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Montana Bankers Association

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$746k (2023)

Expenses
$691k (2023)

Total Assets
$4.29M (2023)

Total Liabilities
$7.96k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$745,510
Expenses
$691,280
Net Income
$54,230
Net Assets
$4,279,155
Notable Sources of Revenue Percent of Total Revenue
Contributions $365,503
49.0%
Program Services $363,050
48.7%
Investment Income $16,957
2.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,287,119
Total Liabilities $7,964
Net Assets $4,279,155
Compensation
Key Employees and Officers Compensation Related Other
Mike Seppala (Chair) $0 $0 $0
Kc Hickok (Vice Chair) $0 $0 $0
Tom Severson (Secretary/Treasurer) $0 $0 $0
Jake Pelczar (Immediate Past Chair) $0 $0 $0
Allen Mccormick (Director) $0 $0 $0
Sarah Jones (Director) $0 $0 $0
Bruce Hoyer (Director) $0 $0 $0
Charlie Pipal (Director) $0 $0 $0
Chuck Eble (Director) $0 $0 $0
Scott Klein (Director) $0 $0 $0
Randy Riley (Director) $0 $0 $0
Cary Hegreberg (President/Ceo) $0 $157,898 $26,877

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$730,559
Expenses
$664,455
Net Income
$66,104
Net Assets
$3,875,172
Notable Sources of Revenue Percent of Total Revenue
Contributions $350,884
48.0%
Program Services $366,532
50.2%
Investment Income $12,092
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,051
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,937,615
Total Liabilities $62,443
Net Assets $3,875,172
Compensation
Key Employees and Officers Compensation Related Other
Jake Pelczar (Chair) $0 $0 $0
Mike Seppala (Vice Chair) $0 $0 $0
Desiree Elkin (Secretary/Treasurer) $0 $0 $0
Bill Bickle (Immediate Past Chair) $0 $0 $0
Allen Mccormick (Director) $0 $0 $0
Bill Davies (Director) $0 $0 $0
Bruce Hoyer (Director) $0 $0 $0
Charlie Pipal (Director) $0 $0 $0
Chuck Eble (Director) $0 $0 $0
Greg Yockey (Director) $0 $0 $0
Kc Hickok (Director) $0 $0 $0
Randy Riley (Director) $0 $0 $0
Tom Severson (Director) $0 $0 $0
Cary Hegreberg (President/Ceo) $0 $149,598 $26,877

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$597,289
Expenses
$493,109
Net Income
$104,180
Net Assets
$4,022,106
Notable Sources of Revenue Percent of Total Revenue
Contributions $344,940
57.8%
Program Services $237,303
39.7%
Investment Income $14,694
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $352
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,037,278
Total Liabilities $15,172
Net Assets $4,022,106
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Bill Bickle (Chair) $0 $0 $0
Jake Pelczar (Vice Chair) $0 $0 $0
Mike Seppala (Secretary/Treasurer) $0 $0 $0
Bill Davies (Director) $0 $0 $0
Chuck Eble (Director) $0 $0 $0
Desiree Elkin (Director) $0 $0 $0
Kc Hickok (Director) $0 $0 $0
Bruce Hoyer (Director) $0 $0 $0
Allen Mccormick (Director) $0 $0 $0
Charlie Pipal (Director) $0 $0 $0
Randy Riley (Director) $0 $0 $0
Tom Severson (Director) $0 $0 $0
Greg Yockey (Director) $0 $0 $0
Cary Hegreberg (President) $0 $143,926 $34,236

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$603,045
Expenses
$639,615
Net Income
-$36,570
Net Assets
$3,312,164
Notable Sources of Revenue Percent of Total Revenue
Contributions $344,115
57.1%
Program Services $247,902
41.1%
Investment Income $11,028
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,312,164
Total Liabilities $0
Net Assets $3,312,164
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Steve Turkiewicz (Outgoing President) $0 $242,587 $12,500
Cary Hegreberg (Incoming President) $0 $83,336 $13,542
Bill Bickle (Chair) $0 $0 $0
Jake Pelczar (Vice Chair) $0 $0 $0
Mike Seppala (Secretary/Treasurer) $0 $0 $0
Robert Galt (Immediate Past Chair) $0 $0 $0
Kym Black (Director) $0 $0 $0
Bill Davies (Director) $0 $0 $0
Desiree Elkin (Director) $0 $0 $0
Kc Hickok (Director) $0 $0 $0
Bruce Hoyer (Director) $0 $0 $0
Gil Johnson (Director) $0 $0 $0
Gordon Johnson (Director) $0 $0 $0
Scott Klein (Director) $0 $0 $0
Allen Mccormick (Director) $0 $0 $0
Tom Severson (Director) $0 $0 $0
Bob Wrong (Director) $0 $0 $0
Greg Yockey (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$724,070
Expenses
$786,640
Net Income
-$62,570
Net Assets
$3,348,567
Notable Sources of Revenue Percent of Total Revenue
Contributions $350,455
48.4%
Program Services $365,370
50.5%
Investment Income $8,245
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,634,824
Total Liabilities $286,257
Net Assets $3,348,567
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Bill Lucas (Chair) $0 $0 $0
Bob Galt (Vice Chair) $0 $0 $0
Bill Bickle (Sec/Treas) $0 $0 $0
Rex Phipps (Immediate Past Chairman) $0 $0 $0
Jake Pelczar (Board Member) $0 $0 $0
Ryan Clevidence (Board Member) $0 $0 $0
Gordon Johnson (Board Member) $0 $0 $0
Scott Geda (Board Member) $0 $0 $0
Bruce Hoyer (Board Member) $0 $0 $0
Kc Hickok (Board Member) $0 $0 $0
Desiree Elkin (Board Member) $0 $0 $0
Richard Kingsley (Board Member) $0 $0 $0
Scott Klein (Board Member) $0 $0 $0
Tom Severson (Board Member) $0 $0 $0
Mike Seppala (Board Member) $0 $0 $0
Steve Turkiewicz Mba Pres (President) $0 $160,298 $12,824

