MONTANA BUDGET AND POLICY CENTER

EIN: 800624179 501(c)(3) Public & Societal Benefit

HELENA, MT

Total Revenue
$1,789,415
Total Expenses
$1,490,597
Total Assets
$1,843,105
Net Assets
$1,760,557
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
MT
Principal Officer
MADALYN QUINLAN
Phone
4064225848
Tax Period
2024-10-01 to 2025-09-30

MONTANA BUDGET AND POLICY CENTER, founded in 2010, is a community nonprofit in the Public & Societal Benefit sector that reported $1.8M in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $299K, a strong 17% operating margin.

Mission

To advance responsible tax, budget, and economic policies through credible research and analysis in order to promote opportunity and fairness for all Montanans.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,731,880
Program Service Revenue $20,809
Investment Income $36,726
Other Revenue $0
TOTAL REVENUE $1,789,415

Expense Breakdown

Grants Paid $169,500
Salaries & Benefits $1,054,436
Fundraising Expenses $39,364
Program Expenses $1,333,139
Other Expenses $266,661
TOTAL EXPENSES $1,490,597

Year-over-Year Comparison

2024 2023 Change
Revenue $1,789,415 $1,324,000 +0.4%
Expenses $1,490,597 $1,114,954 +0.3%
Net Income $298,818 $209,046 +0.4%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
11
Employees
12
Volunteers
11

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✓ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$118,476
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
HEATHER O'LOUGHLIN Executive Dir. 40.00
Officer
$107,142 $11,334 $118,476
MADALYN QUINLAN President 2.00
Officer Director
$0 $0 $0
COURTNEY SMITH MEMBER 2.00
Director
$0 $0 $0
MANDY SMOKER BROADDUS MEMBER 2.00
Director
$0 $0 $0
SHEILA RICE Treasurer 2.00
Officer Director
$0 $0 $0
DOUG MITCHELL MEMBER 2.00
Director
$0 $0 $0
LILA FLEISHMAN MEMBER 2.00
Director
$0 $0 $0
CINDA IRONMAKER MEMBER 2.00
Director
$0 $0 $0
JAMES STEELE JR Vice President 2.00
Officer Director
$0 $0 $0
NICOLE GOMEZ PATALANO MEMBER 2.00
Director
$0 $0 $0
TIERNEY QUEEN-STEWART MEMBER 2.00
Director
$0 $0 $0
DANIEL SIDDER MEMBER 2.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $1,789,415 $1,490,597 $1,843,105 $298,818
2024 $1,324,000 $1,114,954 $1,545,573 $209,046
2023 $1,047,990 $1,102,872 $1,336,655 $-54,882
2022 $1,504,841 $1,153,094 $1,359,696 $351,747
2021 $1,408,292 $1,198,340 $999,748 $209,952
2020 $1,089,180 $998,290 $792,528 $90,890
2019 $767,671 $857,772 $681,419 $-90,101
2018 $1,065,937 $743,694 $777,364 $322,243
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