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Montana Tax Foundation

  • Helena, MT
  • Tax-exempt since April 1983
  • EIN: 81-0393505

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$4.88k (2020)

Expenses
$7.35k (2020)

Total Assets
$68.2k (2020)

Total Liabilities
$0 (2020)

Source: Form 990 tax filings from 2011 to 2020

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 Oct.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$4,876
Expenses
$7,353
Net Income
-$2,477
Net Assets
$68,172
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,820
78.3%
Program Services $720
14.8%
Investment Income $79
1.6%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $257
5.3%
Assets/Debt
Total Assets $68,172
Total Liabilities $0
Net Assets $68,172
Compensation
Key Employees and Officers Compensation Other
Tom Ebzery (President) $0 $0
Dwaine Iverson (Vice President) $0 $0
Robert Story (Executive Secretary) $0 $0
Pam Hyatt (Treasurer) $0 $0
Frank Cote (Director) $0 $0
Gordon Nelsen (Director) $0 $0
Bruce Tutvedt (Director) $0 $0
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Document Links

990-EZ
Filed on March 10, 2021

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

View Filing
PDF XML

Fiscal Year Ending Oct.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,869
Expenses
$32,003
Net Income
-$2,134
Net Assets
$70,649
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,015
13.4%
Program Services $2,598
8.7%
Investment Income $256
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $23,000
77.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $27,152
84.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $70,649
Total Liabilities $0
Net Assets $70,649
Compensation
Key Employees and Officers Compensation Related Other
Robert Story (Executive Secretary) $82,383 $0 $8,374
Pam Hyatt (Treasurer) $57,477 $0 $5,960
Tom Ebzery (President) $0 $0 $0
Dwaine Iverson (Vice President) $0 $0 $0
Frank Cote (Director) $0 $0 $0
Bruce Tutvedt (Director) $0 $0 $0
Gordan Nelsen (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on March 12, 2020

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

View Filing
PDF XML

Fiscal Year Ending Oct.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$182,735
Expenses
$188,465
Net Income
-$5,730
Net Assets
$72,783
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,740
2.6%
Program Services $5,348
2.9%
Investment Income $147
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $172,500
94.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $139,939
74.3%
Professional Fundraising Fees $0
Other Salaries and Wages $2,479
1.3%
Assets/Debt
Total Assets $76,256
Total Liabilities $3,473
Net Assets $72,783
Compensation
Key Employees and Officers Compensation Related Other
Robert Story (Executive Secretary) $81,012 $0 $0
Pam Hyatt (Treasurer) $57,162 $0 $0
Frank Cote (Director) $0 $0 $0
Dwaine Iverson (Director) $0 $0 $0
Bill Simkins (Director) $0 $0 $0
Tom Ebzery (President) $0 $0 $0
Mike Foster (Vice President) $0 $0 $0
+ View more people

Document Links

990
Filed on March 13, 2019

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

View Filing
PDF XML

Fiscal Year Ending Oct.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$176,725
Expenses
$187,906
Net Income
-$11,181
Net Assets
$78,513
Notable Sources of Revenue Percent of Total Revenue
Contributions $42,335
24.0%
Program Services $1,900
1.1%
Investment Income $27
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $132,463
75.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $144,774
77.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $82,474
Total Liabilities $3,961
Net Assets $78,513
Compensation
Key Employees and Officers Compensation Related Other
Robert Story (Executive Director) $81,711 $0 $0
Pam Hyatt (Treasurer) $55,536 $0 $0
Tom Ebzery (President) $0 $0 $0
Mike Foster (Vice President) $0 $0 $0
Frank Cote (Director) $0 $0 $0
Dwaine Iverson (Director) $0 $0 $0
Bill Simkins (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on March 26, 2018

