THE MONTANA TAXPAYERS ASSOCIATION

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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

1947

Legal Domicile

Phone

4064422130

Tax Period

2024-11-01 to 2025-10-31

THE MONTANA TAXPAYERS ASSOCIATION, founded in 1947, is a small nonprofit that reported $216K in total revenue in fiscal year 2024. Expenses of $191K left a modest 11% surplus.

Mission

TO BE MONTANA'S MOST TRUSTED RESOURCE FOR NONPARTISAN TAX AND GOVERNMENT SPENDING INFORMATION. WE WILL WORK WITH BOTH THE PUBLIC AND PRIVATE SECTORS TO DEVELOP FAIR, EQUITABLE, AND PREDICTABLE TAX POLICIES TO ENSURE THAT GOVERNMENT PROVIDES VALUE TO THE PUBLIC.

Program Service Accomplishments

Program 1

Expenses: $146,215

THE PURPOSES OF THE MTA ARE TO PROMOTE, THROUGH NONPARTISAN AND NONPOLITICAL MEANS IN THE INTEREST OF ALL TAXPAYERS IN THE STATE OF MONTANA, THE DEVELOPMENT OF SOUND TAX POLICY THAT WILL ENHANCE...

THE PURPOSES OF THE MTA ARE TO PROMOTE, THROUGH NONPARTISAN AND NONPOLITICAL MEANS IN THE INTEREST OF ALL TAXPAYERS IN THE STATE OF MONTANA, THE DEVELOPMENT OF SOUND TAX POLICY THAT WILL ENHANCE ECONOMIC OPPORTUNITY AND THE GREATEST ECONOMY IN THE EXPENDITURE OF PUBLIC MONEY CONSISTENT WITH THE EFFICIENT PERFORMANCE OF ESSENTIAL PUBLIC SERVICES. THESE PURPOSES WILL BE ACCOMPLISHED BY WORKING WITH GOVERNMENT ENTITIES, INTERESTED GROUPS AND INDIVIDUALS. THE ASSOCIATION WILL: MONITOR ACTIVITIES OF THE LEGISLATURE, STATE AGENCIES, AND OTHER POLICY MAKING BODIES (FEDERAL, STATE AND LOCAL); ADVOCATE FOR GOOD TAX POLICY AND SOUND SPENDING DECISIONS; AND EDUCATE PARTICIPANTS INVOLVED IN POLICY DEVELOPMENT TO ENABLE THEM TO MAKE WELL INFORMED DECISIONS. THE ORGANIZATION SPECIFICALLY ACCOMPLISHES THESE PURPOSES BY HAVING MEMBERSHIP MEETINGS AND PUBLICATIONS TO FURTHER THE UNDERSTANDING OF TAXATION ISSUES, DEFENDING TAXPAYERS' RIGHTS AND LOBBYING IN THE BEST INTEREST OF THE TAXPAYER, AND RESEARCHING FUNDING OF MONTANA PUBLIC ENTITIES.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $182,991

Program Service Revenue $31,725

Investment Income $825

Other Revenue $400

TOTAL REVENUE $215,941

Expense Breakdown

Grants Paid $0

Salaries & Benefits $146,555

Fundraising Expenses $0

Program Expenses $146,215

Other Expenses $44,628

TOTAL EXPENSES $191,183

Year-over-Year Comparison

	2024	2023	Change
Revenue	$215,941	$200,593	+0.1%
Expenses	$191,183	$189,070	+0.0%
Net Income	$24,758	$11,523	+1.1%

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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$131,015

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT STORY	Executive Dir.	36.00	Officer	$100,215	$0	$100,215
KATHLEEN STORY	Secretary/FINAN	24.00	Officer	$30,800	$0	$30,800
TOM EBZERY	Chairman	1.00	Officer Director	$0	$0	$0
MARK BAKER	Vice Chairman	1.00	Officer Director	$0	$0	$0
NANCY SCHLEPP	Treasurer	1.00	Officer Director	$0	$0	$0
KYLER NERISON	Director	1.00	Officer Director	$0	$0	$0
MATT JONES	Director	1.00	Officer Director	$0	$0	$0
MELISSA LEWIS	Director	1.00	Director	$0	$0	$0
DAVID GIBSON	Director	1.00	Director	$0	$0	$0
DALLAS SCHOLES	Director	1.00	Director	$0	$0	$0
CHASE HIBBARD	Director	1.00	Director	$0	$0	$0
DANA STILLWELL	Director	1.00	Director	$0	$0	$0
TOM ROLFE	Director	1.00	Director	$0	$0	$0
ALAN OLSON	Director	1.00	Director	$0	$0	$0
TIM KUNKLEMAN	Director	1.00	Director	$0	$0	$0
SHIELL ANDERSON	Director	1.00	Director	$0	$0	$0
BRIAN HOVEN	Director	1.00	Director	$0	$0	$0
DWAINE IVERSON	Director	1.00	Director	$0	$0	$0
DOUG HARDY	Director	1.00	Director	$0	$0	$0
MICHELLE HARRIS	Director	1.00	Director	$0	$0	$0
DREW CZIOK	Director	1.00	Director	$0	$0	$0
DAVID UPHAUS	Director	1.00	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	$215,941	$191,183	$128,202	$24,758
2024	$200,593	$189,070	$102,705	$11,523
2023	$208,324	$181,288	$90,764	$27,036
2022	$217,592	$198,509	$63,165	$19,083
2021	$204,804	$215,203	$45,191	$-10,399
2020	$201,231	$181,500	$55,596	$19,731
2019	$201,680	$202,177	$35,814	$-497
2018	$205,668	$203,436	$32,770	$2,232