2025-11-13T09:54:07-06:00 2024-12-31 810348775 JUNKERMIERCLARKCAMPANELLASTEVENSPC PO BOX 9047 KALISPELL MT 59904 990 2024-01-01 363693967 MONTANA BUSINESS ASSISTANCE CONNECTION MONT 4064471510 225 CRUSE AVE SUITE D HELENA MT 59601 BRIAN OBERT EXECUTIVE DIRECTOR 4064650619 2025-11-12 1 0 Tony Vanorny P00662403 4067553681 2025-11-12 2024 2025-03-06 01:10:19Z BRIAN OBERT 225 CRUSE AVE SUITE D HELENA MT 59601 1669414 0 X www.mbac.biz X 1999 MT THE ORGANIZATION SUPPORTS THE RETENTION AND CREATION OF JOBS IN THE TRI-COUNTY REGION. 11 11 9 18 0 0 994758 944981 680567 658166 4894 13179 53088 53088 1733307 1669414 127151 107871 0 0 612224 605099 0 0 0 469344 482455 1208719 1195425 524588 473989 14245101 15500013 9985154 10766077 4259947 4733936 X MONTANA BUSINESS ASSISTANCE CONNECTION, INC. SUPPORTS THE RETENTION OF EXISTING JOBS AND PROMOTES CREATE OF NEW JOBS IN LEWIS & CLARK, BROADWATER, AND MEAGHER COUNTIES. THIS IS ACCOMPLISHED THROUGH THE CREATION, PROMOTION AND MANAGEMENT OF PUBLIC AND PRIVATE REVLOVING LOAN FUNDS, PROVIDING TRAINING, COUNSELING, TECHNICAL ASSISTANCE AND ACCESS TO CAPITAL FOR START UP OR EXPANSION OF QUALIFIED BUSINESSES, AND THE PROMOTION AND EVALUATION OF COUNTY AND CITY COMMUNITY DEVELOPMENT BLOCK GRANT REQUESTS AND MANAGEMENT OF THESE LOANS. 0 0 1035595 107871 711254 THE ORGANIZATION PROVIDES ONE-TO-ONE COUNSELING FOR NEW AND EXISTING BUSINESSES, PROVIDES INVESTMENT AND INCENTIVE CAPITAL, COLLECTS AND MAINTAINS DATABASES OF DEMOGRAPHIC, SOCIO-ECONOMIC, AND PROPERTY/FACILITY INFORMATION ABOUT THE SERVICE AREA, AND ASSISTS LOCAL GOVERNMENTS AND COMMUNITY DEVELOPMENT ORGANIZATIONS TO CREATE AND MAINTAIN HUMAN, ORGANIZATION, AND PHYSICAL INFRASTRUCTURE. 1035595 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 4 0 1 9 1 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 0 1 1 0 0 0 1 0 0 X The Organization 4064471510 225 CRUSE AVE SUITE D HELENA MT 59601 VICKIE RAUSER PAST PRESIDENT 1.00 X X 0 0 0 DUSTIN STEWART PRESIDENT 1.00 X X 0 0 0 ANDY SHIRTLIFF VICE PRESIDENT 1.00 X X 0 0 0 JENNY TAYLOR TREASURER 1.00 X X 0 0 0 KALI WICKS SECRETARY 1.00 X X 0 0 0 DAVE ALLARD BOARD MEMBER 1.00 X 0 0 0 WES FEIST BOARD MEMBER 1.00 X 0 0 0 DALLAS RASSMUSSEN BOARD MEMBER 1.00 X 0 0 0 TOM ROLF BOARD MEMBER 1.00 X 0 0 0 JACKSON ROSE BOARD MEMBER 1.00 X 0 0 0 VICTOR SAMPLE BOARD MEMBER 1.00 X 0 0 0 CALLIE ASCHIM FORMER BOARD MEMBER 1.00 X 0 0 0 GINGER KUNZ FORMER BOARD MEMBER 1.00 X 0 0 0 SANDRA BAUMAN FORMER BOARD MEMBER 1.00 X 0 0 0 LINDSEY RICHTMYER LIASON 1.00 X 0 0 0 BRIAN OBERT EXECUTIVE DIRECTOR 40.00 X 93631 0 14499 93631 0 14499 0 0 0 0 0 878702 66279 944981 INTEREST INCOME 522299 591764 591764 LOAN ORIGINATION FEES 522299 63222 63222 LATE FEES 522299 3180 3180 658166 13179 13179 53088 0 53088 53088 53088 1669414 711254 0 13179 107871 107871 108130 93473 14657 383965 335091 48874 11384 