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$691,322
Expenses
$718,390
Net Income
-$27,068
Net Assets
$3,490,125
Notable Sources of Revenue Percent of Total Revenue
Contributions $367,495
53.2%
Program Services $316,820
45.8%
Investment Income $7,007
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,501,057
Total Liabilities $10,932
Net Assets $3,490,125
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Rex Phipps (Chair) $0 $0 $0
Bill Lucas (Vice Chair) $0 $0 $0
Bob Galt (Sec/Treas) $0 $0 $0
Sam Waters (Immediate Past Chairman) $0 $0 $0
Andy Rio (Board Member) $0 $0 $0
Bill Bickle (Board Member) $0 $0 $0
Bill Gottwals (Board Member) $0 $0 $0
Bob Dewit (Board Member) $0 $0 $0
Bruce Hoyer (Board Member) $0 $0 $0
Gordon Johnson (Board Member) $0 $0 $0
Jake Pelzcar (Board Member) $0 $0 $0
Josh Webber (Board Member) $0 $0 $0
Kc Hickok (Board Member) $0 $0 $0
Mike Seppala (Board Member) $0 $0 $0
Rich Kingsley (Board Member) $0 $0 $0
Ryan Clevidence (Board Member) $0 $0 $0
Scott Geda (Board Member) $0 $0 $0
Scott Klein (Board Member) $0 $0 $0
Tim Combs (Board Member) $0 $0 $0
Tod Petersen (Board Member) $0 $0 $0
S Turkiewicz Mba Pres (President) $0 $168,047 $42,337

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$671,024
Expenses
$782,594
Net Income
-$111,570
Net Assets
$3,550,760
Notable Sources of Revenue Percent of Total Revenue
Contributions $367,169
54.7%
Program Services $297,671
44.4%
Investment Income $6,184
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,552,089
Total Liabilities $1,329
Net Assets $3,550,760
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Rex Phipps (Vice Chair) $0 $0 $0
Bruce Glennie (Immediate Past Chair) $0 $0 $0
Scott Burke (Board Member) $0 $0 $0
Tim Combs (Board Member) $0 $0 $0
Robert De Wit (Board Member) $0 $0 $0
Bruce Hoyer (Board Member) $0 $0 $0
Tom Swenson (Board Member) $0 $0 $0
Andy Rio (Board Member) $0 $0 $0
Jay Harris (Board Member) $0 $0 $0
Josh Webber (Board Member) $0 $0 $0
Bill Toner (Board Member) $0 $0 $0
Butch Bratsky (Board Member) $0 $0 $0
Bill Lucas (Sec/Treas) $0 $0 $0
Richard Kingsley (Board Member) $0 $0 $0
Bob Galt (Board Member) $0 $0 $0
Scott Klein (Board Member) $0 $0 $0
Scott Geda (Board Member) $0 $0 $0
S Turkiewicz Mba Pres (President) $0 $174,200 $5,479
Sam Waters (Chairman) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$719,972
Expenses
$721,069
Net Income
-$1,097
Net Assets
$3,678,990
Notable Sources of Revenue Percent of Total Revenue
Contributions $401,360
55.7%
Program Services $311,858
43.3%
Investment Income $6,754
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,745,522
Total Liabilities $66,532
Net Assets $3,678,990
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kevin Clark (Immediate Past Chair) $0 $0 $0
Rex Phipps (Secretary/Treasurer) $0 $0 $0
Ron Young (Board Member) $0 $0 $0
Bruce Glennie (Chairman) $0 $0 $0
Sam Waters (Vice Chairman) $0 $0 $0
Scott Burke (Board Member) $0 $0 $0
Tim Combs (Board Member) $0 $0 $0
Robert De Wit (Board Member) $0 $0 $0
Bruce Hoyer (Board Member) $0 $0 $0
Tom Swenson (Board Member) $0 $0 $0
Andy Rio (Board Member) $0 $0 $0
Jay Harris (Board Member) $0 $0 $0
Josh Webber (Board Member) $0 $0 $0
Bill Toner (Board Member) $0 $0 $0
Butch Bratsky (Board Member) $0 $0 $0
Bill Lucas (Board Member) $0 $0 $0
Richard Kingsley (Board Member) $0 $0 $0
Bob Galt (Board Member) $0 $0 $0
S Turkiewicz Mba Pres (President) $0 $180,633 $5,417

