Nonprofit · EIN 80-0624179
MONTANA BUDGET AND POLICY CENTER
Tax-exempt · HELENA, MT 59601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $1,789,415 | $1,490,597 | $298,818 | $1,843,105 | $82,548 | $1,760,557 |
| September 30, 2024 | 990 | $1,324,000 | $1,114,954 | $209,046 | $1,545,573 | $83,834 | $1,461,739 |
| September 30, 2023 | 990 | $1,047,990 | $1,102,872 | -$54,882 | $1,336,655 | $83,962 | $1,252,693 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $1,731,880
- Membership dues
- $19,150
- Program service revenue
- $20,809
- Investment income
- $36,726
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $169,500
- Compensation of officers, directors and key employees
- $121,594
- Other salaries and wages
- $751,198
- Salaries, compensation and benefits (total)
- $1,054,436
- Professional fundraising fees
- $0
- Accounting fees
- $22,558
- Occupancy
- $30,826
- Travel
- $22,144
- Program services (functional)
- $1,333,139
- Management and general (functional)
- $118,094
- Fundraising (functional)
- $39,364
Balance sheet and other
- Total assets, start of year
- $1,545,573
- Total assets, end of year
- $1,843,105
- Total liabilities, end of year
- $82,548
- Net assets, end of year
- $1,760,557
- Land, buildings and equipment
- $10,500
- Net assets without donor restrictions
- $1,102,930
- Net assets with donor restrictions
- $657,627
- Gross receipts
- $1,789,415
- Employees
- 12
- Volunteers
- 11
- Year formed
- 2010
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HEATHER O'LOUGHLIN | Executive Dir. Officer | 40 | $107,142 | $11,334 |
| MADALYN QUINLAN | President Trustee or director, Officer | 2 | $0 | $0 |
| COURTNEY SMITH | MEMBER Trustee or director | 2 | $0 | $0 |
| MANDY SMOKER BROADDUS | MEMBER Trustee or director | 2 | $0 | $0 |
| SHEILA RICE | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| DOUG MITCHELL | MEMBER Trustee or director | 2 | $0 | $0 |
| LILA FLEISHMAN | MEMBER Trustee or director | 2 | $0 | $0 |
| CINDA IRONMAKER | MEMBER Trustee or director | 2 | $0 | $0 |
| JAMES STEELE JR | Vice President Trustee or director, Officer | 2 | $0 | $0 |
| NICOLE GOMEZ PATALANO | MEMBER Trustee or director | 2 | $0 | $0 |
| TIERNEY QUEEN-STEWART | MEMBER Trustee or director | 2 | $0 | $0 |
| DANIEL SIDDER | MEMBER Trustee or director | 2 | $0 | $0 |
990 for the year ended September 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HEATHER O'LOUGHLIN | Executive Dir. Officer | 40 | $103,045 | $11,315 |
| MADALYN QUINLAN | President Trustee or director, Officer | 2 | $0 | $0 |
| COURTNEY SMITH | MEMBER Trustee or director | 2 | $0 | $0 |
| MANDY SMOKER BROADDUS | MEMBER Trustee or director | 2 | $0 | $0 |
| SHEILA RICE | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| DOUG MITCHELL | MEMBER Trustee or director | 2 | $0 | $0 |
| LILA FLEISHMAN | MEMBER Trustee or director | 2 | $0 | $0 |
| CINDA IRONMAKER | MEMBER Trustee or director | 2 | $0 | $0 |
| JAMES STEELE JR | Vice President Trustee or director, Officer | 2 | $0 | $0 |
| NICOLE GOMEZ PATALANO | MEMBER Trustee or director | 2 | $0 | $0 |
990 for the year ended September 30, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HEATHER O'LOUGHLIN | Executive Dir. Officer | 40 | $90,990 | $9,874 |
| MADALYN QUINLAN | President Trustee or director | 2 | $0 | $0 |
| COURTNEY SMITH | MEMBER Trustee or director | 2 | $0 | $0 |
| MANDY SMOKER BROADDUS | MEMBER Trustee or director | 2 | $0 | $0 |
| SHEILA RICE | MEMBER Trustee or director, Officer | 2 | $0 | $0 |
| DOUG MITCHELL | MEMBER Trustee or director, Officer | 2 | $0 | $0 |
| LILLIAN ALVERNAZ | Treasurer Trustee or director | 2 | $0 | $0 |
| CINDA IRONMAKER | MEMBER Trustee or director | 2 | $0 | $0 |
| JAMES STEELE JR | Vice President Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 15 W 6TH AVE STE 3E, HELENA, MT 59601-5051
- Principal officer (990 for 2024)
- MADALYN QUINLAN, 15 WEST 6TH ST 3E, HELENA, MT 59601
- Signed the 990
- MADALYN QUINLAN, President
- Phone
- (406) 422-5848
- Website
- WWW.MONTANABUDGET.ORG
- Return prepared by
- Rudd & Company PLLC
Mission
To advance responsible tax, budget, and economic policies through credible research and analysis in order to promote opportunity and fairness for all Montanans.
Program accomplishments
- MBPCs mission is to advance responsible tax, budget, and economic policies through credible research and analysis in order to promote opportunity and fairness for all Montanans. The Montana Budget & Policy Center produced a dozen reports on budget and tax issues impacting those experiencing poverty; disseminated the research and analysis to a wide variety of audiences; conducted outreach to partners, impacted individuals, community leaders, and policy makers; and gave multiple presentations on a range of public policy issues. MONTANA KIDS COUNT, NORTH DAKOTA KIDS COUNT, AND SOUTH DAKOTA KIDS COUNT ARE PROJECTS OF THE MONTANA BUDGET & BUDGET & POLICY CENTER, PROVIDING RELIABLE DATA AND ANALYSIS ON CHILD WELL-BEING IN THE THREE STATE REGION.Expenses $1,333,139 · grants $169,500 · revenue $20,809
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 80-0624179
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2010
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public and societal benefit (W05)
- Assets (IRS master file)
- $1,843,105
- Income (IRS master file)
- $1,789,415
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $1,789,415 | $1,490,597 | $1,843,105 | XML |
| 990 | September 2024 | $1,324,000 | $1,114,954 | $1,545,573 | XML |
| 990 | September 2023 | $1,047,990 | $1,102,872 | $1,336,655 | XML |
| 990 | September 2022 | $1,504,841 | $1,153,094 | $1,359,696 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 80-0624179).
Questions about MONTANA BUDGET AND POLICY CENTER
- What is the EIN of MONTANA BUDGET AND POLICY CENTER?
- The employer identification number (EIN) of MONTANA BUDGET AND POLICY CENTER is 80-0624179.
- Is MONTANA BUDGET AND POLICY CENTER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to MONTANA BUDGET AND POLICY CENTER tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTANA BUDGET AND POLICY CENTER 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 BUDGET AND POLICY CENTER due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTANA BUDGET AND POLICY CENTER last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of MONTANA BUDGET AND POLICY CENTER?
- The 990 for the year ended September 30, 2025 names MADALYN QUINLAN.
- Who are the officers and directors of MONTANA BUDGET AND POLICY CENTER?
- The 990 for the year ended September 30, 2025 lists 12 people; 1 received compensation from the organization, the highest $107,142 (HEATHER O'LOUGHLIN, Executive Dir.).
- How much revenue does MONTANA BUDGET AND POLICY CENTER have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $1,789,415, expenses of $1,490,597 and total assets of $1,843,105 at year end.
Other nonprofits in HELENA
- STUDENT ASSISTANCE FOUNDATION OF MONTANA EIN 81-0527529 · last filed 990 for 2025
- SECURE ELECTION PROJECT INC EIN 83-3296530 · last filed 990 for 2024
- WESTERN TELECOMMUNICATIONS ALLIANCE EIN 75-3120988 · last filed 990 for 2025
- TREASURE STATE FOUNDATION EIN 87-2256533 · last filed 990 for 2024
- FRONTIER INSTITUTE INC EIN 85-0998465 · last filed 990 for 2024
- BIG SKY FIFTY FIVE PLUS EIN 82-4712803 · last filed 990 for 2023
- IMPACT MONTANA INCORPORATED EIN 46-4505310 · last filed 990 for 2024
- TRANSPARENT ELECTION INITIATIVE EIN 33-4462710 · last filed 990 for 2025
All nonprofits in HELENA · Montana · Public and societal benefit