The Montana Taxpayers Association

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 810171180 ✦ Helena, MT ✦ Designated as a 501(c)(4)

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Overview

What is The Montana Taxpayers Association?

The Montana Taxpayers Association is a nonprofit organization based in Helena, Montana. With a mission to serve the state's taxpayers, it aims to foster sound tax policies that enhance economic opportunities and ensure efficient public service expenditures. The association achieves this by monitoring government activities, advocating for good tax policies, and educating stakeholders involved in policy development. Through membership meetings, publications, defending taxpayers' rights, and lobbying in their best interests, the organization strives to be a reliable source of nonpartisan tax and government spending information in Montana. With a small team of two employees, the Montana Taxpayers Association continues its mission to promote fair, equitable, and predictable tax policies.


Official website here: www.montax.org

Is The Montana Taxpayers Association legitimate?

The Montana Taxpayers Association is a legitimate nonprofit organization registered as a 501(c)(4) entity. The Montana Taxpayers Association submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $116,665
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here


Official website here: www.montax.org

What is the mission statement of The Montana Taxpayers Association?

The Montana Taxpayers Association aims to promote sound tax policies that enhance economic opportunities and ensure the efficient use of public funds, prioritizing essential public services. Acting as a trusted resource, the association works with both public and private sectors to develop fair, equitable, and predictable tax policies. Their objectives are accomplished through monitoring activities of legislatures, state agencies, and other policy-making bodies, advocating for good tax policies and responsible spending decisions, and educating participants involved in policy development to enable informed decisions. They achieve these goals by hosting membership meetings and publications, defending taxpayers' rights, and lobbying in the best interest of the taxpayer, while also conducting research on funding for Montana public entities.


Official website here: www.montax.org

Who is the CEO of The Montana Taxpayers Association?

Nancy Schlepp is the Treasurer of The Montana Taxpayers Association.


Official website here: www.montax.org

What is the revenue of The Montana Taxpayers Association?

The Montana Taxpayers Association's revenue in 2023 was $208,324.


Official website here: www.montax.org

Who are the executives of The Montana Taxpayers Association and what are their salaries?

The average compensation at The Montana Taxpayers Association during 2023 was $58,332. There are 2 employees and 19 volunteers at The Montana Taxpayers Association.


Here are 22 key members and their salaries:


Robert Story (Executive Dir.)
  • Compensation: $91,380
  • Related: $0
  • Other: $0
Kathleen Story (Secretary/Finan)
  • Compensation: $25,285
  • Related: $0
  • Other: $0
Tom Ebzery (Chairman)
  • Compensation: $0
  • Related: $0
  • Other: $0
David Hoffman (Vice Chairman)
  • Compensation: $0
  • Related: $0
  • Other: $0
Nancy Schlepp (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Bridger Mahlum (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Matt Jones (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Melissa Lewis (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
David Gibson (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Dan Carter (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Chase Hibbard (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Dana Stillwell (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tom Rolfe (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
John Doran (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mark Baker (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Shiell Anderson (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Brian Hoven (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Dwaine Iverson (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Doug Hardy (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michelle Harris (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
David Namura (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
David Uphaus (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.montax.org

Where can I find the form 990 for The Montana Taxpayers Association?

The Montana Taxpayers Association's most recent form 990 was submitted in 2023 and can be accessed here.


Official website here: www.montax.org

Learn more at the official website: www.montax.org

Mission Statement of The Montana Taxpayers Association

The Montana Taxpayers Association, a trusted resource in the state, is dedicated to promoting sound tax policies that enhance economic opportunity and the most efficient use of public funds for essential services. Their mission is to work collaboratively with both the public and private sectors, advocating for fair, equitable, and predictable tax policies that provide value to the public. The association monitors the activities of various legislative bodies and policy-making entities at the federal, state, and local levels to ensure the development of policies that align with these objectives. Through membership meetings, publications, and lobbying efforts, The Montana Taxpayers Association aims to educate individuals involved in policy development, enabling them to make well-informed decisions. The organization also defends taxpayers' rights, advocating on their behalf to promote policies that are in the best interest of the taxpayer. Additionally, The Montana Taxpayers Association conducts research on the funding of Montana's public entities to further inform and guide its advocacy work.

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Impact




October, 2024

The Montana Taxpayers Association plays a critical role in shaping sound tax policy in the state. By promoting nonpartisan and nonpolitical approaches, the organization actively engages with government entities, interest groups, and citizens to foster economic opportunity and efficient public spending.

One of the key impacts of the Association is its monitoring of legislative and policy-making activities. This vigilance allows them to advocate effectively for good tax policy and sound spending decisions that benefit taxpayers. Their efforts help ensure that public funds are utilized efficiently, ultimately enhancing the performance of essential public services.

Through membership meetings and publications, the Association educates stakeholders on taxation issues and taxpayer rights, enabling informed decision-making. Their research on the funding of public entities in Montana provides valuable insights that contribute to better governance and accountability.

Overall, the Montana Taxpayers Association serves as a trusted resource for tax and government spending information, striving to create fair, equitable, and predictable tax policies that deliver value to the public. Their advocacy and educational initiatives foster a more informed citizenry and promote responsible public policy.




This information is meant to be a general summary of The Montana Taxpayers Association. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$208,324 (2023)
Expenses
$181,288 (2023)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2023.

  • Investment Income: $13
  • Program Service Revenue: $30,333
  • Gross Receipts: $220,472

Assets and Liabilities:

  • Total Assets: $90,764
  • Total Liabilities: $6,040
  • Net Assets: $84,724

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

ANNUAL MEETING

Revenue

$30,333

Organization Details

Founding Year

1947

Principal Officer

Nancy Schlepp

Main Address

PO BOX 4909, HELENA, MT, 59604

NTEE Category

Code: W20 - Public benefit

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