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

View Filing
PDF XML

Fiscal Year Ending Oct.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$172,297
Expenses
$177,796
Net Income
-$5,499
Net Assets
-$550,941
Notable Sources of Revenue Percent of Total Revenue
Contributions $85,425
49.6%
Program Services $3,415
2.0%
Investment Income $2
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $83,455
48.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $79,099
44.5%
Professional Fundraising Fees $0
Other Salaries and Wages $37,501
21.1%
Assets/Debt
Total Assets $92,368
Total Liabilities $643,309
Net Assets -$550,941
Compensation
Key Employees and Officers Compensation Related Other
Robert Story (Executive Director) $79,099 $0 $0
Dwaine Iverson (Director) $0 $0 $0
Kent Jones (Director) $0 $0 $0
Bill Simkins (Director) $0 $0 $0
Rick Hays (President) $0 $0 $0
Mike Foster (Vice President) $0 $0 $0
+ View more people

Document Links

990
Filed on May 25, 2017

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

View Filing
PDF XML

Fiscal Year Ending Oct.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$203,437
Expenses
$175,459
Net Income
$27,978
Net Assets
-$545,442
Notable Sources of Revenue Percent of Total Revenue
Contributions $86,465
42.5%
Program Services $4,375
2.2%
Investment Income $2
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $112,595
55.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $96,861
Total Liabilities $642,303
Net Assets -$545,442
Compensation
Key Employees and Officers Compensation Related Other
Robert Story (Executive Director) $70,594 $0 $0
Mike Foster (Director) $0 $0 $0
Dwaine Iverson (Director) $0 $0 $0
Kent Jones (Director) $0 $0 $0
Rick Hays (Director) $0 $0 $0
Bill Simkins (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on April 7, 2016

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

View Filing
PDF XML

Fiscal Year Ending Oct.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$127,954
Expenses
$186,250
Net Income
-$58,296
Net Assets
-$573,420
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,675
9.1%
Investment Income $2
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,092
1.6%
Assets/Debt
Total Assets $65,875
Total Liabilities $639,295
Net Assets -$573,420
Compensation
Key Employees and Officers Compensation Other
Robert Story (Exec Vp) $66,333 $0
Pam Hyatt (Sec/Treas) $48,600 $0
Rick Hays (President) $0 $0
Kent Jones (Director) $0 $0
Mike Foster (Director) $0 $0
Bill Simkins (Director) $0 $0
Dwaine Iverson (Director) $0 $0
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Document Links

990-EZ
Filed on April 20, 2015

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

View Filing
PDF XML

Fiscal Year Ending Oct.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$141,526
Expenses
$177,014
Net Income
-$35,488
Net Assets
-$515,124
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,205
7.2%
Investment Income $5
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,126
1.5%
Assets/Debt
Total Assets $82,425
Total Liabilities $597,549
Net Assets -$515,124

Document Links

990-EZ
Filed on May 1, 2014

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

View Filing
PDF XML

Fiscal Year Ending Oct.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$143,750
Expenses
$201,788
Net Income
-$58,038
Net Assets
-$479,636
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,661
10.2%
Investment Income $1
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $438
0.3%
Assets/Debt
Total Assets $100,098
Total Liabilities $579,734
Net Assets -$479,636

Document Links

990-EZ

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

PDF

Fiscal Year Ending Oct.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$147,551
Expenses
$205,890
Net Income
-$58,339
Net Assets
-$421,598
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $16,854
11.4%
Investment Income $2
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $270
0.2%
Assets/Debt
Total Assets $48,760
Total Liabilities $470,358
Net Assets -$421,598

Document Links

990-EZ

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

PDF

Fiscal Year Ending Oct.
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

990-EZ

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

PDF

Fiscal Year Ending Oct.
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

990-EZ

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

PDF

Fiscal Year Ending Oct.
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

990

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

PDF

Fiscal Year Ending Oct.
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

990

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

PDF

Fiscal Year Ending Oct.
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

990

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

PDF

Fiscal Year Ending Oct.
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

990

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

PDF

Fiscal Year Ending Oct.
2004

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

990

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

PDF

Fiscal Year Ending Oct.
2003

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

990

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

PDF

Fiscal Year Ending Oct.
2002

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

990

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

PDF

Fiscal Year Ending Oct.
2001

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

990

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

PDF

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated