Civic Intelligence

Montana Tax Foundation

EIN 81-0393505 • 501(c)3 • Helena, MT

View Organization Page

Profile

The purposes of Montana Tax Foundation are to provide research and review of all areas regarding taxation and expenditures by governmental agencies and to provide education and information in such areas of taxation and expenditures.

PO Box 4909Helena, MT 59604

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

14th percentile

-51%

Higher net margin than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

47th percentile

-3.5%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

9th percentile

-84%

Faster revenue growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$68,172

Down $2,477 (-3.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$68,172

Down $2,477 (-3.5%) from 2019

Operations
Liabilities / Revenue62nd percentileNet Margin14th percentile

Revenue

Down

$4,876

Down $24,993 (-84%) from 2019

Expenses

Down

$7,353

Down $24,650 (-77%) from 2019

Net Income

Down

-$2,477

Down $343 (-16%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$1.0M$500K$0-$500K-$1.0MAssets 2010: $49,845Liabilities 2010: $413,104Net Assets 2010: -$363,2592010Assets 2011: $48,760Liabilities 2011: $470,358Net Assets 2011: -$421,5982011Assets 2012: $100,098Liabilities 2012: $579,734Net Assets 2012: -$479,6362012Assets 2013: $82,425Liabilities 2013: $597,549Net Assets 2013: -$515,1242013Assets 2014: $65,875Liabilities 2014: $639,295Net Assets 2014: -$573,4202014Assets 2015: $96,861Liabilities 2015: $642,303Net Assets 2015: -$545,4422015Assets 2016: $92,368Liabilities 2016: $643,309Net Assets 2016: -$550,9412016Assets 2017: $82,474Liabilities 2017: $3,961Net Assets 2017: $78,5132017Assets 2018: $76,256Liabilities 2018: $3,473Net Assets 2018: $72,7832018Assets 2019: $70,649Liabilities 2019: $0Net Assets 2019: $70,6492019Assets 2020: $68,172Liabilities 2020: $0Net Assets 2020: $68,1722020

Highlighted filing

2020

Assets$68,172
Liabilities$0
Net Assets$68,172
Open 2020 Filing

Operations Trend

Revenue Growth9th percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $123,907Expenses 2010: $206,145Net Income 2010: -$82,2382010Revenue 2011: $147,551Expenses 2011: $205,890Net Income 2011: -$58,3392011Revenue 2012: $143,750Expenses 2012: $201,788Net Income 2012: -$58,0382012Revenue 2013: $141,526Expenses 2013: $177,014Net Income 2013: -$35,4882013Revenue 2014: $127,954Expenses 2014: $186,250Net Income 2014: -$58,2962014Revenue 2015: $203,437Expenses 2015: $175,459Net Income 2015: $27,9782015Revenue 2016: $172,297Expenses 2016: $177,796Net Income 2016: -$5,4992016Revenue 2017: $176,725Expenses 2017: $187,906Net Income 2017: -$11,1812017Revenue 2018: $182,735Expenses 2018: $188,465Net Income 2018: -$5,7302018Revenue 2019: $29,869Expenses 2019: $32,003Net Income 2019: -$2,1342019Revenue 2020: $4,876Expenses 2020: $7,353Net Income 2020: -$2,4772020

Highlighted filing

2020

Revenue$4,876
Expenses$7,353
Net Income-$2,477
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$68,172
Liabilities
$0
Net assets
$68,172
Revenue
$4,876
Expenses
$7,353
Net income
-$2,477
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$0.05$0.07$0.02
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.00$0.71$0.30$0.32$0.02
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.03$0.73$1.83$1.88$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.04$0.79$1.77$1.88$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.92$6.43$5.51$1.72$1.78$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.97$6.42$5.45$2.03$1.75$0.28
2014Detailed filing. Detailed filing data is available for this year.$0.66$6.39$5.73$1.28$1.86$0.58
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$5.98$5.15$1.42$1.77$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$5.80$4.80$1.44$2.02$0.58
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$4.70$4.22$1.48$2.06$0.58
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$4.13$3.63$1.24$2.06$0.82
Latest Detailed Filing

The latest 2020 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Mar 11, 2020
Return Version
2018v3.1
Gross Receipts
$29,869
Mission and Program Overview

Mission

The purposes of Montana Tax Foundation are to provide research and review of all areas regarding taxation and expenditures by governmental agencies and to provide education and information in such areas of taxation and expenditures.

