMBER Trustee or director | 1 | $0 |
| KEITH ROBINSON | BOARD MEMBER Trustee or director | 1 | $0 |
| BRIAN DENNIS | BOARD MEMBER Trustee or director | 1 | $0 |
| TREVOR DAER | BOARD MEMBER Trustee or director | 1 | $0 |
| RACHEL TURITTO | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL MARSH | BOARD MEMBER Trustee or director | 1 | $0 |
| CALVIN WILSON | BOARD MEMBER Trustee or director | 1 | $0 |
| DAVE CHANDLER | BOARD MEMBER Trustee or director | 1 | $0 |
| KIM KAISER | BOARD MEMBER Trustee or director | 1 | $0 |
| BRETT CLINE | BOARD MEMBER Trustee or director | 1 | $0 |
| GREG ROADIFER | PRESIDENT Officer | 10 | $0 |
990 for the year ended May 31, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACQUELYN AYERS | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 |
| CRAIG BARTHOLOMEW | IMMEDIATE PAST CHAIR Trustee or director | 1 | $0 |
| CAREY RATZLAFF | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| TRACY DUFRESNE | BOARD MEMBER Trustee or director | 1 | $0 |
| KEITH ROBINSON | BOARD MEMBER Trustee or director | 1 | $0 |
| BRIAN DENNIS | BOARD MEMBER Trustee or director | 1 | $0 |
| TREVOR DAER | BOARD MEMBER Trustee or director | 1 | $0 |
| RACHEL TURITTO | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL MARSH | BOARD MEMBER Trustee or director | 1 | $0 |
| CALVIN WILSON | BOARD MEMBER Trustee or director | 1 | $0 |
| DAVE CHANDLER | BOARD MEMBER Trustee or director | 1 | $0 |
| KIM KAISER | BOARD MEMBER Trustee or director | 1 | $0 |
| GREG ROADIFER | PRESIDENT Officer | 10 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 81087, BILLINGS, MT 59108-1087
- Principal officer (990 for 2024)
- GREG ROADIFER, 3435 MOUNTAIN PASS ROAD, BILLINGS, MT 59102
- Signed the 990
- GREG ROADIFER, PRESIDENT
- Phone
- (406) 248-6178
- Website
- WWW.ASSOCIATEDEMPLOYERS.ORG
- Return prepared by
- SUMMERS MCNEA & CO PC
Mission
ASSOCIATED EMPLOYERS OF MONTANA, INC.'S (AE) STATED MISSION IS TO PROVIDE EXPERT ADVICE, SUPPORT, INFORMATION, EDUCATION AND TRAINING IN EMPLOYEE RELATIONS, MANAGEMENT, HUMAN RESOURCES, RESEARCH AND GOVERNMENTAL REGULATIONS THAT AFFECT THE EMPLOYER/EMPLOYEE RELATIONSHIP. THE GOAL OF OUR MISSION IS TO PROMOTE POSITIVE EMPLOYER/EMPLOYEE RELATIONSHIPS THAT LEAD TO A PRODUCTIVE AND PROFITABLE WORKPLACE THAT WILL ULTIMATELY BENEFIT BOTH THE EMPLOYER AND THE EMPLOYEE.
Program accomplishments
- CONSULTING: AE CONSULTS WITH BUSINESSES ON TOPICS INCLUDING: HANDBOOK REVIEWS AND POLICY INFORMATION; JOB DESCRIPTIONS; RECRUITING; COACHING EMPLOYEES AND MANAGEMENT; STRATEGIC PLANNING; HUMAN RESOURCE PARTNERING AND ASSESSMENTS; LABOR RELATIONS; AFFIRMATIVE ACTION PLANS; INVESTIGATIONS; AND WORKFORCE STRATEGIES. IN THE LAST FISCAL YEAR AE PROVIDED 13 DIFFERENT SERVICE OFFERINGS FOR OVER 110 BUSINESSES.Expenses $27,383 · revenue $374,537
- ON-SITE TRAINING AND DEVELOPMENT: AE PROVIDES ON-SITE CLASSES THAT ARE CUSTOMIZED TO INCLUDE VARIOUS HR TOPICS, INCLUDING: EMPLOYMENT, WAGE AND HOUR LAWS AND REGULATIONS; HARASSMENT IN THE WORKPLACE; ADA/FMLA/WORKER'S COMPENSATION; AND MANAGEMENT RECRUITING, DISCIPLINE AND TERMINATION. IN ADDITION BUSINESS DEVELOPMENT TRAININGS INCLUDE: LEADERSHIP AND MANAGEMENT DEVELOPMENT; TRAIN THE TRAINER; CUSTOMER SERVICE; AND MANAGING THE GENERATION GAP. DURING THE FISCAL YEAR ENDED MAY 31, 2025, AE CONDUCTED ON-SITE TRAINING AT OVER 68 BUSINESSES FOCUSING ON ELEVEN DIFFERENT TOPICS WITH 50% OF THE BUSINESSES RECEIVING ASSISTANCE IN LEADERSHIP AND MANAGEMENT DEVELOPMENT.Expenses $75,878 · revenue $231,566
- PUBLIC TRAINING: PUBLIC TRAINING AND DEVELOPMENT CLASSES ARE OFFERED IN EITHER A LIVE OR A RECORDED FORMAT. TOPICS INCLUDE: EMPLOYMENT LAW; MANAGING PERFORMANCE AND BEHAVIORS OF STAFF; REASONABLE SUSPICION; MANAGEMENT EXCELLENCE; COACHING; PAYROLL AND OTHERS. OVER 225 TRAININGS WERE OFFERED DURING FISCAL YEAR 2025,INCLUDING WEBINARS. OVER 1,000 INDIVIDUALS PARTICIPATED IN TRAINING LED BY FIVE INSTRUCTORS.Expenses $7,886 · revenue $118,096
- OTHER PROGRAM SERVICES CONSISTS OF: COMPENSATION STUDIES; SURVEYS; RECRUITMENT; ETC.Expenses $7,596 · revenue $53,277
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 81-0424947
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1984
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,945,921
- Income (IRS master file)
- $1,685,245
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $1,685,245 | $1,279,048 | $3,945,921 | XML |
| 990 | May 2024 | $1,780,871 | $1,229,701 | $3,542,131 | XML |
| 990 | May 2023 | $1,736,389 | $1,169,415 | $2,986,352 | IRS |
| 990 | May 2022 | – | – | – | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 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 81-0424947).
Questions about ASSOCIATED EMPLOYERS OF MONTANA
- What is the EIN of ASSOCIATED EMPLOYERS OF MONTANA?
- The employer identification number (EIN) of ASSOCIATED EMPLOYERS OF MONTANA is 81-0424947.
- Is ASSOCIATED EMPLOYERS OF MONTANA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1984.
- Are donations to ASSOCIATED EMPLOYERS OF MONTANA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ASSOCIATED EMPLOYERS OF MONTANA 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 ASSOCIATED EMPLOYERS OF MONTANA due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ASSOCIATED EMPLOYERS OF MONTANA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of ASSOCIATED EMPLOYERS OF MONTANA?
- The 990 for the year ended May 31, 2025 names GREG ROADIFER.
- Who are the officers and directors of ASSOCIATED EMPLOYERS OF MONTANA?
- The 990 for the year ended May 31, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does ASSOCIATED EMPLOYERS OF MONTANA have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $1,685,245, expenses of $1,279,048 and total assets of $3,945,921 at year end.
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