2026-06-24T13:03:06-05:00 2025-12-31 393647910 WIPFLI ADVISORY LLC 105 E PINE ST UPPER FLOOR MISSOULA MT 59802 990 2025-01-01 810348021 MONTANA FUNERAL DIRECTORS ASSOCIATION INC MONT 4064497444 PO BOX 1003 DILLON MT 59725 THERESA JAMES EXECUTIVE DIRECTOR 4064497444 2026-06-09 1 SAM BRUNSON CPA P01696998 4067281800 2026-06-09 2025 2025-03-06 01:10:19Z X THERESA JAMES PO BOX 1003 DILLON MT 59725 275021 0 X WWW.MONTANAFDA.ORG X 1970 MT THE MFDA IS THE LOCAL SOURCE OF EXPERTISE AND PROFESSIONAL RESOURCES FOR ALL FACETS OF FUNERAL SERVICES THROUGH EDUCATION, PROGRAMS, ADVOCACY, AND SERVICES TO MEMBERS. IT IS DEDICATED TO SUPPORTING MEMBERS IN THEIR MISSION TO PROVIDE FAMILIES WITH MEANINGFUL END-OF-LIFE SERVICES AT THE HIGHEST LEVELS OF EXCELLENCE AND INTEGRITY. 11 11 0 11 101788 33290 63784 60731 144887 162233 15277 34803 1345 1295 225293 259062 2354 737 0 0 86950 92187 0 0 0 152726 141222 242030 234146 -16737 24916 585306 637434 0 0 585306 637434 THE MONTANA FUNERAL DIRECTORS ASSOCIATION IS A PROFESSIONAL TRADE ORGANIZATION REPRESENTING THE FUNERAL SERVICE PROFESSION THROUGHOUT THE BIG SKY COUNTRY. 0 0 THE MFDA PROVIDES GENERAL SERVICES TO ITS MEMBERS SUCH AS A WEBSITE, CONVENTIONS, AND MEETINGS TO EDUCATE MEMBERS ON CHANGES IN THE BUSINESS ENVIRONMENT AND LAWS GOVERNING THE PROFESSION, PROMOTION OF PUBLIC AWARENESS, ADVOCACY, AND IMPROVING INDUSTRY SERVICES. 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 0 1 1 0 0 0 0 0 0 0 X 11 11 1 0 0 0 1 0 0 1 1 0 1 0 0 1 1 1 0 0 1 0 0 X X JOYFUL ACCOUNTING SERVICES LLC 4064178053 75 E LYNDALE AVE HELENA MT 59601 BRI MULVANEY PRESIDENT 2.00 X X 0 0 0 STEVE KIRKEGARD IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 RICK WALTER VICE PRESIDENT 2.00 X X 0 0 0 JIM ASPER TREASURER 2.00 X X 0 0 0 CHRIS HOLT SECRETARY 2.00 X X 0 0 0 TYSON MOORE IMMEDIATE PAST PRESIDENT (THRU 06/25) 1.00 X X 0 0 0 AUSTIN ASPER NORTHCENTRAL DISTRICT GOVE 1.00 X 0 0 0 KATIE BACA FUTURE DEVELOPMENT LEADERS 1.00 X 0 0 0 MATT COON SOUTHCENTRAL DISTRICT GOVE (THRU 06/25) 1.00 X 0 0 0 BROOKE GIERKE EASTERN DISTRICT GOVE 1.00 X 0 0 0 FRED NELSON WESTERN DISTRICT GOVE 1.00 X 0 0 0 JESSIE SATHER SOUTHWESTERN DISTRICT GOVE 1.00 X 0 0 0 CASSITY SORLIE SOUTHCENTRAL DISTRICT GOVE 1.00 X 0 0 0 THERESA JAMES EXECUTIVE DIRECTOR 40.00 X 41387 0 0 JIM BROWN EXECUTIVE DIRECTOR (THRU 05/25) 40.00 X 50800 0 0 92187 0 0 0 0 0 0 0 60731 60731 MASTER TRUST FEES 525920 100493 100493 CONFERENCES & CONVENTI 561499 48335 48335 SPONSORSHIPS 561499 13405 13405 162233 15129 15129 35633 15959 19674 19674 19674 ADVERTISING SALES 541800 1295 1295 1295 259062 61740 101788 34803 737 92187 651 13496 25000 5464 14805 12286 26892 39628 1468 TAXES - UBI 1019 DUES 350 MISCELLANEOUS 163 234146 52363 54264 8487 9289 524456 573881 585306 637434 0 0 X 585306 637434 585306 637434 585306 637434 24916 117293 -90081 0 X 0 0 0 0 0 1 60731 25000 -92586 -67586 22167 -89753 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS JIM AND AUSTIN ASPER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION MEMBERSHIP IS MADE UP OF LICENSED FUNERAL DIRECTORS AND FUNERAL HOMES ALONG WITH ASSOCIATIONS MEMBERS FROM THE INDUSTRY THROUGHOUT THE STATE OF MONTANA. THE BOARD IS A TWELVE-MEMBER BOARD OF DIRECTORS WHICH INCLUDES OFFICERS AND FIVE DISTRICT GOVERNORS. FORM 990, PART VI, SECTION B, LINE 10B THE DISTRICT OFFICES ARE GOVERNED INDEPENDENTLY OF THE ASSOCIATION BY THE LOCAL CHAPTER. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS REVIEWED BY THE EXECUTIVE DIRECTOR AND APPROVED FOR FILING. A COPY OF THE 990 WAS MADE AVAILABLE TO THE BOARD AFTER THE RETURN WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE OF THE ASSOCIATION CONFERS WITH THE BOARD MEMBERS AT LEAST TWICE A YEAR TO DISCUSS SITUATIONS THAT COULD RESULT IN A CONFLICT OF INTEREST, AND REMINDS BOARD MEMBERS TO DISCLOSE ANY CONFLICTS. FURTHER, BOARD MEMBERS ARE REMINDED TO RECUSE THEMSELVES ON ANY VOTE THAT MAY RESULT IN AN APPEARANCE OF CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE APPLICABLE FORMS ARE POSTED ON THE WEB PAGE AND ARE MADE AVAILABLE UPON REQUEST.