2025-08-13T13:28:56-05:00 2024-09-30 390758449 WIPFLI LLP 105 E PINE ST UPPER FLOOR MISSOULA MT 59802 990 2023-10-01 810171280 MONTANA CHAMBER OF COMMERCE MONT 4064313248 PO BOX 1730 HELENA MT 59624 TODD O'HAIR PRESIDENT/CEO 4064313248 2025-08-11 1 1 SAM BRUNSON CPA P01696998 4067281800 2025-08-11 2023 2025-03-06 01:10:19Z TODD O'HAIR PO BOX 1730 HELENA MT 59624 2391543 0 X WWW.MONTANACHAMBER.COM X 1931 MT THE MONTANA CHAMBER AIDS A BUSINESS CLIMATE THAT IS OPTIMAL FOR MONTANA PROSPERITY. 28 27 9 32 0 0 1016351 1054246 561810 750322 35598 62190 166561 204104 1780320 2070862 6477 15980 0 0 971879 1042527 0 0 0 969115 954168 1947471 2012675 -167151 58187 1508069 1656464 412989 422059 1095080 1234405 X TO CREATE AND SUSTAIN AN OPTIMAL BUSINESS CLIMATE, BUSINESS PROSPERITY AND A STRONG MONTANA ECONOMY THROUGH ADVOCACY, EDUCATION AND COLLABORATION, WORKING TO PROVIDE AN EMPOWERED AND EDUCATED WORKFORCE, REDUCE BUSINESS GROWTH OBSTACLES, AND ADVANCE POSITIONS THAT PROMOTE SUCCESS FOR MONTANA BUSINESSES. 0 0 THE CHAMBER SPONSORS EVENTS AND PROJECTS ON AN AS NEEDED BASIS TO ENHANCE THE ECONOMIC VIABILITY OF MONTANA AND IMPROVE THE ENVIRONMENT IN WHICH COMPANIES CONDUCT BUSINESS. THE EVENTS HAVE THE GOAL OF KEEPING THE CHAMBER'S MEMBERS INFORMED AND DEVELOPING UNITY AND STRENGTH AMONG MONTANA'S BUSINESSES. THE PROGRAMS MAY INVOLVE TRADE, HEALTH CARE, LEGISLATIVE ADVOCACY OR LEGAL REFORM. ENVISION 2026 WAS IMPLEMENTED IN 2016 AS A 10-YEAR STRATEGIC PLAN FOCUSED ON THE SUSTAINED ECONOMIC GROWTH FOR MONTANA. TO MEET ITS FOUR GOALS BY 2026, THE MONTANA CHAMBER WILL WORK IN THE FOLLOWING FOUR KEY AREAS TO DRIVE PER CAPITA PERSONAL INCOME LEVELS AND GROWTH, GROSS STATE PRODUCT GROWTH, AND JOB GROWTH: WORKFORCE; ENTREPRENEURSHIP; BUSINESS CLIMATE; AND INFRASTRUCTURE. 0 1 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 25 0 9 1 0 0 0 0 1 1 0 0 0 X 28 27 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X CHARMAINE ROGERS 4062022549 3231 W ALAMOSA DRIVE TERRELL TX 75160 TODD O'HAIR PRESIDENT/CEO/SECRETARY/TR 26.00 X X 162207 0 20661 NANCY SCHLEPP CHAIR 2.00 X X 0 0 0 COURTNEY KIBBLEWHITE IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 BILL BICKLE DIRECTOR 1.00 X 0 0 0 DAVID HOFFMAN DIRECTOR (THRU 6/1/24) 2.00 X 0 0 0 JON BENNON DIRECTOR 1.00 X 0 0 0 MICHAEL CANDELARIA DIRECTOR 1.00 X 0 0 0 DAN CARTER DIRECTOR 1.00 X 0 0 0 TOM DOLAN DIRECTOR 1.00 X 0 0 0 BETSY EARLS DIRECTOR 1.00 X 0 0 0 MARK FAIRBAIRN DIRECTOR (THRU 2/1/24) 1.00 X 0 0 0 BLAIR FJESETH DIRECTOR 1.00 X 0 0 0 PADDY FLEMING DIRECTOR 1.00 X 0 0 0 ADAM GILBERTSON DIRECTOR 1.00 X 0 0 0 COLLETE HANSON DIRECTOR (THRU 12/1/23) 1.00 X 0 0 0 CHRISTINA HENDERSON DIRECTOR 1.00 X 0 0 0 REBECCA JONES DIRECTOR 1.00 X 0 0 0 LISA KELLEY DIRECTOR 1.00 X 0 0 0 MATT KIDD DIRECTOR 1.00 X 0 0 0 JOCELYN LANE DIRECTOR 1.00 X 0 0 0 JESSIE LUTHER DIRECTOR 1.00 X 0 0 0 LIZ MARCHI DIRECTOR 1.00 X 0 0 0 ANGIE MURDO DIRECTOR 1.00 X 0 0 0 ALAN OLSON DIRECTOR 1.00 X 0 0 0 TONY ROSANOVA DIRECTOR 2.00 X 0 0 0 RON SLINGER DIRECTOR 1.00 X 0 0 0 JOHN SUH DIRECTOR (THRU 6/1/24) 1.00 X 0 0 0 CHERIE TAYLOR DIRECTOR 1.00 X 0 0 0 RICH WHITE DIRECTOR 1.00 X 0 0 0 KATIE WHITMOYER DIRECTOR 1.00 X 0 0 0 GARY WIENS DIRECTOR 1.00 X 0 0 0 ERIC WOOD DIRECTOR 1.00 X 0 0 0 MATTHEW OLSON DIRECTOR OF NETWORK DEV 40.00 X 175299 0 16718 CANDACE STRAUSS VP MARKETING & COMM 40.00 X 132414 0 1231 FRANK ROBISON GOV'T RELATIONS DIRECTOR 40.00 X 145000 0 10938 614920 0 49548 4 0 1 0 0 1004246 50000 1054246 SPONSORSHIPS 900099 653070 653070 EVENT REVENUE 900099 97252 97252 750322 25361 25361 357510 320681 36829 36829 36829 ADMINISTRATION FEES 900099 204065 204065 