Civic Intelligence

The Montana Taxpayers Association

EIN 81-0171180 • 501(c)4 • Helena, MT

Profile

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.

PO Box 4909Helena, MT 59604

www.montax.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

74th percentile

0.06x

Higher debt load relative to assets than 74% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

72nd percentile

0.03x

Higher debt load relative to revenue than 72% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

67th percentile

11%

Higher net margin than 67% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

98th percentile

$100,215

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 46.4% of source-year revenue.

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

84th percentile

25%

Faster asset growth than 84% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

65th percentile

7.7%

Faster revenue growth than 65% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$128,202

Up $25,497 (+25%) from 2024

Liabilities

Up

$7,089

Up $739 (+12%) from 2024

Net Assets

Up

$121,113

Up $24,758 (+26%) from 2024

Revenue

Up

$215,941

Up $15,348 (+7.7%) from 2024

Expenses

Up

$191,183

Up $2,113 (+1.1%) from 2024

Net Income

Up

$24,758

Up $13,235 (+115%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2010: $413,220Liabilities 2010: $0Net Assets 2010: $413,2202010Assets 2011: $493,182Liabilities 2011: $4,754Net Assets 2011: $488,4282011Assets 2012: $585,904Liabilities 2012: $3,317Net Assets 2012: $582,5872012Assets 2013: $629,302Liabilities 2013: $1,822Net Assets 2013: $627,4802013Assets 2014: $702,320Liabilities 2014: $266Net Assets 2014: $702,0542014Assets 2015: $662,257Liabilities 2015: $266Net Assets 2015: $661,9912015Assets 2016: $649,590Liabilities 2016: $0Net Assets 2016: $649,5902016Assets 2017: $27,538Liabilities 2017: $0Net Assets 2017: $27,5382017Assets 2018: $32,770Liabilities 2018: $3,000Net Assets 2018: $29,7702018Assets 2019: $35,814Liabilities 2019: $6,541Net Assets 2019: $29,2732019Assets 2020: $55,596Liabilities 2020: $6,592Net Assets 2020: $49,0042020Assets 2021: $45,191Liabilities 2021: $6,586Net Assets 2021: $38,6052021Assets 2022: $63,165Liabilities 2022: $5,477Net Assets 2022: $57,6882022Assets 2023: $90,764Liabilities 2023: $6,040Net Assets 2023: $84,7242023Assets 2024: $102,705Liabilities 2024: $6,350Net Assets 2024: $96,3552024Assets 2025: $128,202Liabilities 2025: $7,089Net Assets 2025: $121,1132025

Highlighted filing

2025

Assets$128,202
Liabilities$7,089
Net Assets$121,113

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2010: $70,253Expenses 2010: $10,216Net Income 2010: $60,0372010Revenue 2011: $98,322Expenses 2011: $23,114Net Income 2011: $75,2082011Expenses 2012: $32,2662012Revenue 2013: $99,780Expenses 2013: $54,886Net Income 2013: $44,8942013Revenue 2014: $89,327Expenses 2014: $14,753Net Income 2014: $74,5742014Revenue 2015: $107,036Expenses 2015: $147,098Net Income 2015: -$40,0622015Revenue 2016: $95,939Expenses 2016: $108,606Net Income 2016: -$12,6672016Revenue 2017: $171,126Expenses 2017: $160,617Net Income 2017: $10,5092017Revenue 2018: $205,668Expenses 2018: $203,436Net Income 2018: $2,2322018Revenue 2019: $201,680Expenses 2019: $202,177Net Income 2019: -$4972019Revenue 2020: $201,231Expenses 2020: $181,500Net Income 2020: $19,7312020Revenue 2021: $204,804Expenses 2021: $215,203Net Income 2021: -$10,3992021Revenue 2022: $217,592Expenses 2022: $198,509Net Income 2022: $19,0832022Revenue 2023: $208,324Expenses 2023: $181,288Net Income 2023: $27,0362023Revenue 2024: $200,593Expenses 2024: $189,070Net Income 2024: $11,5232024Revenue 2025: $215,941Expenses 2025: $191,183Net Income 2025: $24,7582025

Highlighted filing

2025

Revenue$215,941
Expenses$191,183
Net Income$24,758

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.28$0.07$1.21$2.16$1.91$0.25
2024Detailed filing. Detailed filing data is available for this year.$1.03$0.06$0.96$2.01$1.89$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.91$0.06$0.85$2.08$1.81$0.27
2022Detailed filing. Detailed filing data is available for this year.$0.63$0.05$0.58$2.18$1.99$0.19
2021Detailed filing. Detailed filing data is available for this year.$0.45$0.07$0.39$2.05$2.15$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.56$0.07$0.49$2.01$1.82$0.20
2019Detailed filing. Detailed filing data is available for this year.$0.36$0.07$0.29$2.02$2.02$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.33$0.03$0.30$2.06$2.03$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$1.71$1.61$0.11
2016Detailed filing. Detailed filing data is available for this year.$6.50$0.00$6.50$0.96$1.09$0.13
2015Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$1.07$1.47$0.40
2014Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$0.89$0.15$0.75
2013Summary only. Only limited summary data is available for this year.$6.29$0.02$6.27$1.00$0.55$0.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.86$0.03$5.83$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.93$0.05$4.88$0.98$0.23$0.75
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.13$0.00$4.13$0.70$0.10$0.60
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2024 to Oct 31, 2025
Signed
Dec 9, 2025
Return Version
2024v5.2
Gross Receipts
$215,941
Mission and Program Overview

