Civic Intelligence

Montana Lodging & Hospitality Assn

EIN 81-0284584 • 501(c)6 • Helena, MT

PO Box 1272Helena, MT 59624

mtlha.com

Siviq Scores

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

Liabilities / Assets

75th percentile

0.10x

Higher debt load relative to assets than 75% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

70th percentile

0.04x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

50th percentile

0.6%

Higher net margin than 50% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

75th percentile

15%

Faster asset growth than 75% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

57th percentile

3.5%

Faster revenue growth than 57% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$71,779

Up $9,131 (+15%) from 2024

Liabilities

Up

$7,153

Up $7,153 from 2024

Net Assets

Up

$64,626

Up $1,978 (+3.2%) from 2024

Revenue

Up

$177,473

Up $5,936 (+3.5%) from 2024

Expenses

Up

$176,427

Up $22,060 (+14%) from 2024

Net Income

Down

$1,046

Down $16,124 (-94%) from 2024

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0Assets 2012: $88,197Liabilities 2012: $0Net Assets 2012: $88,1972012Assets 2013: $70,789Liabilities 2013: $0Net Assets 2013: $70,7892013Assets 2014: $73,698Liabilities 2014: $0Net Assets 2014: $73,6982014Assets 2015: $59,990Liabilities 2015: $0Net Assets 2015: $59,9902015Assets 2016: $51,940Liabilities 2016: $0Net Assets 2016: $51,9402016Assets 2017: $41,853Liabilities 2017: $0Net Assets 2017: $41,8532017Assets 2018: $36,417Liabilities 2018: $0Net Assets 2018: $36,4172018Assets 2019: $27,173Liabilities 2019: $0Net Assets 2019: $27,1732019Assets 2020: $31,967Liabilities 2020: $0Net Assets 2020: $31,9672020Assets 2021: $48,943Liabilities 2021: $0Net Assets 2021: $48,9432021Assets 2022: $59,073Liabilities 2022: $0Net Assets 2022: $59,0732022Assets 2023: $44,469Liabilities 2023: $0Net Assets 2023: $44,4692023Assets 2024: $62,648Liabilities 2024: $0Net Assets 2024: $62,6482024Assets 2025: $71,779Liabilities 2025: $7,153Net Assets 2025: $64,6262025

Highlighted filing

2025

Assets$71,779
Liabilities$7,153
Net Assets$64,626

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2012: $237,2292012Expenses 2013: $227,1672013Revenue 2014: $244,148Expenses 2014: $245,052Net Income 2014: -$9042014Revenue 2015: $225,362Expenses 2015: $237,563Net Income 2015: -$12,2012015Revenue 2016: $197,588Expenses 2016: $177,064Net Income 2016: $20,5242016Revenue 2017: $167,169Expenses 2017: $178,700Net Income 2017: -$11,5312017Revenue 2018: $173,021Expenses 2018: $178,455Net Income 2018: -$5,4342018Revenue 2019: $166,208Expenses 2019: $172,379Net Income 2019: -$6,1712019Revenue 2020: $157,612Expenses 2020: $152,553Net Income 2020: $5,0592020Revenue 2021: $111,829Expenses 2021: $99,554Net Income 2021: $12,2752021Revenue 2022: $158,332Expenses 2022: $143,835Net Income 2022: $14,4972022Revenue 2023: $161,333Expenses 2023: $175,038Net Income 2023: -$13,7052023Revenue 2024: $171,537Expenses 2024: $154,367Net Income 2024: $17,1702024Revenue 2025: $177,473Expenses 2025: $176,427Net Income 2025: $1,0462025

Highlighted filing

2025

Revenue$177,473
Expenses$176,427
Net Income$1,046

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.72$0.07$0.65$1.77$1.76$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$1.72$1.54$0.17
2023Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$1.61$1.75$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$1.58$1.44$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$1.12$1.00$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$1.58$1.53$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$1.66$1.72$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$1.73$1.78$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$1.67$1.79$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$1.98$1.77$0.21
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$2.25$2.38$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$2.44$2.45$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.00$0.71$2.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.00$0.88$2.37
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 30, 2025
Return Version
2024v5.2
Gross Receipts
$177,473
Mission and Program Overview

Mission

See Schedule O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$60,715$65,030▲ $4,315
Prepaid Expenses and Deferred Charges-$4,339-
Cash and Non-Interest-Bearing Accounts$1,933$2,410▲ $477
Total Assets$62,648$71,779▲ $9,131
Liabilities
Deferred Revenue-$7,153-
Total Liabilities$0$7,153▲ $7,153
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$62,648$64,626▲ $1,978
Total Net Assets Fund Balance$62,648$64,626▲ $1,978
Total Liabilities and Net Assets / Fund Balance$62,648$71,779▲ $9,131
Compensation and Service Providers

Board Members and Trustees

NameTitle
Whitney BergmannChairman
Tim GeislerPast Chairman
Chantelle McDuffiePresident of Sales
Monique LanePresident of Sales
Erica KimbleVice Chairman
John OpitzAllied Director
Barb RooneyDirector
Bryce BakerDirector
Jacob KlattDirector
Patrick McVeyDirector
Stefan CattarinDirector
Steve WahrlichDirector
Dean FiedlerDirectors
Hillary FolkvordDirectors
Melissa ShannonExecutive Director
Peggy TrenkAssociation Coordinator
Shelli MannTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$112,399
Program Service Revenue
$60,199
Investment Income
$3,125
Other Revenue
$1,750
Change in Net Assets
$1,046
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$166,677
Grants and Similar Amounts Paid$9,750
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$84,500--$84,500
Conferences and Meetings$54,895--$54,895
Grants to Domestic Orgs$9,750--$9,750
All Other Expenses$7,821--$7,821
Information Technology$7,688--$7,688
Travel$4,444--$4,444
Fees for Services Accounting$1,375--$1,375
Other Expenses$600--$600
Total Functional Expenses$176,427$0$0$176,427
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Management duties delegation Part VI line 3

Day to Day management for 2024 duties have been delegated to Benchmark Public Affairs. The President of Benchmark Public Affairs, Melissa Shannon is the Executive Director of this Organization.

