Nonprofit · EIN 36-3693967
MONTANA BUSINESS ASSISTANCE CONNECTION INC
Tax-exempt · HELENA, MT 59601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,669,414 | $1,195,425 | $473,989 | $15,500,013 | $10,766,077 | $4,733,936 |
| December 31, 2023 | 990 | $1,733,307 | $1,208,719 | $524,588 | $14,245,101 | $9,985,154 | $4,259,947 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $944,981
- of which government grants
- $878,702
- Program service revenue
- $658,166
- Investment income
- $13,179
- Net rental income
- $53,088
- Other revenue
- $53,088
Expenses
- Grants and similar amounts paid
- $107,871
- Compensation of officers, directors and key employees
- $108,130
- Other salaries and wages
- $383,965
- Salaries, compensation and benefits (total)
- $605,099
- Professional fundraising fees
- $0
- Legal fees
- $275
- Accounting fees
- $15,178
- Occupancy
- $47,343
- Travel
- $11,324
- Depreciation
- $12,967
- Program services (functional)
- $1,035,595
- Management and general (functional)
- $159,830
Balance sheet and other
- Total assets, start of year
- $14,245,101
- Total assets, end of year
- $15,500,013
- Total liabilities, end of year
- $10,766,077
- Net assets, end of year
- $4,733,936
- Land, buildings and equipment
- $174,977
- Net assets without donor restrictions
- $639,550
- Net assets with donor restrictions
- $4,094,386
- Gross receipts
- $1,669,414
- Employees
- 9
- Volunteers
- 18
- Year formed
- 1999
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRIAN OBERT | EXECUTIVE DIRECTOR Officer | 40 | $93,631 | $14,499 |
| VICKIE RAUSER | PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| DUSTIN STEWART | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ANDY SHIRTLIFF | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JENNY TAYLOR | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KALI WICKS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DAVE ALLARD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| WES FEIST | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DALLAS RASSMUSSEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TOM ROLF | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JACKSON ROSE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| VICTOR SAMPLE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CALLIE ASCHIM | FORMER BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GINGER KUNZ | FORMER BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SANDRA BAUMAN | FORMER BOARD MEMBER Trustee or director | 1 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDSEY RICHTMYER | LIASON Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRIAN OBERT | EXECUTIVE DIRECTOR Officer | 40 | $91,063 | $13,978 |
| VICKIE RAUSER | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| KLINT FISHER | PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| DUSTIN STEWART | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JENNY TAYLOR | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ANDY SHIRTLIFF | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| KALI WICKS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| WES FEIST | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DALLAS RASSMUSSEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TOM ROLF | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JACKSON ROSE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| VICTOR SAMPLE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CALLIE ASCHIM | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 225 N CRUSE AVE STE D, HELENA, MT 59601-5088
- In care of
- % MBAC INC
- Principal officer (990 for 2024)
- BRIAN OBERT, 225 CRUSE AVE SUITE D, HELENA, MT 59601
- Signed the 990
- BRIAN OBERT, EXECUTIVE DIRECTOR
- Phone
- (406) 447-1510
- Website
- www.mbac.biz
- Return prepared by
- JUNKERMIERCLARKCAMPANELLASTEVENSPC
Mission
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.
Program accomplishments
- 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.Expenses $1,035,595 · grants $107,871 · revenue $711,254
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 36-3693967
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1990
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $15,500,013
- Income (IRS master file)
- $1,669,414
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,669,414 | $1,195,425 | $15,500,013 | XML |
| 990 | December 2023 | $1,733,307 | $1,208,719 | $14,245,101 | XML |
| 990 | December 2022 | $1,856,589 | $1,510,271 | $13,027,178 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-3693967).
Questions about MONTANA BUSINESS ASSISTANCE CONNECTION INC
- What is the EIN of MONTANA BUSINESS ASSISTANCE CONNECTION INC?
- The employer identification number (EIN) of MONTANA BUSINESS ASSISTANCE CONNECTION INC is 36-3693967.
- Is MONTANA BUSINESS ASSISTANCE CONNECTION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1990.
- Are donations to MONTANA BUSINESS ASSISTANCE CONNECTION INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MONTANA BUSINESS ASSISTANCE CONNECTION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MONTANA BUSINESS ASSISTANCE CONNECTION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTANA BUSINESS ASSISTANCE CONNECTION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MONTANA BUSINESS ASSISTANCE CONNECTION INC?
- The 990 for the year ended December 31, 2024 names BRIAN OBERT.
- Who are the officers and directors of MONTANA BUSINESS ASSISTANCE CONNECTION INC?
- The 990 for the year ended December 31, 2024 lists 16 people; 1 received compensation from the organization, the highest $93,631 (BRIAN OBERT, EXECUTIVE DIRECTOR).
- How much revenue does MONTANA BUSINESS ASSISTANCE CONNECTION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,669,414, expenses of $1,195,425 and total assets of $15,500,013 at year end.
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