9412 1972 61331 49506 11825 40289 33267 7022 275 275 15178 15178 1190 1190 8699 8699 24127 15013 9114 8896 6186 2710 47343 42731 4612 11324 3931 7393 15787 330 15457 12967 11849 1118 24232 21915 2317 LOAN FUND EXPENSEES 304749 302345 2404 MISCELLANEOUS 3685 1962 1723 DUES AND SUBSCRIPTIONS 2233 2233 RLF MANAGEMENT AND ECON 1770 713 1057 1195425 1035595 159830 0 519749 620041 1243694 2330468 68229 41414 102512 74909 12120710 12252572 6708 5632 582179 407202 183499 174977 14245101 15500013 109966 100129 530000 9874259 10135019 929 929 9985154 10766077 X 3685687 639550 574260 4094386 4259947 4733936 14245101 15500013 473989 0 X 0 1 X 1 1 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12500 12500 522846 365754 157092 23819 23819 0 18568 17629 939 4446 4446 174977 DEPOSITS 929 929 1669414 0 1669414 0 1669414 1195425 0 1195425 0 1195425 1 COPPER PINES LLC 4520 SOURDOUGH ROAD BOZEMAN MT 59715 814927733 29955 0 WORKFORCE HOUSING FOR HI COUNTRY SNACK FOODS EMPLOYEES OLD SALT CO-OP LLC 406 N LAST CHANCE GULCH HELENA MT 59601 880770221 10000 0 PURCHASE OF WORKING CAPITAL THE HELENA SYMPHONY 21 N LAST CHANCE CULCH 100 HELENA MT 59601 810523705 56427 0 Feasibility study THE PRESCHOOL ON BROADWAY 415 BROADWAY ST TOWNSEND MT 59644 932196285 10000 0 FENCING FOR DAYCARE FACILITY Form 990, Part VI, Section A, line 6 ANY INDIVIDUAL, BUSINESS, LOCAL GOVERNMENT, OR OTHER ENTITY MAY BECOME A MEMBER OF THE CORPORATION UPON PAYMENT OF THEIR MEMBER INVESTOR DUES. Form 990, Part VI, Section A, line 7a THE MEMBERSHIP SHALL ELECT MEMBERS OF THE BOARD OF DIRECTORS. THE POWER OF THE MEMBERSHIP IS LIMITED TO THE ELECTION OF NEW DIRECTORS. EACH MEMBER IS ENTITLED TO ONE VOTE. Form 990, Part VI, Section A, line 7b THE AFFAIRS OF THE CORPORATION ARE MANAGED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS SHALL APPOINT AN EXECUTIVE COMMITTEE AND MAY APPOINT OTHER STANDING OR TEMPORARY COMMITTEES MADE UP OF EITHER DIRECTORS OR NON-DIRECTORS OR BOTH AND INVEST SUCH COMMITTEES WITH SUCH POWERS AS THE DIRECTORS SEE FIT. Form 990, Part VI, Section B, line 11b THE BOARD TREASURER AND BOARD PRESIDENT WILL REVIEW THE FORM 990 BEFORE IT IS FILED WITH THE IRS. Form 990, Part VI, Section B, line 12 EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. Form 990, Part VI, Section B, line 15a THE EXECUTIVE DIRECTOR'S PAY WILL BE SET BY THE PRESIDENT. THE PAY WILL BE BASED ON PERFORMANCE IN THE PAST 12 MONTHS AS MEASURED AGAINST THE GOALS ESTABLISHED AND FROM BOARD OF DIRECTORS, CLIENT, PARTNERS AND COMMUNITY FEEDBACK. Form 990, Part VI, Section C, line 19 THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST. GATEWAY ECONOMIC DEVELOPMENT DISTRICT 225 CRUSE AVE SUITE D HELENA MT 59601 202044031 ECONOMIC DEVELOPMENT MT 501(c)(3) Line 7 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 GATEWAY ECONOMIC DEVELOPMENT DISTRICT C 63779