39 39 204104 2070862 954387 0 62229 X 15980 201911 661192 43916 58125 77383 15944 97375 20563 252835 19346 17255 15409 36000 59202 4344 4801 EVENTS 232225 POLITICAL SPONSORSHIPS 91100 DUES & SUBSCRIPTIONS 64504 BAD DEBT 23265 2012675 492485 567838 200969 360275 110475 40164 136056 125815 12189 10241 690904 675926 1047 2020 1508069 1656464 181094 156264 185995 219895 45900 45900 412989 422059 X 1095080 1234405 1095080 1234405 1508069 1656464 58187 81138 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 91100 0 0 91100 91100 0 MONTANA PROSPERITY PAC PO BOX 1730 HELENA MT 59624 680667660 60000 JOBS FOR MONTANA PAC PO BOX 1618 HELENA MT 59624 262528780 12000 MONTANA REPUBLICAN STATE CENTRAL COMMITTEE PO BOX 935 HELENA MT 59624 810187170 7500 MONTANA DEMOCRATIC CENTRAL COMMITTEE 303 N EWING ST HELENA MT 59601 810260238 6100 MONTANA REPUBLICAN LEGISLATIVE CAMPAIGN COMMITTEE PO BOX 6656 HELENA MT 59604 471173670 3000 SPIRIT OF MONTANA PAC PO BOX 4092 HELENA MT 59604 932701362 2500 0 0 1 1004246 91100 -407909 -316809 200849 -517658 PART I-A, LINE 1: SPONSORSHIP OF THE MDLCC CELEBRATION OF DEMOCRATIC HEROES, MANSFIELD METCALF, CAUCUS COOKOUT, NATIONAL CONVENTION; SPONSORSHIP OF THE MRLCC GOLF OUTING, PRESIDENT AND SPEAKER'S CUP, AND ADVOCACY; SPONSORSHIP OF MT GOP WINTER KICKOFF AND CONVENTION; AND PAC CONTRIBUTIONS. 136056 125815 10241 10241 SPECIAL ISSUES FUND 45900 45900 X 2152000 81138 81138 2070862 0 2070862 2012675 0 2012675 0 2012675 PART X, LINE 2: THE CHAMBER IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. AS OF SEPTEMBER 30, 2024 AND 2023, NO UNRELATED BUSINESS INCOME TAX WAS DUE AS A RESULT OF THESE ACTIVITIES. THE CHAMBER ASSESSES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THE TAX POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE CHAMBER RECORDED NO ASSETS OR LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS. FEDERAL RETURNS FOR THE YEARS ENDED 2019 AND THEREAFTER REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. X X 0 0 0 MATTHEW OLSON DIRECTOR OF NETWORK DEV 86484 0 5000 0 83815 0 10211 0 6507 0 192017 0 0 0 TODD O'HAIR PRESIDENT/CEO/SECRETARY/TR 146807 0 0 0 15400 0 12714 0 7947 0 182868 0 0 0 FRANK ROBISON GOV'T RELATIONS DIRECTOR 123706 0 10000 0 11294 0 3150 0 7788 0 155938 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF THE MONTANA CHAMBER OF COMMERCE CONSIST OF BUSINESSES RANGING FROM SMALL OPERATIONS TO LARGE COMPANIES AS WELL AS LOCAL CHAMBERS OF COMMERCE. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS VOTE FOR THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD REMINDS ALL MEMBERS OF THE CONFLICT OF INTEREST POLICY AT THE BEGINNING OF THEIR MEETINGS AND WILL HAVE SESSIONS ON THIS AT THEIR ANNUAL MEETING. THE BOARD MEMBERS WILL BE ASKED TO SIGN CONFLICT LETTERS, AND THE CHAIR WILL DO A FOLLOW-UP WITH ANY QUESTIONS. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS BASED ON COMPARISON TO OTHER ASSOCIATIONS IN MONTANA WHEN THAT INFORMATION IS AVAILABLE. THE BOARD ALSO USES THE ANNUAL SALARY SURVEY OF THE COUNCIL OF STATE MANUFACTURING ASSOCIATIONS. THIS GROUP OF APPROXIMATELY FIFTEEN MEMBERS INCLUDES STATE CHAMBERS OF COMMERCE THAT, LIKE MONTANA, CONSIDER THEMSELVES AS BOTH THE CHAMBER OF COMMERCE AND THE STATE MANUFACTURING ASSOCIATION. THE SURVEY COMPARES COMPENSATION AND BENEFITS FOR A VARIETY OF EMPLOYMENT POSITIONS IN SIMILARLY-SITUATED ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 ALL FINANCIAL INFORMATION, GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G COMMISSION FEES 110,901. OTHER PROFESSIONAL FEES 141,934. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.