To provide research & review of all areas regarding taxation & expenditures by governmental agencies & to provide education & information in such areas of taxation and expenditures.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$50,854$51,111▲ $257
Cash and Non-Interest-Bearing Accounts$22,402$16,538▼ $5,864
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$76,256$70,649▼ $5,607
Other Assets Total$3,000$3,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$3,473$0▼ $3,473
Total Liabilities$3,473$0▼ $3,473
Net Assets / Fund Balance
Unrestricted Net Assets$72,783$70,649▼ $2,134
Total Net Assets Fund Balance$72,783$70,649▼ $2,134
Total Liabilities and Net Assets / Fund Balance$76,256$70,649▼ $5,607

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$11,423$11,423
Leasehold Improvements$0$3,000$3,000
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert StoryExecutive Secretary-$82,383$8,374$90,757
Pam HyattTreasurerPT$57,477$5,960$63,437

Board Members and Trustees

NameTitle
Tom EbzeryPresident
Dwaine IversonVice President
Bruce TutvedtDirector
Frank CoteDirector
Gordan NelsenDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$4,015
Program Service Revenue
$2,598
Investment Income
$256
Other Revenue
$23,000
All Other Contributions
$4,015
Change in Net Assets
$-2,134
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$29,138
Other Expenses$2,865
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$21,722$5,430-$27,152
Office Expenses$1,712$428-$2,140
Payroll Taxes$1,589$397-$1,986
Fees for Services Accounting-$725-$725
Total Functional Expenses$25,023$6,980$0$32,003
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
Lobbying activity
No
Subject to proxy tax
No
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 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 montana tax foundation consists of two classes of members: voting and non-voting members. The qualifications, rights, and privileges of each class shall be as follows: voting members - the voting members shall consist of the board of directors of the montana taxpayers' association. The voting members shall elect the directors for montana tax foundation. Non-voting members - the non-voting members shall be all members in good standing of the montana taxpayers' association. The non-voting members shall receive copies of educational materials produced by the foundation and other information as determined by the board of directors.”

Form 990, Part VI, Section A, Line 7A

“The voting members shall consist of the board of directors of the montana taxpayers' association. The voting members shall elect the directors for montana tax foundation.”

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

“The form 990 was reviewed by officers of the montana tax foundation before being filed with the internal revenue service.”

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

“The organization will enforce the policy on a case by case basis. The executive board will review those situations.”

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
Montana Tax Foundation
EIN
81-0393505
Phone
4064422130
Address
PO BOX 4909, HELENA, MT 59604

Signing Officer

Name
Robert Story
Title
Executive Director
Phone
4064422130
Signed
2020-03-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Story
Formed
1980
Legal Domicile
Mt
Voting Board Members
7
Independent Board Members
5
Employees
2
Volunteers
5