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$743,135
Expenses
$771,568
Net Income
-$28,433
Net Assets
$3,672,246
Notable Sources of Revenue Percent of Total Revenue
Contributions $445,724
60.0%
Program Services $289,325
38.9%
Investment Income $8,086
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,758,341
Total Liabilities $86,095
Net Assets $3,672,246
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Mitch Johnson (Immediate Past Chair) $0 $0 $0
Diane Kautzman (Secretary/Treasurer) $0 $0 $0
Ron Young (Board Member) $0 $0 $0
Bruce Glennie (Vice Chairman) $0 $0 $0
Kevin Clark (Chairman) $0 $0 $0
Scott Burke (Board Member) $0 $0 $0
Tim Combs (Board Member) $0 $0 $0
Robert Dewit (Board Member) $0 $0 $0
Rex Phipps (Board Member) $0 $0 $0
Tom Swenson (Board Member) $0 $0 $0
Lee Oldenburger (Board Member) $0 $0 $0
Jay Harris (Board Member) $0 $0 $0
Josh Webber (Board Member) $0 $0 $0
Bill Toner (Board Member) $0 $0 $0
Butch Bratsky (Board Member) $0 $0 $0
Bill Lucas (Board Member) $0 $0 $0
Sam Waters (Board Member) $0 $0 $0
Gary Miller (Board Member) $0 $0 $0
S Turkiewicz Mba Pres (President) $0 $195,864 $7,875
Amy Jenks (Vice President) $0 $111,036 $2,687
Tempi Ruth (Employee) $0 $103,012 $433

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$743,326
Expenses
$764,136
Net Income
-$20,810
Net Assets
$3,801,032
Notable Sources of Revenue Percent of Total Revenue
Contributions $449,780
60.5%
Program Services $284,189
38.2%
Investment Income $9,357
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,804,166
Total Liabilities $3,134
Net Assets $3,801,032
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Mitch Johnson (Immediate Past Chair) $0 $0 $0
Gary Miller (Board Member) $0 $0 $0
Diane Kautzman (Board Member) $0 $0 $0
Sam Waters (Vice Chairman) $0 $0 $0
Ron Young (Board Member) $0 $0 $0
Bruce Glennie (Secretary/Treasurer) $0 $0 $0
Kevin Clark (Chairman) $0 $0 $0
Scott Burke (Board Member) $0 $0 $0
Tim Combs (Board Member) $0 $0 $0
Robert Dewit (Board Member) $0 $0 $0
Rex Phipps (Board Member) $0 $0 $0
Tom Swenson (Board Member) $0 $0 $0
Lee Oldenburger (Board Member) $0 $0 $0
Jay Harris (Board Member) $0 $0 $0
Josh Webber (Board Member) $0 $0 $0
Bill Toner (Board Member) $0 $0 $0
Butch Bratsky (Board Member) $0 $0 $0
Bill Lucas (Board Member) $0 $0 $0
S Turkiewicz Mba Pres (President) $0 $167,460 $30,904

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$649,304
Expenses
$686,291
Net Income
-$36,987
Net Assets
$3,843,807
Notable Sources of Revenue Percent of Total Revenue
Contributions $432,345
66.6%
Program Services $191,709
29.5%
Investment Income $13,794
2.1%
Bond Proceeds $0
Royalties $11,456
1.8%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,849,071
Total Liabilities $5,264
Net Assets $3,843,807

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$846,367
Expenses
$833,054
Net Income
$13,313
Net Assets
$3,858,969
Notable Sources of Revenue Percent of Total Revenue
Contributions $434,135
51.3%
Program Services $383,743
45.3%
Investment Income $14,916
1.8%
Bond Proceeds $0
Royalties $13,573
1.6%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,038,975
Total Liabilities $180,006
Net Assets $3,858,969

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$847,234
Expenses
$839,834
Net Income
$7,400
Net Assets
$3,808,103
Notable Sources of Revenue Percent of Total Revenue
Contributions $432,780
51.1%
Program Services $370,462
43.7%
Investment Income $17,518
2.1%
Bond Proceeds $0
Royalties $26,474
3.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,000,179
Total Liabilities $192,076
Net Assets $3,808,103

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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