Montana Credit Unions League

Helena, MT
Tax-exempt since Jan. 2012
EIN: 81-0240316

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Type of Nonprofit

Designated as a 501(c)(6) Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Revenue

$2.36M (2024)

Expenses

$2.19M (2024)

Total Assets

$3M (2024)

Total Liabilities

$1.05M (2024)

Source: Form 990 tax filings from 2011 to 2024

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 Dec.
2024

Revenue

$2,363,884

Expenses

$2,188,511

Net Income

$175,373

Net Assets

$1,949,247

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$2,209,113	93.5%
Investment Income	$94,915	4.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$59,856	2.5%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$342,455	15.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$744,801	34.0%

Assets/Debt
Total Assets	$3,000,819
Total Liabilities	$1,051,572
Net Assets	$1,949,247

Compensation

Key Employees and Officers	Compensation	Related	Other
Gerry Singleton (Ceo)	$296,877	$0	$158,508
Karen Smith (Svp Chief Advocacy Officer)	$120,593	$0	$11,037
Ranel Smith (Vp Relationship Mgmt)	$101,017	$0	$9,859
Jeremy Presta (Chairman)	$0	$0	$0
Lindsay Beaty (Vice Chairman)	$0	$0	$0
Leslie Womack (Secretary/Treasurer)	$0	$0	$0
Tom Boos (Director)	$0	$0	$0
Jack Lawson (Director)	$0	$0	$0
Annamarie Deyoung (Director)	$0	$0	$0
Darci Parsons (Director)	$0	$0	$0

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990

Filed on June 6, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$2,053,012

Expenses

$1,979,941

Net Income

$73,071

Net Assets

$1,752,147

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,989,947	96.9%
Investment Income	$85,542	4.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	-$22,477

Notable Expenses		Percent of Total Expenses
Executive Compensation	$446,597	22.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$580,078	29.3%

Assets/Debt
Total Assets	$2,555,134
Total Liabilities	$802,987
Net Assets	$1,752,147

Compensation

Key Employees and Officers	Compensation	Related	Other
Tracie Kenyon (Ceo (Through May))	$243,521	$0	$41,040
Gerry Singleton (Ceo (Starting June))	$149,420	$0	$12,617
Karen Smith (Svp Chief Advocacy Officer)	$132,018	$0	$11,595
Ranel Smith (Vp Relationship Mgmt)	$101,708	$0	$9,761
Jeremy Presta (Chairman)	$0	$0	$0
Lindsay Beaty (Vice Chairman)	$0	$0	$0
Leslie Womack (Secretary/Treasurer)	$0	$0	$0
Tom Boos (Director)	$0	$0	$0
Jack Lawson (Director)	$0	$0	$0
Annamarie Deyoung (Director)	$0	$0	$0
Darci Parsons (Director)	$0	$0	$0

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990

Filed on May 15, 2024

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Fiscal Year Ending Dec.
2022

Revenue

$1,916,426

Expenses

$1,684,316

Net Income

$232,110

Net Assets

$1,651,081

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,882,912	98.3%
Investment Income	$13,052	0.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$28,063	1.5%
Net Inventory Sales	$0
Other Revenue	-$7,601

Notable Expenses		Percent of Total Expenses
Executive Compensation	$302,385	18.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$579,301	34.4%

Assets/Debt
Total Assets	$2,126,366
Total Liabilities	$475,285
Net Assets	$1,651,081

Compensation

Key Employees and Officers	Compensation	Related	Other
Tracie Kenyon (Ceo)	$259,807	$0	$42,578
Karen Smith (Svp Chief Advocacy Officer)	$103,788	$0	$9,648
Jeremy Presta (Chairman)	$0	$0	$0
Lindsay Beaty (Vice Chairman)	$0	$0	$0
Leslie Womack (Secretary/Treasurer)	$0	$0	$0
Tom Boos (Director)	$0	$0	$0
Jack Lawson (Director)	$0	$0	$0
Annamarie Deyoung (Director)	$0	$0	$0
Darci Parsons (Director)	$0	$0	$0

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990

Filed on Aug. 3, 2023

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Fiscal Year Ending Dec.
2021

Revenue

$1,802,838

Expenses

$1,732,458

Net Income

$70,380

Net Assets

$1,452,698

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,734,978	96.2%
Investment Income	$11,881	0.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$55,979	3.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$310,675	17.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$523,361	30.2%

Assets/Debt
Total Assets	$1,858,528
Total Liabilities	$405,830
Net Assets	$1,452,698