Governing body meeting documentation Part VI line 8A

Written minutes of every meeting held, including written minutes of all actions undertaken are maintained in the Organizations Minute Book.

Committee meeting documentation Part VI line 8B

All Committees are required to maintain minutes of all meetings and actions undertaken and maintain copies of such in their Minutes Book.

Form 990 governing body review Part VI line 11

The 990 return is delivered to the Executive Director who in turn delivers it to the Board of Directors along with an Accountants Report of of Assets, Liabilities and Net Assets and related statements of Support, Revenues, Expenses and Other Changes in Net Assets.

Governing documents etc available to public Part VI line 19

Many documents are available on the webstie; other documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Montana Lodging & Hospitality Assn
EIN
81-0284584
In Care Of
% Whitney Bergmann
Phone
4064498408
Address
PO BOX 1272, Helena, MT 59624

Signing Officer

Name
Whitney Bergmann
Title
Chairman
Phone
4064425490
Signed
2025-09-30
Discuss with paid preparer
No

Organization Details

Formed
1945
Legal Domicile
Mt
Voting Board Members
15
Independent Board Members
15
Employees
0

Preparer

Firm
Laser 1040 by Mariegard
Address
1018 W Custer Avenue Ste 1, Helena, MT 59602
Preparer
Gary Mariegard Ea
Phone
4064421700
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

Adjustment for Equity on balance sheet $-410

List of other expenses Part IX line 24E

Day to day expenses that did not fall under any other category: Legislative Expense, Supplies, bank charges, Telephone, PR/Promotion, Licenses and Permits, Membership fees, Subscriptions, and Expenses specifically applied to the MT grant money given to the association and not categorized in any other expense.

General explanation attachment

EXEMPT PURPOSE:Educate members throughtout the year about recent trends and policy changes impacting the lodging industry. We provide written and electronic educational materials to members; we provide cost saving benefits such as discounted credit card processing and insurance programs. We provide an annual convention complete with a trade show for members. The number of persons benefitted by our program is estimated to be in excess of 2,500. Voices of Montana Tourism - a collaboration of 21 statewide organizations that formed in 2011 to raise awareness about tourisms value to Montana. Through education and communication, the group works to foster supportive policies affecting tourism and tourism promotion - which is funded with lodging tax revenues paid by overnight guests of Montana accommodations.

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IRS990/MissionDesc0See Schedule O
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IRS990/ProgSrvcAccomActy2Grp/Desc0Educational Materials - provice information to enhance the knowlede, public ralations and interest of owners, operators, managers. To maintain high standards of lodging facilities.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt044107
IRS990/ProgSrvcAccomActy3Grp/Desc0Insurance Program - provide discounted Workers Compensation Insurance generating insurance cost savings for members.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Day to Day management for 2024 duties have been delegated to Benchmark Public Affairs. The President of Benchmark Public Affairs, Melissa Shannon is the Executive Director of this Organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Written minutes of every meeting held, including written minutes of all actions undertaken are maintained in the Organizations Minute Book.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All Committees are required to maintain minutes of all meetings and actions undertaken and maintain copies of such in their Minutes Book.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The 990 return is delivered to the Executive Director who in turn delivers it to the Board of Directors along with an Accountants Report of of Assets, Liabilities and Net Assets and related statements of Support, Revenues, Expenses and Other Changes in Net Assets.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Many documents are available on the webstie; other documents are made available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Adjustment for Equity on balance sheet $-410
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Day to day expenses that did not fall under any other category: Legislative Expense, Supplies, bank charges, Telephone, PR/Promotion, Licenses and Permits, Membership fees, Subscriptions, and Expenses specifically applied to the MT grant money given to the association and not categorized in any other expense.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7EXEMPT PURPOSE:Educate members throughtout the year about recent trends and policy changes impacting the lodging industry. We provide written and electronic educational materials to members; we provide cost saving benefits such as discounted credit card processing and insurance programs. We provide an annual convention complete with a trade show for members. The number of persons benefitted by our program is estimated to be in excess of 2,500. Voices of Montana Tourism - a collaboration of 21 statewide organizations that formed in 2011 to raise awareness about tourisms value to Montana. Through education and communication, the group works to foster supportive policies affecting tourism and tourism promotion - which is funded with lodging tax revenues paid by overnight guests of Montana accommodations.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Management duties delegation Part VI line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing body meeting documentation Part VI line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6List of other expenses Part IX line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7General explanation attachment
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0WHITNEY BERGMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum04064425490
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTANA LODGING & HOSPITALITY ASSN
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0810284584
ReturnHeader/Filer/InCareOfNm0% Whitney Bergmann
ReturnHeader/Filer/PhoneNum04064498408
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1272
ReturnHeader/Filer/USAddress/CityNm0Helena
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059624
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900655667

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