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 iNSURE THAT GOVERNMENT PROVIDES VALUE TO THE PUBLIC.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$83,669$89,044▲ $5,375
Savings and Temporary Cash Investments$19,036$38,158▲ $19,122
Prepaid Expenses and Deferred Charges-$1,000-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$102,705$128,202▲ $25,497
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$3,350$4,088▲ $738
Other Liabilities$3,000$3,001▲ $1
Total Liabilities$6,350$7,089▲ $739
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$96,355$121,113▲ $24,758
Total Net Assets Fund Balance$96,355$121,113▲ $24,758
Total Liabilities and Net Assets / Fund Balance$102,705$128,202▲ $25,497

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$16,104$16,104
Leasehold Improvements-$2,000$2,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Robert StoryExecutive DirectorFT$100,215$100,215
Kathleen StorySecretary/FINANPT$30,800$30,800

Board Members and Trustees

NameTitle
Tom EbzeryChairman
Mark BakerVice Chairman
Alan OlsonDirector
Brian HovenDirector
Chase HibbardDirector
Dallas ScholesDirector
Dana StillwellDirector
David GibsonDirector
David UphausDirector
Doug HardyDirector
Drew CziokDirector
Dwaine IversonDirector
Kyler NerisonDirector
Matt JonesDirector
Melissa LewisDirector
Michelle HarrisDirector
Shiell AndersonDirector
Tim KunklemanDirector
Tom RolfeDirector
Nancy SchleppTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$182,991
Program Service Revenue
$31,725
Investment Income
$825
Other Revenue
$400
Change in Net Assets
$24,758
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$146,555
Other Expenses$44,628
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$100,215$30,800-$131,015
Information Technology$8,488$3,638-$12,126
Conferences and Meetings$11,233--$11,233
Payroll Taxes$7,264$3,113-$10,377
Occupancy$7,086--$7,086
Insurance-$2,967-$2,967
Pension Plan Contributions$2,760--$2,760
Fees for Services Legal$2,500--$2,500
Other Employee Benefits$2,403--$2,403
Office Expenses$1,189$509-$1,698
Travel$1,590--$1,590
Other Expenses$539$1,179-$539
Fees for Services Accounting-$500-$500
All Other Expenses-$389-$389
Total Functional Expenses$146,215$44,968$0$191,183
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
DUE TO MT TAXPAYERS'S FOUNDATION$3,000
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Membership in the mta consist of two classes of members, voting and non-voting members. Voting members shall be either "individual or corporate". The qualifications, rights and privileges of each class shall be as follows:voting members:individual members - individual members shall consist of any individual taxpayer. Each qualified individual member shall have one vote on any matter submitted to the vote of the members.corporate members - corporate members shall consist of any company, corporation, partnership, trade association, or other legally-recognized business entity that is authorized to transact business within the state of montana. Any such entity may apply for a corporate membership in the association, which shall include membership for any number of its employees, officers, dirsctors, members or partners provided, however, that for all purposes, including but not limited to voting and determining the presence of quorum, all corporate members shall be collectively entitled to only one vote and shall be collectively counted as only one member.non-voting members:subscribers and government entities shall not be entitled to apply for voting membership in the association, and in the event that they engage in activities as supporters of the association, shall not be entitled to vote on any matter.

Form 990, Part VI, Section B, Line 11B

The form 990 was reviewed by officers of the mta befroe being filed with the irs.

Form 990, Part VI, Section B, Line 12C

Each disclosure of a conflict of interest is discussed with the executive board.

Form 990, Part VI, Section B, Line 15A

The board reviews the compensation of the executive director and approves compensation based on knowledge of what comparable jobs pay in the area.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
The Montana Taxpayers Association
EIN
81-0171180
Phone
4064422130
Address
PO BOX 4909, HELENA, MT 59604

Signing Officer

Name
Robert Story
Title
Executive Director
Signed
2025-12-09
Discuss with paid preparer
Yes

Organization Details

Formed
1947
Legal Domicile
Mt
Voting Board Members
21
Independent Board Members
21
Employees
2
Volunteers
2

Preparer

Firm
Atwood Accounting Services LLC
Address
110 E LYNDALE AVE, HELENA, MT 59601
Preparer
Terry Atwood
Phone
4064421947
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