Compensation

Key Employees and Officers	Compensation	Related	Other
Tracie Kenyon (Ceo)	$279,008	$0	$31,587
Karen Smith (Svp Chief Advocacy Officer)	$101,595	$0	$5,501
Tom Boos (Chairman)	$0	$0	$0
Jeremy Presta (Vice Chairman)	$0	$0	$0
Leslie Womack (Secretary)	$0	$0	$0
Annamarie Deyoung (Director)	$0	$0	$0
Jack Lawson (Director)	$0	$0	$0
Bernie Neibauer (Director)	$0	$0	$0
Lindsay Beaty (Director)	$0	$0	$0

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990

Filed on May 12, 2022

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Fiscal Year Ending Dec.
2020

Revenue

$1,644,805

Expenses

$1,580,154

Net Income

$64,651

Net Assets

$1,382,318

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,628,988	99.0%
Investment Income	$20,605	1.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	-$4,788

Notable Expenses		Percent of Total Expenses
Executive Compensation	$305,579	19.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$498,710	31.6%

Assets/Debt
Total Assets	$1,660,309
Total Liabilities	$277,991
Net Assets	$1,382,318

Compensation

Key Employees and Officers	Compensation	Related	Other
Tracie Kenyon (President)	$274,260	$0	$31,319
Karen Smith (Svp Chief Advocacy Officer)	$105,818	$0	$5,649
Bernie Neibauer (Director)	$0	$0	$0
Jeremy Presta (Vice Chair)	$0	$0	$0
Jack Lawson (Director)	$0	$0	$0
Tom Boos (Chair)	$0	$0	$0
Leslie Womack (Secretary/Treasurer)	$0	$0	$0
Darla Card (Director)	$0	$0	$0
Rhonda Diefenderfer (Director)	$0	$0	$0

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990

Filed on May 16, 2021

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Fiscal Year Ending Dec.
2019

Revenue

$1,745,568

Expenses

$1,604,839

Net Income

$140,729

Net Assets

$1,317,667

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,672,704	95.8%
Investment Income	$33,450	1.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$39,414	2.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$275,721	17.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$511,917	31.9%

Assets/Debt
Total Assets	$1,541,294
Total Liabilities	$223,627
Net Assets	$1,317,667

Compensation

Key Employees and Officers	Compensation	Related	Other
Tracie Kenyon (President)	$246,522	$0	$29,199
Bernie Neibauer (Director)	$0	$0	$0
Jeremy Presta (Vice Chair)	$0	$0	$0
Jack Lawson (Director)	$0	$0	$0
Tom Boos (Chair)	$0	$0	$0
Leslie Womack (Secretary/Treasurer)	$0	$0	$0
Darla Card (Director)	$0	$0	$0
Rhonda Diefenderfer (Director)	$0	$0	$0

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990

Filed on May 14, 2020

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Fiscal Year Ending Dec.
2018

Revenue

$1,659,640

Expenses

$1,549,367

Net Income

$110,273

Net Assets

$1,176,938

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,657,889	99.9%
Investment Income	$3,125	0.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	-$1,374

Notable Expenses		Percent of Total Expenses
Executive Compensation	$259,967	16.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$515,611	33.3%

Assets/Debt
Total Assets	$1,373,247
Total Liabilities	$196,309
Net Assets	$1,176,938

Compensation

Key Employees and Officers	Compensation	Related	Other
Tracie Kenyon (President)	$231,498	$0	$28,469
Bernie Neibauer (Director)	$0	$0	$0
Jeremy Presta (Vice Chair)	$0	$0	$0
Jack Lawson (Director)	$0	$0	$0
Tom Boos (Chair)	$0	$0	$0
Leslie Womack (Secretary/Treasurer)	$0	$0	$0
Darla Card (Director)	$0	$0	$0
Rhonda Diefenderfer (Director)	$0	$0	$0

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990

Filed on Oct. 30, 2019

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Fiscal Year Ending Dec.
2017

Revenue

$1,579,967

Expenses

$1,472,860

Net Income

$107,107

Net Assets

$1,066,665

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,542,048	97.6%
Investment Income	$8,363	0.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$29,556	1.9%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$217,812	14.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$483,686	32.8%

Assets/Debt
Total Assets	$1,225,349
Total Liabilities	$158,684
Net Assets	$1,066,665

Compensation

Key Employees and Officers	Compensation	Related	Other
Tracie Kenyon (President)	$217,812	$0	$0
Bernie Neibauer (Director)	$0	$0	$0
Jeremy Presta (Director)	$0	$0	$0
Ed Stofko (Secretary)	$0	$0	$0
Tom Boos (Chair)	$0	$0	$0
Leslie Womack (Director)	$0	$0	$0
Darla Card (Director)	$0	$0	$0
Rhonda Diefenderfer (Director)	$0	$0	$0

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990

Filed on May 13, 2018

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Fiscal Year Ending Dec.
2016

Revenue

$1,467,584

Expenses

$1,377,592

Net Income

$89,992

Net Assets

$959,558

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,406,991	95.9%
Investment Income	$1,541	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$59,052	4.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$197,635	14.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$476,496	34.6%