Preparer

Firm
Wipfli Llp
Address
101 EAST FRONT STREET 301, MISSOULA, MT 59802
Preparer
Philip L Yasenak CPA
Phone
4067281800
Raw XML Appendix399 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03473
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE RESEARCH & REVIEW OF ALL AREAS REGARDING TAXATION & EXPENDITURES BY GOVERNMENTAL AGENCIES & TO PROVIDE EDUCATION & INFORMATION IN SUCH AREAS OF TAXATION AND EXPENDITURES.
IRS990/AllOtherContributionsAmt04015
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
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IRS990/BooksInCareOfDetail/PhoneNum04064422130
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0506 NORTH LAMBORN
IRS990/BooksInCareOfDetail/USAddress/CityNm0HELENA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd059601
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt022402
IRS990/CashNonInterestBearingGrp/EOYAmt016538
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt05430
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt021722
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt027152
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt04015
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0256
IRS990/CYOtherExpensesAmt02865
IRS990/CYOtherRevenueAmt023000
IRS990/CYProgramServiceRevenueAmt02598
IRS990/CYRevenuesLessExpensesAmt0-2134
IRS990/CYSalariesCompEmpBnftPaidAmt029138
IRS990/CYTotalExpensesAmt032003
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt029869
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0MONTANA TAX FOUNDATION PROVIDES RESEARCH AND REVIEW OF ALL AREAS REGARDING TAXATION AND EXPENDITURES BY GOVERNMENTAL AGENCIES AND PROVIDES EDUCATION AND INFORMATION IN SUCH AREAS OF TAXATION AND EXPENDITURES. MONTANA TAX FOUNDATION ADMINISTERS FUNDS FOR THE FURTHERANCE OF SCIENCE IN TAXATION, EFFICIENCY IN PUBLIC ADMINISTRATION AND ECONOMY IN PUBLIC FINANCE; TO MAKE GRANTS, AIDS, ENDOWMENTS, SCHOLARSHIPS AND FELLOWSHIPS, IN THE FURTHERANCE OF THESE OBJECTIVES; TO MAKE AWARDS TO INDIVIDUALS OR INSTITUTIONS FOR OUTSTANDING CONTRIBUTIONS IN THESE FIELDS; TO STIMULATE INTEREST, APTITUDE, TALENT AND PROFICIENCY OF SCHOLARS AND THOSE ACTIVELY ENGAGED IN THESE ARTS; TO ACT AS A TRAINING AGENCY FOR THE DEVELOPMENT OF PERSONS COMPETENT IN THE REQUISITE SKILLS AND TECHNIQUES TO FURTHER THESE OBJECTIVES; TO ESTABLISH A SCHOOL OR CONDUCT CLASSES IN THESE FIELDS; TO COOPERATE WITH OTHER ORGANIZATIONS AND OFFICIALS IN THE FIELD OF PUBLIC ADMINISTRATION; TO PROVIDE A LIBRARY AND A CLEARING HOUSE OF INFORMATION; TO COLLECT DATA, MAKE STUDIES, CONDUCT SURVEYS, RESEARCH PROJECTS, AND DEMONSTRATIONS; TO PROVIDE A FORUM AND TO HOLD OR FURTHER CONFERENCES; TO SEEK OUT AND ENCOURAGE THOSE PRINCIPALS AND ACTIVITIES WHICH FOSTER THESE OBJECTIVES; TO PUBLISH BOOKS, PERIODICALS, AND ISSUE OTHER LITERATURE; TO FURTHER PUBLIC UNDERSTANDING GERMANE TO THESE PREMISES.
IRS990/DescribedInSection501c3Ind01
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IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
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IRS990/ExpenseAmt025023
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
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IRS990/FeesForServicesAccountingGrp/TotalAmt0725
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
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IRS990/Form990PartVIISectionAGrp/PersonNm0TOM EBZERY
IRS990/Form990PartVIISectionAGrp/PersonNm1DWAINE IVERSON
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IRS990/Form990PartVIISectionAGrp/PersonNm3BRUCE TUTVEDT
IRS990/Form990PartVIISectionAGrp/PersonNm4GORDAN NELSEN
IRS990/Form990PartVIISectionAGrp/PersonNm5ROBERT STORY
IRS990/Form990PartVIISectionAGrp/PersonNm6PAM HYATT
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXECUTIVE SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/OfficerMailingAddressInd00
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IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/BusinessCd1511190
IRS990/ProgramServiceRevenueGrp/Desc0DATABASE REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1SUBSCRIPTION REVENUE
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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt025598
IRS990/SavingsAndTempCashInvstGrp/BOYAmt050854
IRS990/SavingsAndTempCashInvstGrp/EOYAmt051111
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04015
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04740
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt042335
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt085425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt086465
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0222980
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0256
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0147
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt027
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0434
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0541649
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.72570
IRS990ScheduleA/PublicSupportPY170Pct00.84330
IRS990ScheduleA/PublicSupportTotal170Amt0162127
IRS990ScheduleA/SubstantialContributorsTotAmt060853
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04015
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04740
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt042335
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt085425
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt086465
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0222980
IRS990ScheduleA/TotalSupportAmt0223414
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011423
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011423
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt03000
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt03000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERSHIP IN MONTANA TAX FOUNDATION CONSISTS OF TWO CLASSES OF MEMBERS: VOTING AND NON-VOTING MEMBERS. THE QUALIFICATIONS, RIGHTS, AND PRIVILEGES OF EACH CLASS SHALL BE AS FOLLOWS: VOTING MEMBERS - THE VOTING MEMBERS SHALL CONSIST OF THE BOARD OF DIRECTORS OF THE MONTANA TAXPAYERS' ASSOCIATION. THE VOTING MEMBERS SHALL ELECT THE DIRECTORS FOR MONTANA TAX FOUNDATION. NON-VOTING MEMBERS - THE NON-VOTING MEMBERS SHALL BE ALL MEMBERS IN GOOD STANDING OF THE MONTANA TAXPAYERS' ASSOCIATION. THE NON-VOTING MEMBERS SHALL RECEIVE COPIES OF EDUCATIONAL MATERIALS PRODUCED BY THE FOUNDATION AND OTHER INFORMATION AS DETERMINED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE VOTING MEMBERS SHALL CONSIST OF THE BOARD OF DIRECTORS OF THE MONTANA TAXPAYERS' ASSOCIATION. THE VOTING MEMBERS SHALL ELECT THE DIRECTORS FOR MONTANA TAX FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 WAS REVIEWED BY OFFICERS OF THE MONTANA TAX FOUNDATION BEFORE BEING FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION WILL ENFORCE THE POLICY ON A CASE BY CASE BASIS. THE EXECUTIVE BOARD WILL REVIEW THOSE SITUATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND APPROVES COMPENSATION BASED ON KNOWLEDGE OF WHAT COMPARABLE JOBS PAY IN THE AREA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE MONTANA TAXPAYERS' ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0810171180
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RESOURCE FOR NONPARTISAN TAX AND GOVERNMENT SPENDING INFORMATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 4909
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HELENA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd059604
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0164901
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE MONTANA TAXPAYERS' ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0O
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt076256
IRS990/TotalAssetsEOYAmt070649
IRS990/TotalAssetsGrp/BOYAmt076256
IRS990/TotalAssetsGrp/EOYAmt070649
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt04015
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06980
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt025023
IRS990/TotalFunctionalExpensesGrp/TotalAmt032003
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03473
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt03473
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt072783
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt070649
IRS990/TotalOtherCompensationAmt014334
IRS990/TotalProgramServiceExpensesAmt025023
IRS990/TotalProgramServiceRevenueAmt02598
IRS990/TotalReportableCompFromOrgAmt0139860
IRS990/TotalRevenueGrp/ExclusionAmt0256
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt025598
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt029869
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt076256
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt070649
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt072783
IRS990/UnrestrictedNetAssetsGrp/EOYAmt070649
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 4909
IRS990/USAddress/CityNm0HELENA
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059604
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT STORY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04064422130
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTANA TAX FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0810393505
ReturnHeader/Filer/PhoneNum04064422130
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4909
ReturnHeader/Filer/USAddress/CityNm0HELENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059604
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BE7A92E7B0152C1C6812F3C99C620D56F411D8FD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt063.235.138.172
ReturnHeader/FilingSecurityInformation/IPDt02020-03-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm008:00:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 EAST FRONT STREET 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MISSOULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059802
ReturnHeader/PreparerPersonGrp/PhoneNum04067281800
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILIP L YASENAK CPA
ReturnHeader/ReturnTs02020-03-12T14:54:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-11-01
ReturnHeader/TaxPeriodEndDt02019-10-31
ReturnHeader/TaxYr02018

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