Assets/Debt
Total Assets	$1,093,422
Total Liabilities	$133,864
Net Assets	$959,558

Compensation

Key Employees and Officers	Compensation	Related	Other
Tracie Kenyon (President)	$197,635	$0	$0
Bernie Neibauer (Director)	$0	$0	$0
Jeremy Presta (Director)	$0	$0	$0
Ed Stofko (Secretary)	$0	$0	$0
Tom Boos (Chair)	$0	$0	$0
Leslie Womack (Director)	$0	$0	$0
Jim Kenyon (Director)	$0	$0	$0
Rhonda Diefenderfer (Director)	$0	$0	$0

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990

Filed on June 13, 2017

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Fiscal Year Ending Dec.
2015

Revenue

$1,395,342

Expenses

$1,324,599

Net Income

$70,743

Net Assets

$837,262

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,357,346	97.3%
Investment Income	$797	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$37,199	2.7%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$192,153	14.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$478,146	36.1%

Assets/Debt
Total Assets	$932,542
Total Liabilities	$95,280
Net Assets	$837,262

Compensation

Key Employees and Officers	Compensation	Related	Other
Tracie Kenyon (President)	$192,153	$0	$0
Bernie Neibauer (Chairman)	$0	$0	$0
Jeremy Presta (Secretary)	$0	$0	$0
Ed Stofko (Director)	$0	$0	$0
Tom Boos (Director)	$0	$0	$0
Leslie Womack (Director)	$0	$0	$0
Jim Kenyon (Director)	$0	$0	$0
Rhonda Diefenderfer (Director)	$0	$0	$0

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990

Filed on Aug. 15, 2016

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Fiscal Year Ending Dec.
2014

Revenue

$1,383,733

Expenses

$1,429,718

Net Income

-$45,985

Net Assets

$807,977

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,420,645	> 100%
Investment Income	$325	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	-$37,237

Notable Expenses		Percent of Total Expenses
Executive Compensation	$191,892	13.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$533,577	37.3%

Assets/Debt
Total Assets	$864,715
Total Liabilities	$56,738
Net Assets	$807,977

Compensation

Key Employees and Officers	Compensation	Related	Other
Tracie Kenyon (President)	$191,892	$0	$0
Ed Stofko (Director)	$0	$0	$0
Bernie Neibauer (Chairman)	$0	$0	$0
Tom Boos (Director)	$0	$0	$0
Jeremy Presta (Secretary)	$0	$0	$0
Leslie Womack (Director)	$0	$0	$0
Bob Bjelland (Director)	$0	$0	$0
Jim Kenyon (Director)	$0	$0	$0

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990

Filed on Nov. 13, 2015

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Fiscal Year Ending Dec.
2013

Revenue

$970,774

Expenses

$911,093

Net Income

$59,681

Net Assets

$965,047

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,009,571	> 100%
Investment Income	$357	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	-$39,154

Notable Expenses		Percent of Total Expenses
Executive Compensation	$156,992	17.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$242,139	26.6%

Assets/Debt
Total Assets	$1,023,885
Total Liabilities	$58,838
Net Assets	$965,047

Compensation

Key Employees and Officers	Compensation	Related	Other
Tracie Kenyon (President)	$160,785	$3,647	$0
Kathy Shea (Director)	$0	$0	$0
Bernie Neibauer (Chairman)	$0	$0	$0
Tom Boos (Director)	$0	$0	$0
Jeremy Presta (Secretary)	$0	$0	$0
Michelle Johnson (Director)	$0	$0	$0
Bob Bjelland (Director)	$0	$0	$0
Jim Kenyon (Director)	$0	$0	$0

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990

Filed on Aug. 28, 2014

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Fiscal Year Ending Dec.
2012

Revenue

$1,017,521

Expenses

$876,240

Net Income

$141,281

Net Assets

$905,366

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$968,195	95.2%
Investment Income	$564	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$19,874	2.0%
Net Inventory Sales	$0
Other Revenue	$28,888	2.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$167,528	19.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$185,605	21.2%

Assets/Debt
Total Assets	$945,319
Total Liabilities	$39,953
Net Assets	$905,366

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$893,021

Expenses

$961,147

Net Income

-$68,126

Net Assets

$764,085

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$885,510	99.2%
Investment Income	$1,450	0.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$6,061	0.7%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$132,131	13.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$217,351	22.6%

Assets/Debt
Total Assets	$824,229
Total Liabilities	$60,144
Net Assets	$764,085

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

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Montana Credit Unions League

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $2.36M (2024)

Expenses $2.19M (2024)

Total Assets $3M (2024)

Total Liabilities $1.05M (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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Revenue

$2.36M (2024)

Expenses

$2.19M (2024)

Total Assets

$3M (2024)

Total Liabilities

$1.05M (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004